MenuAgentExchange
SalesforceSlack

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?

Dynamic Data Table

By mindZvue

Turns flat Salesforce lists into an interactive, multi-level table

Free  

Never requires payment

Try It
Business Need
Sales
Customer Service
Project Management
Requires
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Marketing Cloud Account Engagement
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Dynamic Data Table helps Salesforce teams manage related records in a configurable 3-level hierarchy view. Switch between Table, Timeline, Calendar, and Kanban views, apply filters, take bulk actions, and highlight key data inside Salesforce.

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
Marketing Cloud Engagement
Marketing Cloud Account Engagement
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
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
MV Dynamic Data Table/Lyra 2.3.0
Listed On
06/16/2022
Latest Release
06/23/2026
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile
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: 11
Custom Tabs: 8
Custom Apps: 2
Lightning Components
Global: 14
App Builder: 0
Community Builder: 0
Languages
English

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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/23/2024

Additional Details

Salesforce teams often struggle to review data scattered across multiple objects, pages, and lists. Dynamic Data Table (DDT) solves this by bringing critical information into a single, actionable workspace. Key Capabilities - 3-Level Hierarchy View: Connect and view standard or custom Salesforce data models across three levels, breaking down object silos. - 4 Flexible Views: Switch between Table (structured review), Timeline (time-based tracking), Calendar (schedule management), and Kanban (visual pipeline/status boards). - Efficiency Tools: Find what matters using advanced/saved filters, search, and conditional formatting. Apply bulk edits or deletes to eliminate repetitive row-by-row updates. - Admin-Friendly: A guided Admin Workspace allows for seamless configuration of hierarchy levels, fields, and columns, with the ability to manage Draft, Active, and Inactive setups. Why Teams Use DDT - Works for Sales (pipeline), Service (cases), and Operations (timelines). - Visually tracks date-driven work and exports views to CSV or PDF. - Maximizes visibility and speed while reducing manual effort.

Need help?

mindZvue

5717 Legacy Drive, Suite 250, Plano, Texas 75024

Other ResourcesEmailTerms & Conditions