Grid Actions for Salesforce Record Management

Perform actions directly where your Salesforce data is displayed. AGrid's Grid Actions let teams view, edit, create, delete, clone, run Salesforce Flows, launch Lightning Components or Lightning Web Components, and open other AGrid experiences without repeatedly navigating away from the grid.

For teams looking for an action grid in Salesforce, AGrid brings record-level and multi-record actions into the same working view so users can move from reviewing data to completing the next task with fewer interruptions.

What Are Grid Actions in Salesforce?

Grid Actions are operations users can perform directly on Salesforce records from the grid where those records are displayed.

Instead of reviewing data in one place and navigating elsewhere to complete the next step, Grid Actions bring common record operations and business processes closer to the working dataset.

In AGrid, actions generally operate at two levels:

• Row Actions apply to an individual record.
• List Actions work at the grid level or with multiple selected records.  

This allows teams to move naturally from reviewing records to acting on them. A user might edit or clone a single record, process several selected records, or launch a Salesforce workflow without first leaving the grid and rebuilding the same context elsewhere.

The result is a more action-oriented Salesforce workspace where users can complete more of the work surrounding their data from one view.

Limitations of Native Salesforce Record Actions

Salesforce provides standard record actions, quick actions, mass actions, and custom list buttons. The challenge is that more advanced workflows often require users and admins to combine several Salesforce configuration areas.

Common Challenges Include

Salesforce provides record actions, quick actions, mass actions, and custom list buttons. The challenge is that more advanced workflows can be spread across different Salesforce configuration areas.

Common challenges include:

• Fragmented action setup: Record actions, list-view actions, Flow buttons, related lists, and Lightning pages may be configured separately.
• Additional setup for multi-record processes: Mass actions and custom Flow-based list actions can require separate action, variable, button, and list-view configuration.
• Navigation between data contexts: Users may need to leave the current list to open related records, another working list, or a custom component.
• Separate configuration for custom processes: Flow, Aura/Lightning Components, LWCs, and other custom experiences may each need their own entry point.  

AGrid does not replace Salesforce automation. It gives admins a configurable grid where those actions and processes can be placed closer to the records users are already working with.

How AGrid Enables Grid Actions for Salesforce

AGrid gives admins a configurable way to place the right actions directly into the grid and connect them to the record context users are already working with.

Admins can combine AGrid's standard actions with existing Salesforce automation and custom experiences. This includes launching Flow, Lightning Components, Lightning Web Components, another AGrid, or an AGrid Group from the configured grid.

Keep the Right Record Context

For record-specific processes, AGrid can pass contextual values such as the selected Record ID, Parent ID, Parent Field Name, Intelligent Filter API Name, or SObject data into supported actions.

For multi-record workflows, custom List Actions can receive Selected Record IDs or selected record information. This means a user's working selection can become the input to the next Salesforce process without recreating that record set somewhere else.

For example, a RevOps user could review Opportunities, select the records that need follow-up, and launch a Flow that processes those selected Opportunity IDs.

Bring Related Work Into the Same Experience

Grid Actions can also move users into another configured AGrid or AGrid Group when the next step requires additional data.

A Launch AGrid action can open another configuration as a List or Related List, while Launch AGrid Group can bring multiple configurations together when users need a broader working context.

For supported actions such as Flow, Launch AGrid, and Launch AGrid Group, admins can use Split View so the original grid remains visible while users complete the next task.

Keep the Grid Updated

When a Row Action or List Action changes Salesforce data, admins can enable Refresh AGrid after action closes. This reloads the grid after the action finishes so users can immediately see the latest values.

Together, these controls make Grid Actions configurable around the actual workflow—not just around the type of button users click.

What Can You Do with Salesforce Grid Actions?

Grid Actions let users move from reviewing Salesforce records to working with them from the same grid. Teams can handle routine record operations, launch existing Salesforce processes, and move into related AGrid experiences without repeatedly opening individual records or separate pages.

With AGrid, users can:

• Manage records directly: Edit, create, bulk create, bulk update, bulk delete, or clone individual records.
• Run Salesforce processes: Launch a Flow, Lightning Component, or Lightning Web Component using the current record or selected records as context.
• Work across AGrid experiences: Open another AGrid as a List or Related List, or launch an AGrid Group when users need multiple configured grids.
• Act on selected records: Pass selected Record IDs or selected record data into configured List Actions.
• Control action availability: Hide or disable configured actions based on conditions.  

