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Coconut Grid

By Coconutmatrix Inc.

Excel-like data grid for Salesforce

No Ratings
Starting at $15   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Sales
Productivity
Analytics
Requires
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Coconut Grid is an Excel-like data grid for Salesforce that enables intuitive bulk editing and processing of data. With its user-friendly design, users can efficiently manage large volumes of data and update multiple records at once.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
For system requirements, see the documentation below. https://docs.coconutmatrix.com/coconut-grid/get-started/overview

App Details

Version
Coconut Grid/June 2026 1.1.0
Listed On
06/04/2026
Latest Release
06/05/2026
Supported 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.
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.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English
Japanese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/25/2025

Additional Details

⚫︎ Folder Management Organize and share items by folder, making it easier to manage them by purpose or team. ⚫︎ Inline Editing Edit directly in the data grid with an Excel-like experience, and easily undo or redo changes. ⚫︎ Copy & Paste Copy and paste cells or multiple rows in the data grid for efficient Excel-like editing. ⚫︎ URL Actions Create URLs from record values and open external pages or Salesforce detail pages directly. ⚫︎ Salesforce Flow Integration Run Salesforce flows against records and launch business processes directly from the data grid. ⚫︎ Export Export data in CSV or Excel format for immediate analysis and sharing. ⚫︎ Formula Columns Create custom formula columns for flexible analysis and calculations, evaluated in real time. ⚫︎ Conditional Formatting Change row or cell styles based on conditions, making important data easier to identify visually. ⚫︎ Filtering Narrow down records and combine multiple criteria to control what is displayed. ⚫︎ Searching Quickly find the records you need with search. ⚫︎ Sorting Sort each column in ascending or descending order, with support for multi-column sorting. ⚫︎ Pinned Columns Pin important columns to the left or r

Need help?

Coconutmatrix Inc.

Tokyo, Japan

Technical inquiries and support requests are handled via our support email.

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