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?
Grid Inline Editing Related List Views Datatable Report Export Analytics App
Boost inline editing in Salesforce with fewer clicks and less spreadsheets
Overview
Grid interface lets users view, edit, and manage records in a fast, spreadsheet-style interface with inline editing, related lists, filters, bulk actions and much more. All built natively with LWC.
See How Grid Inline Editing Related List Views Datatable Report Export Analytics App Works
IMPROVE PRODUCTIVITY Improve your teams' productivity by creating smart grid solutions which reduce the clicks they need to complete their work.
DRIVE ADOPTION Equip your users with an intuitive modern UI, steering them away from offline spreadsheets and immerse them in Salesforce experience.
STANDARDIZE BUSINESS PROCESS Simplify and enrich the data entry experience through the use of smart features such as conditional formatting, sparklines, completion bars and many more.
• 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 • Summaries (Aggregate Totals) • Download • Mass Delete • Search • Usage Insights - help seeing ROI • All built on 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 this App. ✔ 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
- SalesForecastingData Management
- Industries
- Horizontal ProductNonprofit
- Personas
- AdministratorBusiness UserConsultant
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
