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 Definitions.
  • 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