Dynamic Data Table

Highlights

• Review related Salesforce data across a configurable 3-level hierarchy view, giving teams a structured way to work across connected records.
• Switch between Table, Timeline, Calendar, and Kanban views based on how your team needs to review, plan, schedule, or prioritize work.
• Manage date-driven work in Calendar View by moving records, rescheduling dates, jumping to specific dates, and hiding hierarchy levels when needed.
• Organize records visually in Kanban View by stage, status, priority, category, owner, or another configured picklist field.
• Use search, advanced filters, custom filter logic, and contextual sorting to quickly focus on the Salesforce records that matter.
• Save up to 5 frequently used filters per user so teams can return to common record views without rebuilding filters every time.
• Select multiple records with checkboxes, bulk edit field values, or bulk delete selected records to reduce repetitive manual updates.
• Apply colored cells with conditional formatting to highlight records based on status, priority, due dates, risk signals, or custom business rules.
• Fast performance with export guardrails: Lazy loading keeps tables responsive, Load More follows selected record counts, and users can export current views to CSV or PDF.