Together, these capabilities make the grid a working interface for completing the processes around Salesforce data.

Features of Grid Action in AGrid

Bulk Edit

Update multiple Salesforce records from the grid instead of repeating the same change record by record. This is useful for routine operational updates such as changing status, ownership, priority, stage, or another permitted field across a reviewed working set.

Admins control which fields are editable and can disable bulk edit for picklist and multi-select picklist fields where bulk updates should be restricted.

Bulk Create

Create multiple records from one Bulk Create experience. Admins can decide which fields appear and whether values start blank, use a static value, or are pre-populated from a reference field where supported. Required and hidden fields can also be configured for the creation experience.

This supports repeatable data-entry processes where users need several similar records without reopening the standard create experience for every record.

Bulk Delete

Select multiple records in the AGrid List View and run the standard Delete List Action. Users can review the dataset, select the records that should be removed, and complete the cleanup without opening each record individually.

Clone Records

Clone an individual record through a standard AGrid Row Action. AGrid opens the Salesforce cloning experience with the existing record details available for the new record.

Note: AGrid supports single-record cloning. Bulk cloning is not supported.

Multi-Record Selection

Selection in AGrid can become the input to the next business process. Custom List Actions can pass Selected Record IDs into a Flow, Lightning Component, or Lightning Web Component and can also pass selected record information based on fields in the grid.

A typical workflow is:

Review records → select the required rows → launch the configured action → process those records.

Users can start from the dataset they have already reviewed instead of rebuilding the same selection inside another process.

Cross-Object Actions

Grid Actions can take users beyond the record currently displayed by opening related AGrid experiences or launching existing Salesforce automation and custom components with the right record context.

Launch another AGrid: Configure Launch AGrid as a Row Action to open another AGrid as a standalone List, a Related List using the configured Parent Field Name, or an Intelligent Related List where that relationship is configured. Admins can also control whether it uses Table or Card view and whether its header or selection controls appear.

For example, an Account grid can open another AGrid needed for the next step without sending the user through another Salesforce page.

Launch an AGrid Group: When users need several configured grids, a Row Action can open an AGrid Group in Tab, Accordion, or Dropdown view. This gives users a grouped workspace when a process requires multiple datasets rather than one additional list.

Launch Salesforce Flow: Connect an active Flow to a Row Action and pass context such as Record ID, Parent ID, Parent Field Name, Intelligent Filter API Name, or SObject values. At list level, Selected Record IDs can be passed into Flow for multi-record processing.

This lets teams reuse guided updates, approvals, or other organization-specific automation directly from the grid.

Launch Lightning Components: Existing Lightning Components can be exposed as Row or List Actions. Record context or selected IDs can be mapped into component variables, allowing teams to reuse custom Salesforce interfaces where users are already reviewing the applicable records.

Launch Lightning Web Components: LWCs can be launched in the same way. A Row Action can pass the current record context, while a List Action can pass selected record IDs for a multi-record process. This helps organizations expose existing LWC-based workflows without directing users to a dedicated page.

Creating the Row Action is only part of the setup. Admins add the required actions to the grid through Columns → Manage Columns → Insert Action. Selected Row Actions can be placed in an Action Column and displayed directly or through the configured menu option, keeping relevant actions beside each record.

Conditional Actions

Not every action should appear for every record or every user.

AGrid Conditional Rendering can hide or disable Row Actions and List Actions based on configured criteria, including record conditions and control variables such as Profiles, Permission Sets, or Permission Set Groups.

This lets admins keep one grid useful for different situations without exposing every action all the time.

Validation-Safe Actions

AGrid continues to respect Salesforce record and field access while users work from the grid. Configuring a field or action in AGrid does not give users access beyond their existing Salesforce permissions.

For inline and bulk editing workflows, admins can also use controls such as Partial Save and Record Collision handling to manage how updates are processed.

How to Add Row Actions to AGrid Columns

Creating the Row Action is only part of the configuration. Admins also determine where those actions appear in the grid.

