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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Grid

Grid for Administrators

Install or Upgrade Conga Grid

Conga Grid℠ is supported on the following Salesforce® editions:

  • Professional Edition
  • Enterprise Edition
  • Performance Edition
  • Unlimited Edition

You must have a Salesforce account to install the Conga Grid app.

To install or update Conga Grid

  1. Log in to your Salesforce account.
  2. Go to the Salesforce AppExchange.
  3. Search for the Conga Grid app.
  4. On the Conga Grid summary page, click Get It Now.
  5. When prompted to choose a login option, click Log in to the App Exchange.
  6. Choose an installation option:
    • Install in Production
    • Install in Sandbox
  7. On the next screen, select the check box for I have read and agree to the terms and conditions. Then click Confirm and Install.
  8. Log into your Salesforce account again if prompted.
  9. Choose Install for Admins Only as your installation option. Click Install or Upgrade.
  10. When the installation is complete, go to the App menu in Salesforce and click Conga Grid. Or, click Conga Grid in the App Launcher.
Administrator Guide
Salesforce
Grid

August 6, 2025