Grids | Inline Edit | Related List, List View & Report Grid | Data Import

Highlights

• GRIDS
  Improve your teams' productivity by creating smart grid solutions which reduce the clicks they need to complete their work.
• LIST VIEW | RELATED LIST | REPORT
  One grid, three jobs. Drop Grids onto any record, app or home page and use it as a filterable list view, an editable related list, or a live report, without switching screens or building anything in code.
• DATA IMPORT & DOWNLOAD
  Paste rows straight from Excel or Google Sheets into the grid, or import them in bulk, then download to a proper .xlsx file with formatting, links and rich text preserved. No Data Loader, no CSV clean-up.
• CONDITIONAL FORMATTING
  Use conditional formatting, progress bars, summaries, sparklines and dynamic icons to highlight trends, outliers and actions. Freeze important columns while working across larger datasets.
• FILTER, SORT AND SAVE THE VIEWS YOU NEED
  Use quick filters, multiple filters and multi-level sorting to focus on the right records. Save personalised grid views for different users, workflows and priorities.
• ACTIONS
  Run Salesforce Flows and record actions from individual rows or selected records.
• MULTIPLE OBJECTS IN ONE VIEW
  Display data from multiple Salesforce objects together, giving users the context they need without switching between records, pages or tabs.
• 100% NATIVE AND EASY TO CONFIGURE
  Built using Lightning Web Components and Apex, Grids works with your existing Salesforce permissions, sharing model, validation rules and automations. Admins can create and embed grids in Salesforce record pages without
• CRM SAMPLE GRIDS
  Includes 40+ Pre-built Grids.

What Grids | Inline Edit | Related List, List View & Report Grid | Data Import does

• 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 Grids

• Summaries (Aggregate Totals) above the Grid

• Data Import & Download

• Mass Delete

• Search

• Usage Insights - help seeing ROI

• Grids built 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 Grids.

✔ 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.

Screenshots