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Universal Data Grid: Bulk In-Line Editing, Rapid Configuration, Intuitive UI

Simplify Data. Accelerate Execution. Deliver Results.

Overview

UDG is a LWC-native solution that accelerates your ability to work smarter in any Salesforce environment. View, manipulate, mass edit & export data & related lists. Compatibility across all clouds & objects; enhances UX, performance & productivity.

See How Universal Data Grid: Bulk In-Line Editing, Rapid Configuration, Intuitive UI Works

ACCELERATORS Anchored by the UDG, the Accelerators are designed to quickly improve usability, performance & efficiency for any client using Salesforce, with specific packages focused on improving outcomes for Revenue Cloud customers. Endless use cases!
EXCEL-LIKE UX Switch objects without leaving the page. Upgrade all related lists with one component. Save personalized views. Mass edit with partial success. No-code setup. Use in: Lightning App, Home, & Record Pages, Screen Flows, and Experience Sites.
ADVANCED FILTERING + SORTING Filter, sort, and manage larger datasets directly from the grid for faster decisions without drilling into record after record.
AD‑HOC FIELD CONTROL Enable users to add/remove fields (within their existing Salesforce permission set) to create smarter, purpose-built “panes of glass” for roles and workflows—without waiting on page layout changes.
UNIVERSAL DATA MANAGER Give users an efficient way to browse objects they have access to, save views, and take action from a single grid experience.
FLOW‑READY AUTOMATION Embed grids inside Salesforce Flows and launch flows from grids to streamline high-volume operational work.
CPQ ACCELERATORS Modernize Salesforce CPQ with high‑performance experience for large quotes, amendments, renewals, approvals, and contract consolidation. Designed to eliminate performance bottlenecks in enterprise environments.
RAPID TIME‑TO‑VALUE Designed to be implemented quickly (often within a day or two) with handoff to the customer’s Salesforce admin team and an intuitive UX that allows widespread user adoption.
SALESFORCE‑NATIVE SECURITY Designed to run entirely within the customer’s Salesforce environment—no external data hosting—while respecting Salesforce’s security model (e.g., field-level security).

The Universal Data Grid (UDG) is an enterprise-grade, highly customizable grid component that works across Lightning Record Pages, App Pages, Home Pages, Flow Screens, and Experience Cloud sites, transforming your Salesforce data experience. Key Benefits: • Accelerated Productivity - Inline editing, bulk operations, and intelligent filtering eliminate time-consuming navigation • Enhanced Adoption - Intuitive Excel-like interface with column freezing and customizable views requires minimal training • Reduced Development Costs - One component replaces dozens of custom solutions, accelerating deployment Core Features: • Query any Salesforce object with relationship support and dynamic filtering • Mass inline editing with Field-Level Security enforcement and partial success handling • Bulk operations: delete, Flow actions, and row-level actions (view, edit, delete, change owner) • User-configurable field display with saved views and object switching • One component enhances ALL related lists automatically • Advanced UX: column reordering, row numbering, column freezing, multi-column sorting • Enterprise security: FLS/OLS enforcement, sharing rules, SOQL injection protection