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.