AGrid for Sales Cloud

Control your sales data. Empower your team

Work across opportunities, accounts, and activities in one grid—update faster, act instantly,and close deals with full context.

Get a Demo

Explore our products

see agrid in action

What is Sales Cloud?

Salesforce Sales Cloud is designed to manage leads, opportunities, accounts, and revenue pipelines—giving sales teams the structure to track and close deals efficiently. But as pipelines grow, so does the complexity of managing related data. Reps constantly switch between records, dashboards, and reports just to understand deal context or make updates.

AGrid transforms Sales Cloud into a single, actionable workspace—where teams can view related records, update data inline, and take action without navigating across multiple screens.

Data Management Challenges in Sales Cloud

Managing pipeline updates and deal activities often requires too many steps. This creates friction in execution and reduces time spent on selling.

Deal context is split across records

Reps jump between Opportunities, Accounts, Contacts, and Activities to understand a single deal.

Slow & Repetitive Pipeline Updates

Stage changes, owner updates, and next steps are often handled one record at a time.

Limited Cross-Object Editing

Users can view related records, but updating them together is still inefficient.

Hidden Deal Priorities

High-value or at-risk deals are often buried in reports instead of daily working views.

Disconnected Sales Actions

Lists help review data, but users must leave the view to take action.

Limited Mobile Execution

Reps can access data on mobile, but updating and acting is still restricted.

How AGrid Helps Sales Cloud Users

AGrid removes sales execution gaps by turning Sales Cloud into a single, actionable workspace.

Everything about your deal. One unified view

Bring opportunities, accounts, contacts, and activities into a single workspace so reps can understand and act without switching records.

View cross-object data with Intelligent Related Lists
Access full deal relationships in one grid
Eliminate time lost navigating between records

Focus only on deals that matter.

Cut through large datasets with advanced filters, logic-based conditions, and saved views tailored to each user.

Apply advanced filters with logic conditions
Save and reuse personalized views
Reduce time spent searching and sorting

Adapt your workspace to your sales process.

Structure and organize data the way your team works using flexible layouts, grouping, and multiple view options.

Group records for better segmentation
Customize columns and layouts per workflow
Switch between grid, card, and visual views

Update faster. Keep your pipeline accurate.

Make quick changes across records with inline editing, bulk updates, and export-ready data handling—all from one place.

Inline edit across base and related records
Bulk update stages, owners, and next steps
Export structured pipeline data when needed

Take action where your data lives.

Execute workflows directly from the grid so sales teams can move deals forward without breaking their flow.

Trigger flows, LWCs, and custom actions
Act on single or multiple records instantly
Reduce delays from disconnected execution

See risks, priorities, and revenue clearly.

Turn pipeline data into actionable insights with visual views, smart highlighting, summaries, and multi-currency support.

Track pipeline using Kanban, charts, and summaries
Highlight high-value and at-risk deals
Analyze data with multi-currency visibility

Results with AGrid

93%

Faster user adoption through intuitive, action-driven interfaces

increase in deal execution speed with reduced navigation and faster updates

80%

Reduction in reporting effort with real-time insights embedded in daily workflows

70%

Less time spent on data cleanup through structured, inline data management

trusted by over 1000 organizations worldwide

what our customers say

AGRID is a fantastic tool that has completely transformed the way we manage and review our records in Salesforce. The visual clarity it provides is outstanding.

Sam Rosenberg

Reside NY

AGrid is a great work facilitator and a big time saver with inline edit of related lists. The tool is very easy to use, no coding necessary, and the team is quick to respond.

Stefanie Scheucher

S.Spitz GmbH

Their support and product have been outstanding. They quickly respond and assist, often setting up meetings to solve issues. Highly recommend for day-to-day use.

Tim Trippel

Chem-Aqua, Inc. (NCH Corp)

Agrid components are intuitive, highly-customizable, and load quickly. We love the ability to see a child record's related list from the parent page—great for adoption.

Luisa Gelfand

World Resources Institute

Super easy to set up with filtering views based on logged in user, launching Flow buttons, and placing components on utility bar. Far more affordable than others.

Tom Connolly

Centuri Group

A total game-changer! Users can line-edit records, filter and save filters, run actions on selected rows, and see calculated values for each column.

Luison Lassala

Bedrock Success

Fastest load times and most responsive support. Integration with flows is a huge advantage. A superlative solution that exceeded expectations.

Michael Boyens

Streamline Edge

Fantastic experience with zero coding needed. Column selection, search, filter, sorting, and lazy loading work seamlessly with an intuitive UI built on Lightning.

