AGrid Introduction

AGrid, your no-code companion that effortlessly transforms Salesforce records into dynamic grids. Aligned with Salesforce's simplicity mantra, AGrid lets admins set up preferences for any Salesforce object, boosting productivity without the need for coding.  

AGrid Features

Why choose AGrid for Salesforce?

AGrid offers:

• Unified Data Management across Salesforce clouds. 

• Optimized Performance to handle large datasets smoothly. 

• User-Friendly Interface for easy adoption with minimal training. 

• Cross-Device Compatibility for desktop and mobile access. 

• No-Code Customization for creating and modifying views easily. 

• Native Integration with Salesforce for secure data handling. 

Grid supports all data types and actions as salesforce but much more like Conditional Rendering list, Intelligent Related list, Launch different custom action from a row view, partial save of data, Kanban view, and advanced chart visualizations in a list view 

Features

Powerful Filters and Sorting 

• Set up multiple filters for focused data views and save for future use. 

• Use column filters and list view search for precision. 

• Sort records using multiple fields to effectively organize data and enhance navigation. 

Interactive Kanban View 

• Update record statuses or groupings by moving them between cards within the Kanban view. 

• Group records by fields such as Status or Priority to organize data visually. 

• Use summary options like record count or numeric field summaries (e.g., totals, averages) for more detailed analysis  

Conditional Rendering (Admin & End Users)  

• Highlight rows or columns based on specific conditions to visually emphasize key data. 

• End users can also easily apply conditional highlights to make critical information stand out. 

• Manage actions like disabling or hiding specific features, including inline editing and preview options. 

Connected Intelligence-enabled Related Lists 

• Link objects flexibly without relying on traditional lookup or master-detail relationships, providing greater control over data connections. 

• Enable users to intuitively navigate across related records, simplifying access to interconnected data and boosting workflow efficiency. 

Auto Refresh for AGrid 

• Keep your AGrid table data up to date with automatic refresh at selected intervals. 

• Refresh pages automatically after user actions, eliminating the need for manual refresh. 

• See immediate updates when navigating between different AGrid setups or related records.

Data Visualization Using Charts 

• Choose from various chart types, including Horizontal, Vertical, Donut, and Pie. Create multiple charts for the same data set, offering different perspectives for analysis. 

• Visualize key metrics such as Record Count, Sum, and Average for numeric fields to support in-depth analysis. 

• End users can toggle between available charts to select the visualization that best meets their needs. 

Custom Actions 

• Leverage easy-to-use Flow, Aura Component, and Lightning Web Component actions from AGrid. 

• Execute more than one row and list actions with icon support such as create, clone, update and more.  

User Actions and Data Controls 

• Utilize inline editing, bulk actions (update, delete, create), and focus mode. 

• Save and share custom filters with ease. 

• Control and personalize data views using features like MIN, MAX, SUM, and AVG, if these options have been set up by the admin in the configuration. 

Smart Data Insights 

• Perform data analysis with export options (.CSV), summaries, averages, and more. 

• Manage preferences, export/import configurations, and support external objects. 

AGrid Formula 

• Create calculated fields directly in your grid—no need for custom Salesforce fields. 

• Use built-in functions, arithmetic operators, and multi-level field references to build formulas. 

• Preview results instantly using Debug mode, so you can validate logic before saving. 

Mobile-Friendly Interface 

• Enjoy seamless list views on mobile devices. 

• GroupBy records, load up to 10k records, and maintain record type support for inline editing and bulk creation.