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.
Open accounts with no activity in 90 days, grouped by owner.
| Account | Status | Follow up | Open amount | ||
|---|---|---|---|---|---|
| Priya Nair(3) | |||||
| NORTHWIND HOLDINGS PTY LTD | Needs review | 12 Sep 2026 | A$184,000 | ||
| BRIGHTWATER LOGISTICS PTY LTD | Contacted | 19 Sep 2026 | A$96,400 | ||
| CEDAR HAULAGE PTY LTD | Needs review | — | A$61,250 | ||
| Jordan Chen(2) | |||||
| MERIDIAN TRANSPORT PTY LTD | Dormant | — | A$142,900 | ||
| STONEBRIDGE CIVIL PTY LTD | Contacted | 2 Oct 2026 | A$78,500 | ||
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
Define a view
Object, columns, base filters, and which fields (if any) are editable.
Slice on the page
End users filter, sort, and group live without touching the definition.
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
Read next
- How to build Salesforce dashboards across multiple objects
When two objects share only an indirect relationship, forcing them into one report can duplicate rows and distort totals. Start with grain, not the chart.
- Salesforce data migration: a practical checklist for admins
A successful Salesforce migration is a sequence of controlled decisions, not one large CSV upload. Use this checklist from scope through reconciliation.
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