AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

AGrid Smarter, Faster Grid – Simple and Powerful

Streamline Data Management with Lightning-fast Grid

Overview

Enjoy filtering, sorting, inline editing, custom actions, Kanban and chart views, list summaries, related lists, data export, and more—all in a flexible, user-friendly grid solution.

1 of 16

See How AGrid Smarter, Faster Grid – Simple and Powerful Works

  • Spreadsheet-Like Salesforce Grid: • Build no-code grids for all clouds including Sales, Service, Experience, Consumer Goods, B2B Commerce • Support desktop, tablet, mobile & Experience Cloud while respecting sharing, validation, access and security

  • Flexible Data Views: • Switch between List, Related List, Tabular, Kanban, Chart , Focus and Split Views. • Save personal layouts and preferences so each user can work with the grid in the view that fits their task

  • Inline Editing at Scale: • Edit all supported Salesforce data types directly in the grid, including parent fields, picklists & rich text. • Use bulk updates, cross-object edits and validations to reduce clicks, page switches and spreadsheet work

  • Advanced Filters & Search: • Use column filters, list search, AND/OR logic, custom logic, Includes and Excludes • Use Child Traversal and parent-field lookup filters to narrow relationship-heavy Salesforce datasets fast

  • Grouping, Sorting & Summaries: • Group records up to 3 levels and multi-sort columns across 3 levels • Freeze key columns, Add summaries(like totals, averages, and counts), formula columns and quick calculations to compare data without exports

  • Intelligent Related Lists: • Go beyond standard related lists with grandchild, sibling, hierarchy and unrelated records • Bring deeper record data onto pages with inline edits, filters, grouping, summaries and actions

  • Conditional Data Control: • Use rules to highlight values, disable fields or hide data in the grid • Guide users to focus on the right records, prevent invalid edits and keep sensitive values controlled

  • Run Business Actions: • Manage individual records with options like Edit, Clone, & Delete, or use custom actions like flows, LWC, LC. • Open in Split View to keep the grid visible, see details and highlights, refresh after close or launch another AGrid

  • Admin & Developer Ready: • Control scheduled refresh, user view resets, layout defaults and SLDS 2 alignment. • Use AGrid Dev Component in custom LWCs with editing, filters, actions and summaries

Elevate your Salesforce experience with AGrid! Start your 14-day Free Trial today and enjoy exclusive expert support. AGrid empowers seamless data management through: *Column Filters and Sorting: Filter data with intuitive multi-select options and organize it using up to three sorting levels. *Auto Refresh: Keep your grid up-to-date with automated data refresh intervals. *Kanban View: Visualize records as cards in columns and manage workflows with drag-and-drop functionality. *Cross-Object Editing: Effortlessly edit related lists across multiple objects. *Embedded Charts: Gain insights with embedded bar, pie, and donut charts displaying key metrics. *Actions: Streamline operations with New, Edit, and Delete actions, and expand functionality using Lightning Flow, LWC and LC components. *Conditional Formatting: Apply rules to control visibility, formatting, and interactivity of data and actions based on dynamic conditions, enhancing grid behavior. *User Preferences: Customize and share filters and preferences for enhanced collaboration. *Export CSV: Manage and control your data with easy CSV export options. *List Summaries: Quickly analyze data with summarized statistics.

Categories

Business Needs
Productivity
Admin & Developer Tools
Data Management
Industries
Horizontal Product
Consumer Goods
Financial Services
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
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.
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.
Community Builder
Ready to use in the Salesforce Community Builder.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from Softsquare

  • Softsquare - Lightning DataTable Dev
    by Softsquare
    Lightning DataTable Dev is a Lightning Component intended for Lightning developers to let them display data in a table/grid with the following features. * Searching * Sorting * Pagination * Selectable rows * Table Level Actions * Row Level Actions
    Data Visualization

  • Softsquare
    by Softsquare
    • Salesforce Platinum (Summit) partner with Customer success as our core value. • Over 500+ Salesforce engagements as Consulting (SI), AppExchange products (ISV), Product Development Outsourcer (PDO). • 150+ resources across USA, Canada, and APAC.

  • Media Manager - File Preview, Sharing, and Management in Salesforce
    by Softsquare
    Media Manager is an easy-to-use Salesforce component for previewing and managing images, audio files, videos, documents, and other files in one place. It simplifies file management with a suite of powerful features.
    Document ManagementAdmin & Developer Tools