Introduction

AppColab Grid is a configurable data grid for Salesforce. Administrators build spreadsheet-style views over any standard or custom object without code. End users get inline editing, filters, sorting, bulk actions, custom actions, and per-user preferences.

Who this guide is for

  • Administrators who want to build and manage grids.
  • End users who open grids to view, edit, and export Salesforce data.

What you can do with AppColab Grid

  • Build a custom grid for any object in a point-and-click wizard — no code.
  • Pull in fields from parent records up to 5 levels deep through lookups.
  • Edit cells inline with undo/redo, save multiple rows at once.
  • Search, filter, sort, paginate, freeze columns, and export to CSV.
  • Launch Flows, open URLs, or run Apex from toolbar buttons or row actions.
  • Show related records inline with child grids.
  • Let each user save their own column order, visibility, sort, filters, and page size.
  • Drop a grid onto any Lightning record page, app page, home page, or community page.

Core concepts

  • Grid Definition — the admin configuration record that defines a grid (primary object, columns, filters, actions, features, child grids). Stored in the Grid_Definition__c object.
  • Grid Identifier — the unique developer-style name that identifies a grid. Used when adding a grid to a Lightning page.
  • User Preference — per-user personalization saved against a Grid Definition (User_Preference__c).
  • Grid Browser tab — the catalog where end users find and open grids.
  • Grid Definition tab — where administrators create and edit grid configurations.
  • Grid Administration tab — where administrators monitor active grids, licensing, and usage.

How it fits together

  1. An admin creates a Grid Definition via the configuration wizard.
  2. The grid becomes available in the Grid Browser (or the admin embeds it on a Lightning page using the gridTable component and the Grid Identifier).
  3. End users open the grid, interact with data, and their personal view preferences are saved automatically.

Next steps

Phone

Office: +1 725 333 6699

Email

Office: admin@appcolab.com

Site: https://appcolab.com

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