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Conga Support

Sharing Settings

The first time you access Conga Grid Setup after installation, sharing settings will be automatically created. These include Privacy settings for views, such as the Public Read Only rule. If sharing settings are not automatically created, you can create them manually using the following steps:

  1. In Salesforce®, click Setup.
  2. In the App Setup section, click Create and click Objects.
  3. Under the Label column, click the Conga Grid View link.
  4. Scroll down to the Custom Fields & Relationships related list and click the Privacy link under the Field Label column.
  5. Scroll down to the Picklist Value Set related list, and click New.
  6. Type Public Read Only, then click Save.

Next, you must give the Public Read Only and Public options criteria-based values to make them work properly. Follow these steps:

  1. In Salesforce, click Setup.
  2. In the Quick Find box, type sharing and select the Sharing Settings result.
  3. From the Manage sharing settings list, click Conga Grid View.
  4. In the Conga Grid View Sharing Rules related list, click New.
  5. Enter the following values, then click Save:
    • Label: Conga Grid View
    • Rule Name: Conga Grid_View
    • Rule Type: Based on Criteria
    • Field: Privacy
    • Operator: Equals
    • Value: Public Read Only
    • Share With: Public Groups, All Internal Users
    • Access Level: Read Only
  6. In the Conga Grid View Sharing Rules related list, click New.
  7. Enter the following values, then click Save:
    • Label: Conga Grid View1
    • Rule Name: Conga Grid_View1
    • Rule Type: Based on Criteria
    • Field: Privacy
    • Operator: Equals
    • Value: Public
    • Share With: Public Groups, All Internal Users
    • Access Level: Read/Write