January 11, 2025

Winter’25 AGrid Release Notes

Approx 20 min read
Krisha Panchamia
Krisha Panchamia
Author

Table of Contents

Why OpenAI is Transforming Equipment Repair
Why OpenAI is Transforming Equipment Repair
Why OpenAI is Transforming Equipment Repair
Why OpenAI is Transforming Equipment Repair
Why OpenAI is Transforming Equipment Repair
Why OpenAI is Transforming Equipment Repair

Welcome to the AGrid Winter ’25 release! Get ready for exciting new features that make managing and viewing Salesforce data simpler than ever. Whether you’re an admin or an end-user, this update brings tools to help you work smarter and faster, all without needing to write a single line of code.

Quick Summary

  • Data Visualization with Embedded Charts
  • Dynamic Kanban View
  • User-Level Conditional Highlighting
  • Column Freezing for Enhanced Navigation
  • A Fresh Look for AGrid Headers
  • Default Record Loading Configuration
  • Grid Settings Redesign
  • Enhanced Data Customization
  • Data Index Column

Let’s dive in and see how AGrid can make your Salesforce experience better than ever!

What’s New?

Data Visualization with Embedded Charts

Gain actionable insights with the all-new chart feature in AGrid. Whether it’s sales performance or customer segmentation, you can now visualize your data directly within your grid.

  • Chart Types: Supports Bar, Pie, Donut, and Line charts for comprehensive data analysis.
  • Interactive Insights: Charts update dynamically with grid data changes for real-time insights.
  • Admin and End-User Access: Admins can configure charts while end-users can toggle views.
  • Multi-Chart Support: Create and switch between multiple charts for different data perspectives.

Use Case: Monitor lead distribution by source or analyze revenue by region at a glance.  

Donut Chart - End users view
Donut Chart - End users view
Bar Chart - End users view
Bar Chart - End users view
View Charts
View Charts

Dynamic Kanban View  

Track progress and manage workflows with the intuitive Kanban View. Drag and drop records to update their status effortlessly.  

  • Visual Organization: Group records by fields like Status, Priority, or Custom Fields for clear visibility.
  • Real-Time Updates: Instantly reflect changes across stages with a simple drag-and-drop.
  • Advanced Summaries: View record counts and calculate numeric field summaries like totals and averages.

Use Case: Perfect for sales pipelines, project task tracking, or managing customer support cases.

Setup Kanban View
Setup Kanban View
Setup Kanban View as End Users
Setup Kanban View as End Users

User-Level Conditional Highlighting

End-users can now take charge of their data visualization by applying personalized highlights to critical data points. This feature allows users to:

  • Set custom rules to apply color-coded highlights based on specific conditions, such as overdue tasks or high-priority leads.
  • Easily identify trends and outliers with intuitive, visual cues directly in the grid.
  • Combine multiple conditions with AND/OR logic for advanced customization of their data views.
View Conditional Highlighting rules
View Conditional Highlighting rules
Edit Conditional Highlighting Rules
Edit Conditional Highlighting Rules

This makes it easier than ever for users to focus on what matters most, boosting efficiency and enabling quicker decision-making.

  • Custom Rules: Apply color-coded highlights for trends, outliers, or specific conditions.
  • Admin-Free Configuration: Users can set their own rules for personalized data insights.
  • Flexibility: Combine multiple conditions with AND/OR logic for advanced customization.

Column Freezing for Enhanced Navigation

Keep your most important data always in view! With Column Freezing, you can lock specific columns while scrolling through wide datasets, ensuring you never lose track of critical information. This makes navigating your data smooth and hassle-free, whether you’re working with a few rows or thousands.

  • Customizable Freezing: Admins and users can lock specific columns, ensuring they stay visible.
  • Seamless Scrolling: Navigate wide tables without compromising on key details.
  • Maximize Productivity: Freeze up to three columns for a tailored data review experience.
Column Freeze Setup in Grid Settings
Column Freeze Setup in Grid Settings

Winter’25 Enhancements

A Fresh Look for AGrid Headers

The redesigned end-user grid header is here to transform your interactions with AGrid. Inspired by user feedback, this sleek, intuitive interface ensures you can access key features with ease.

  • Key Features at a Glance: Sorting, filtering, and grouping options are now front and center, eliminating unnecessary complexity.
  • Search and Filters Made Simple: Prominently displayed and easy to use, these tools help you locate data faster than ever.
  • Guided Navigation: Redesigned icons and tooltips simplify workflows, making it easier for new users to get started.
AGrid Header Redesigned
AGrid Header Redesigned

Why It Matters:

  1. Navigate faster with an organized, user-friendly layout.
  2. Perform tasks like sorting and grouping with fewer clicks.
  3. Experience updates driven by real feedback from users like you.

Default Record Loading Configuration

Take control of how your data is presented by setting default record loads for both Table and Card views. Whether you need a quick glance at a few records or a deep dive into larger datasets, this feature makes it easy to customize your experience.  

  • Configurable Options: Load 25, 50, 75, or 100 records, striking the perfect balance between speed and detail based on organizational needs.
  • Improved Efficiency: Balance data visibility with faster page load times.
  • User Experience: Customize record loading to suit device types and screen sizes.

Grid Settings Redesign

The redesigned Grid Settings tab introduces intuitive sub-tabs that make configuring your grid a breeze. These sub-tabs neatly organize features and their associated setups, ensuring you can:

  • Switch Seamlessly Between Features: Quickly navigate to any feature’s specific settings with a single click.
  • Access Related Options Instantly: Each sub-tab reveals its relevant fields and configurations, saving you time and effort.
  • Improve Usability: The new layout ensures that even complex setups feel straightforward and accessible
Grid Controls under Grid Settings
Grid Controls under Grid Settings
Auto Refresh Settings for Grid
Auto Refresh Settings for Grid

Data Index Column

Easily track rows with the new Data Index Column, ideal for large datasets. This simple yet powerful feature adds a numbered index to each row, helping you navigate and manage extensive grids effortlessly.  

  • Quick Reference: Numbered rows simplify navigation and referencing.
  • Actionable Views: Combine this feature with grouping and sorting to streamline data reviews.

Show Object Icon

A simple yet practical enhancement is now under the Grid Settings tab. This setting allows administrators to control whether the icon representing the configured Salesforce object is displayed within the AGrid Configuration.

With this feature, you can tailor the grid’s visual appearance to align with end-user preferences and specific business requirements.

Enable Show Object Icon
Enable Show Object Icon
Show Object Icon to End users
Show Object Icon to End users

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