After creating the required actions:

1. Open the Columns tab.
2. Select Manage Columns.
3. Use Insert Action to create an Action Column, or open an existing Action Column.
4. Select the Row Actions that should appear in that column.
5. Save the selection.
6. Configure how the actions should render, including the default presentation or Menu Icon option where applicable.  

This allows one Action Column to become the operational part of each row, for example: View - Edit - Run Approval - Open Related AGrid

Instead of placing users on a record page and asking them to find the right action elsewhere, the relevant actions stay beside the record they apply to.

Benefits of Grid Actions in Salesforce

• Manage Records Faster: Move directly from reviewing a record to the action it requires. Users can edit the record, launch a Flow or custom component, or open another AGrid without first navigating through multiple Salesforce pages.
• Reduce Repetitive Work: Use Row Actions for record-specific tasks and List Actions for selected-record processes. Teams can make a selection once and pass those records into the configured action instead of repeating the same process individually.
• Work Without Leaving the Grid: Supported Flow, AGrid, and AGrid Group Row Actions can open inside Split View, allowing users to keep the source grid visible while completing the next step.
• Reduce Manual Errors: Actions start from the record or exact set of records the user has already identified, reducing the need to reopen records, copy IDs, or recreate selections in another process.
• Eliminate Unnecessary Data Exports: Editing, creation, deletion, selected-record actions, Flow, and custom Lightning experiences can happen while users remain inside Salesforce, reducing the need to export data for routine operational work.
• Govern Every Action: Admins control which actions are configured, how they appear, what context they receive, and when they are available, while Salesforce permissions continue to govern access to the underlying records and fields.

Use Cases for Salesforce Grid Actions

AGrid Grid Actions are most useful when teams repeatedly review a dataset and then need to act on the records they find.

Sales Operations

Review Opportunities, update routine fields, and use Row Actions for record-specific processes. When several Opportunities need the same follow-up, users can select them and launch a Flow with the selected Opportunity IDs instead of opening each record.

If supporting data is needed, a Row Action can also open the relevant AGrid without breaking the pipeline review.

Salesforce Admins

Configure one grid with the standard actions users need most and expose organization-specific Flow, Lightning Component, or LWC actions beside them.

Admins can decide which actions appear in the Action Column, hide or disable actions conditionally, pass record context, and refresh the grid after actions complete. This creates a controlled action experience without replacing the underlying Salesforce automation.

Revenue Operations

Filter and review the relevant Accounts or Opportunities, select the records that need processing, and pass them into a configured Flow, Lightning Component, or LWC for review, reassignment, data correction, or another organization-specific process.

Customer Success Teams

Review Cases or customer records, update working fields, launch a Flow for a record-specific process, or open another AGrid containing the related data needed for follow-up without repeatedly leaving the working list.

Marketing Teams

Work with Lead, Contact, Campaign, or other configured datasets and use the grid as the starting point for action. Teams can select a working set and pass those record IDs into a Flow or custom component for the next marketing operation.

Why Teams Choose AGrid for Salesforce Grid Actions

AGrid does more than place additional buttons beside Salesforce records. It brings the actions, automation, and related data users need into the same configurable workspace where they are already reviewing their records.

Teams can combine everyday record actions with existing Salesforce automation and custom experiences. A user might edit a record, launch a Flow, open an LWC, or move into another AGrid without first navigating through multiple Salesforce pages.

AGrid gives admins one place to configure:

• Standard and custom Row Actions
• Multi-record List Actions using selected record context
• Flow, Lightning Component, and Lightning Web Component actions
• Launch AGrid and AGrid Group actions
• Conditional action availability and supported Split View experiences  

Native Salesforce can support many of these capabilities individually through record actions, quick actions, buttons, Flow, Lightning pages, and custom configuration. AGrid's advantage is bringing them together around the records users are actively working with.

AGrid vs Native Salesforce Grid Actions

Get Started with Grid Actions for Salesforce

Manage Salesforce records faster by bringing individual actions, multi-record operations, and custom Salesforce workflows into the grid where your teams already work.

From bulk record management to Flow-driven processes and conditional actions, AGrid helps teams spend less time navigating Salesforce and more time completing the work behind the data.