Actions

Easily start actions from the actions quick buttons.

How to open

• Use the Actions quick buttons on the left side of the data grid toolbar.

• Click Settings to open the Actions tab of the Tab Settings dialog.

Add

• Inserts an empty row after the last selected row or after the first row if nothing is selected.

• Row selection moves to the newly added row.

Clone

• Duplicates the selected rows after the last selected row.

• Only has create permission columns are copied.

• Row selection moves to the cloned rows.

Delete

• Deletes the selected rows.

• If a row represents an existing record, a Delete confirmation dialog appears first.

Bulk / New Task

Create tasks for all selected rows, available inputs can be customized via the Task Bulk New field set.

• Input Fields

  • Subject — the task’s title shown on the record.

  • Assigned To — the user who will own the task.

  • Due Date Only — date the task is due (no time component).

  • Status — current state of the task (e.g., Not Started, In Progress).

  • Priority — importance level for the task.

  • Description — details or notes about the task.

• Buttons

  • Save — creates one task per selected row using the inputs above.

  • Close — closes the dialog without creating tasks.

Bulk / New Note

Create notes for all selected rows.

• Input Fields

  • Title — the note’s title.

  • Private — restricts visibility according to your org’s note privacy rules.

  • Body — the note content.

• Buttons

  • Save — creates one note per selected row with the given title/body.

  • Close — closes the dialog without creating notes.

Bulk / Follow

Follow the selected rows if Chatter enabled.

Bulk / Add to Campaign

Create Campaign Members for all selected rows, only support Contacts and Leads.

• Input Fields

  • Campaign — lookup to the target campaign.

  • Member Status — status to set for the new campaign members.

• Buttons

  • Save — creates one Campaign Member per selected Contact/Lead with the chosen status.

  • Close — closes the dialog without adding members.

URL

Configure custom URL calls that can reference row data and formulas.

• Configure

  • In the Actions tab of the Tab Settings dialog, click Add URL to open the Add URL dialog.

  • Hover an existing URL action and use the popover icon button to Edit / Clone / Delete.

• Input Fields

  • Label — action name shown in the UI

  • Method — HTTP method (e.g., GET, POST)

  • URL — endpoint

  • Array Parameter Serialization — choose how arrays are encoded

  • Parameters — add rows of:

    • Parameter Name

    • Formula (build with fields/operators/functions)

• Buttons

  • Add — saves the URL action.

  • Close — closes the dialog without saving.

Flow

Launch a Salesforce Flow for each selected row with optional variables.

• Configure

  • In the Actions tab of the Tab Settings dialog, click Add Flow to open the Add Flow dialog.

  • Hover an existing Flow action and use the popover icon button to Edit / Clone / Delete.

• Input Fields

  • Flow — select an existing flow.

  • Label — action name shown in the UI.

  • Variables — shown if the flow accepts inputs:

    • Variable — choose a Flow variable to pass a value into.

    • Data Type — read-only; automatically set from the selected Flow variable’s data type.

    • Formula — expression that evaluates to the variable’s expected type.

• Buttons

  • Add — saves the Flow action.

  • Close — closes the dialog without saving.

Apex

Planned.

Export

• Export CSV

• Export Excel (UTF-8 with BOM)

• Print