Notes

Known limitations and performance tips. Keep these in mind when designing or using grids.

Known limitations

  • Record limit: Grids handle datasets up to ~50,000 records. For anything larger, use targeted filters or server-side pagination.
  • CSV on server-side pagination: Only the pages the user has loaded are included in the export. For full exports, use client-side pagination.
  • Type overrides on formulas: Casting a formula output to a Mini Chart, Picklist, or similar complex type requires the underlying primitive type to match. Complex overrides may have limited editing support.
  • More than 15 columns: Rendering gets noticeably slower past about 15 visible columns. Use Column Settings to hide less-used columns.
  • Deep lookups: Related fields are supported up to 5 lookup levels. Deeper relationships are not currently supported.

Pagination choice

Mode Behavior Best for
Auto Grid picks based on result size. Most grids.
Client-Side Loads all records up to the record limit at once. Small to medium datasets; when users need instant sort/filter and full CSV exports.
Server-Side Loads one page at a time from Salesforce. Large datasets (thousands to tens of thousands of rows).

Performance tips

  • Filter aggressively on the Grid Definition so users don’t have to sift through everything.
  • Keep default columns minimal. Users can show more via Column Settings.
  • Avoid heavy formulas as displayed columns when possible — they add query cost per row.
  • Frozen columns help on wide grids but rendering cost grows with the number of frozen columns; 1–2 is usually enough.
  • Turn off unused features on the Grid Definition to keep the toolbar focused.

Security

  • All data access runs in user mode — CRUD, FLS, and sharing are respected.
  • Queries use bind variables — user input cannot inject SOQL.
  • Custom Apex actions inherit the invoking user’s context unless explicitly declared without sharing.

Upgrade path

  • Upgrading the AppColab Grid package preserves all Grid Definitions and user preferences.
  • New features added by an upgrade appear as additional toggles on the Grid Definition; they default to off on existing grids so behavior doesn’t change unexpectedly.