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Data Tables

A spreadsheet view for your Salesforce data

Build grid views of live records the way admins actually think: pick columns (including parent fields like Account.Owner.Name), filter and group on the page, nest child-record grids, and edit inline — against a server-validated allowlist.

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What you can do

  • Columns from the object itself or parent dot-paths (Account.Name on an Opportunity view)
  • Filter, sort, and group without changing the underlying query
  • Child-relationship grids nested on the same page — Opportunities under each Account
  • Inline editing limited to an explicit, server-validated field allowlist
  • Saved views your team opens like reports

How it works

1

Define a view

Object, columns, base filters — and which fields (if any) are editable.

2

Slice on the page

End users filter, sort, and group live without touching the definition.

3

Edit where allowed

Inline edits are validated server-side against the view’s allowlist — no sneaky URL can widen it.

Why it's different

Editing with a seatbelt

Every edit is validated on the server against the view’s explicit field allowlist and your Salesforce permissions — the grid can only change what the view’s owner deliberately opened up.

Try asking

  • A data-cleanup cockpit: accounts grouped by owner with editable status fields
  • Pipeline review grid with opportunity children under each account
  • Ops dashboards for teams who live in spreadsheets, minus the export

Data Tables — questions

Works even better with

SOQL Assistant

Describe the query in English — get tested SOQL and live results. Save the queries your team runs every week.

Learn more

AI Insights

Describe the report you need. Insights writes the SOQL, picks the chart, checks its own work, and saves a live dashboard.

Learn more

Data Seeding

Clone real data into sandboxes with mandatory PII masking — relationship-aware, resumable, and refuses to touch production.

Learn more

Put Data Tables to work on your org

Start free with the Metadata Explorer — every AI feature is free while the beta runs, and a competitive price is still being worked out.

Join the free beta — no credit cardSee pricing