Installation

This page covers installing AppColab Grid from the Salesforce AppExchange, assigning access, and loading the built-in sample grids so you can explore the app before building your own.

Go to AppColab Grid on AppExchange

Screenshot placeholder: /appcolab-grid/installation-appexchange.png — AppExchange listing / install flow.

Step 1: Install the package

1. Open the AppColab Grid listing on the Salesforce AppExchange.
2. Click Get It Now and choose the target org (Production or Sandbox).
3. When Salesforce asks who should have access, choose Install for Admins Only (recommended). You can grant access to additional users later with permission sets.
4. Wait for Salesforce to confirm the install is complete.

Step 2: Open the Appcolab Grid app

1. Click the App Launcher (nine-dot icon in the top-left).
2. Search for Appcolab Grid and open it.
3. You should see three tabs: Grid Browser, Grid Definition, and Grid Administration.

Screenshot placeholder: /appcolab-grid/installation-app-launcher.png — App Launcher with Appcolab Grid highlighted.

Step 3: Assign permission sets

AppColab Grid ships with two permission sets:

• Appcolab_Grid_Admin — Full access. Assign to users who configure grids, manage the app and licenses.
• Appcolab_Grid_User — End-user access. Assign to anyone who should open grids from the Grid Browser or a Lightning page.

To assign a permission set:

1. Go to Setup → Users → Permission Sets.
2. Open Appcolab_Grid_Admin or Appcolab_Grid_User.
3. Click Manage Assignments → Add Assignments.
4. Select the users and click Assign.

Screenshot placeholder: /appcolab-grid/installation-permission-sets.png — Permission Set assignment page.

Step 4: (Optional) Load the sample grids

AppColab Grid includes a library of pre-built sample grids you can load with one click. These are an easy way to see what a working grid looks like and to use as starting points for your own.

1. Open the Grid Browser tab.
2. Click Load Sample Grids.
3. Review the list of samples in the confirmation dialog and click Confirm.
4. The sample grids appear in the Grid Browser immediately.

Sample grids include views for Accounts, Contacts, Opportunities, Leads, Accounts with Opportunities (child grid), and Opportunity Products.

Screenshot placeholder: /appcolab-grid/installation-load-samples.png — Load Sample Grids button and confirmation.

Step 5: Verify the install

• Open the Grid Browser tab — you should see your sample grids listed as cards.
• Click View on any card to open a working grid.
• Open the Grid Administration tab — you should see counts of active grids and assigned licenses.

You are ready to build your first grid. Continue with the Quick Start.