Universal Data Grid

Highlights

• ACCELERATORS Anchored by the UDG, the Accelerators are designed to quickly improve usability, performance & efficiency for any client using Salesforce, with specific packages focused on improving outcomes for Revenue Cloud customers. Endless use cases!
• EXCEL-LIKE UX Switch objects without leaving the page. Upgrade all related lists with one component. Save personalized views. Mass edit with partial success. No-code setup. Use in: Lightning App, Home, & Record Pages, Screen Flows, and Experience Sites.
• ADVANCED FILTERING + SORTING Filter, sort, and manage larger datasets directly from the grid for faster decisions without drilling into record after record.
• AD‑HOC FIELD CONTROL Enable users to add/remove fields (within their existing Salesforce permission set) to create smarter, purpose-built “panes of glass” for roles and workflows—without waiting on page layout changes.
• UNIVERSAL DATA MANAGER Give users an efficient way to browse objects they have access to, save views, and take action from a single grid experience.
• FLOW‑READY AUTOMATION Embed grids inside Salesforce Flows and launch flows from grids to streamline high-volume operational work.
• CPQ ACCELERATORS Modernize Salesforce CPQ with high‑performance experience for large quotes, amendments, renewals, approvals, and contract consolidation. Designed to eliminate performance bottlenecks in enterprise environments.
• RAPID TIME‑TO‑VALUE Designed to be implemented quickly (often within a day or two) with handoff to the customer’s Salesforce admin team and an intuitive UX that allows widespread user adoption.
• SALESFORCE‑NATIVE SECURITY Designed to run entirely within the customer’s Salesforce environment—no external data hosting—while respecting Salesforce’s security model (e.g., field-level security).