user 360 for sales cloud
Native File & Media Management for Salesforce.
AGrid turns Sales Cloud into a truly actionable workspace—one that empowers sales teams to manage, analyze, and act on data faster, all without code or tab-hopping. If your team lives in Sales Cloud, AGrid makes sure their data works just as hard as they do.
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What is Salesforce Sales Cloud?
Sales Cloud is Salesforce’s flagship solution for driving revenue—built to help sales teams close more deals, faster. From managing leads and tracking opportunities to forecasting and automating routine tasks, Sales Cloud brings structure and intelligence to every step of the sales cycle.
Whether you're a high-velocity sales team or managing complex B2B relationships, it gives you the tools to sell smarter, not harder.
Want to know more?
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Data Management Challenges in Sales Cloud
Sales teams depend heavily on clean, timely, and actionable data to make smart decisions. But managing that data in Sales Cloud can be harder than it seems:
Scattered Views
List Views and Related Lists often require multiple tabs or clicks to access key data.
No Contextual Actions
Data is static— there’s no built-in way to take direct action from list views.
Manual Reporting
Sales managers spend time exporting data to analyze trends or metrics offline.
Limited In-Line Edits
Standard views restrict real-time updates, especially across related objects.
User Adoption
Complex navigation and lack of customization hinder adoption across sales roles.
How AGrid Helps Sales Cloud Users
AGrid transforms how sales data is managed and acted upon inside Salesforce Sales Cloud:
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
View, filter, and edit multiple objects— like Opportunities, Contacts, and Activities— without leaving the page.
Proven Results with AGrid
AGrid delivers measurable results for Sales Cloud users:
30%
Increased Productivity
50%
Higher User Adoption
80%
Faster Loading Time
94%
Customer Satisfaction
Teams that built with us
what our customers say
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Frequently Asked Questions
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.
