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Grids | Inline Edit | Related List, List View & Report Grid | Data Import

Grids for Salesforce done Fast. Light. Native. | Grid Lists & Reports

Overview

Grid interface lets users view, edit, and manage records in a fast, Grids spreadsheet-style interface with inline editing, related lists, filters, bulk actions and much more. Grids is built natively with LWC.

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See How Grids | Inline Edit | Related List, List View & Report Grid | Data Import Works

  • GRIDS Improve your teams' productivity by creating smart grid solutions which reduce the clicks they need to complete their work.

  • LIST VIEW | RELATED LIST | REPORT One grid, three jobs. Drop Grids onto any record, app or home page and use it as a filterable list view, an editable related list, or a live report, without switching screens or building anything in code.

  • DATA IMPORT & DOWNLOAD Paste rows straight from Excel or Google Sheets into the grid, or import them in bulk, then download to a proper .xlsx file with formatting, links and rich text preserved. No Data Loader, no CSV clean-up.

  • CONDITIONAL FORMATTING Use conditional formatting, progress bars, summaries, sparklines and dynamic icons to highlight trends, outliers and actions. Freeze important columns while working across larger datasets.

  • FILTER, SORT AND SAVE THE VIEWS YOU NEED Use quick filters, multiple filters and multi-level sorting to focus on the right records. Save personalised grid views for different users, workflows and priorities.

  • ACTIONS Run Salesforce Flows and record actions from individual rows or selected records.

  • MULTIPLE OBJECTS IN ONE VIEW Display data from multiple Salesforce objects together, giving users the context they need without switching between records, pages or tabs.

  • 100% NATIVE AND EASY TO CONFIGURE Built using Lightning Web Components and Apex, Grids works with your existing Salesforce permissions, sharing model, validation rules and automations. Admins can create and embed grids in Salesforce record pages without

  • CRM SAMPLE GRIDS Includes 40+ Pre-built Grids.

• Includes 40+ Pre-built CRM Sample Grids • Inline Create, Inline Edit, Mass Edit • Invoke Flow (Header, Row or Mass Action) • Quick Filtering without requiring save view • Grid Views • Conditional Formatting • Multi-Sort • Multi-Object & Cross-Object Grid • Experience Cloud Grids • Summaries (Aggregate Totals) above the Grid • Data Import & Download • Mass Delete • Search • Usage Insights - help seeing ROI • Grids built fully native Lightning LWC technology Column Field Types: • Long Text & Short Text • Rich Text • Lookup • Picklist • Formula (Image, Sparkline) • File Upload to Record • Grids within Grid - drill into related/unrelated data grids • Checkbox • Phone & Click-to-Dial • Number, Currency & Percent • Date & Date Time ✔ Grids for SFDC is great for Sales, Service, Marketing, Operations and File Management. ✔ Please book a call or email us, happy to help get you setup and welcome any questions or feature requests. We are actively updating Grids. ✔ Install today and start on the 'FREE 2 Grids and 2 Users' and feel all the benefits the Grid tables can bring to your business.

Categories

Business Needs
Sales
Forecasting
Data Management
Industries
Horizontal Product
Nonprofit
Personas
Administrator
Business User
Consultant
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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