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The Action Grid

Learn to access, configure, and use the Action Grid to filter, edit, copy, and process Salesforce records efficiently.

Manipulate Action Grid

Explore the Manipulate Action Grid to access Salesforce records with advanced filtering, inline editing, drag-and-drop copying, and ready-made or custom actions for efficient data management.

Accessing the Action Grid

Learn how to open the Action Grid from Salesforce list views, retain list filters and fields, and create quick-access URLs for other views and objects.

Using the Action Grid

Use the Manipulate Action Grid to edit fields inline, copy values, filter records, run actions, customize Quick Access buttons, and manage action availability.