Mahendran Sundarraj

Comcast Cable Communications

View all on appexchange

Got other Questions in mind?

We’re here to help. Reach out to schedule an introductory call with one of our team members and learn more about how Softsquare can benefit your organization.

AGRID is a fantastic tool that has completely transformed the way we manage and review our records in Salesforce. The visual clarity it provides is outstanding.

view all

What is the difference between Create from Scratch Import, Salesforce List View and Import Salesforce Related List?

Option

Create from Scratch

Import Salesforce List View

Import Salesforce Related List

Description

Start fresh and manually define every element of the configuration.

Automatically pulls fields and filters from an existing Salesforce List View for faster setup.

Imports columns from a related Salesforce object, based on parent-child relationships.

Customization

Full control over columns, filters, actions, and layout.

Customization allowed after importing fields and filters.

Modify and adjust imported columns and details as needed.

Why does my AGrid show "No columns to display"?

This occurs if you forget to add at least one column while creating the configuration. Fix: Always click "Add Column" after filling in the Configuration Details to ensure columns are added.

Can AGrid admin select fields from related parent objects for display in the list view?

Yes, AGrid admin can select fields from the primary object or related parent objects for display in the list view. Currently, AGrid supports up to 5 parent object levels.

What is Inline Edit Support for Parent level?

Inline Edit Support for Parent level refers to the ability for users to edit fields on the first level parent record of a related object directly from the AGrid List View. For example, if a user has a Configuration for Contacts, they can edit fields on the parent Account record directly from the AGrid List View. This feature can save time and improve efficiency for users who need to make quick updates to related records without having to navigate to the parent record's detail page.

Can users reset a grid to its original setup?

Yes! The Enable Quick Reset option allows users to reset changes (grouping, sorting, kanban, column width, text wrap, etc.) and revert to the base configuration.

What types of fields support column filtering in AGrid?

Supported fields include: Text, Picklist, Multi select picklist, Reference (lookup), Number, Date/Datetime, (Some fields like Rich Text, Text Area are not supported for direct column filtering.)

Can I build related lists for objects without direct relationships in AGrid?

Yes, AGrid's Intelligent List feature enables you to build related lists for objects without direct relationships, visualize complex relationships with sibling records, sibling objects, grandchild objects, and unrelated objects.

How do I pass values to Custom Actions in AGrid?

You can pass values to Custom Actions in AGrid using the Value field or the Global Variable field. In the Global Variable field, you can select a value based on the current AGrid List View or the context of the selected object in the configuration.

Frequently Asked Questions

What sales objects can I manage with AGrid?

AGrid works with all standard and custom Salesforce Sales Cloud objects—such as Opportunities, Accounts, Contacts, and Activities.

Can I customize views for different teams?

Yes! AGrid allows admins to create and lock views for teams while giving sales reps the ability to save their personal preferences.

Can AGrid integrate with my existing Salesforce workflows?

AGrid seamlessly integrates with Salesforce’s standard Flow, ensuring your team can continue using existing processes while enhancing data management capabilities.

Is AGrid compatible with all Salesforce editions?

AGrid is compatible with most Salesforce editions, including Enterprise, Developer, and Performance Editions. It can also be used with Sales Cloud Lightning, giving flexibility across different Salesforce setups.

How does AGrid help with data security and compliance?

AGrid follows Salesforce's robust security standards, including encryption for data in transit and at rest. It also provides full audit trails and compliance reporting, ensuring your team meets industry standards for data privacy and security.

Work Smarter Inside Salesforce

Manual processes and scattered data create bottlenecks across sales, ops, and support. Our Salesforce-native products eliminate the friction so your teams can focus on results — not workarounds.

Ready to optimize your Sales Cloud experience?

Request a Demo

Get It Now

AGrid

User 360

Media Manager

FileMate

Round Robin Distributor

Salesforce Extensions & Platforms

Trending Resources

Control your sales data. Empower your team

What is Sales Cloud?

Data Management Challenges in Sales Cloud

How AGrid Helps Sales Cloud Users

Everything about your deal. One unified view

Focus only on deals that matter.

Adapt your workspace to your sales process.

Update faster. Keep your pipeline accurate.

Take action where your data lives.

See risks, priorities, and revenue clearly.

Results with AGrid

What You Can Do with User 360

Resources & Support

Got other Questions in mind?

Other products you might like

Edit and Manage Salesforce Data

Organize Files Inside Salesforce

Automate Salesforce User Management

FileMate by Agentforce