While viewing and editing data from a single object (e.g. Opportunities) is great, it can be more powerful to additionally view and edit data fields on related objects (e.g. Accounts). Grid makes this super fast and easy to do.

Example: I want to see all my open opportunities, but for each record I want to also see fields for the account and campaign related to each opportunity.

Creating a Multi-Object Grid

  1. After you've selected the primary object you're working with, you'll see a list of fields for that object.

  2. Click the object pick-list in the field selector to see the other related objects you have to choose from. Select the object from which you wish to add fields.

  3. The field list will change to show you the field of the object you've chosen. Select fields to add from the list, then change the object again to add more fields from additional objects.

  4. Once done, update the Grid to see the result.

  5. You can edit any editable field, whether on the primary object or secondary objects.

  6. All the options for primary object fields is also available for secondary object fields, including searching, sorting, bulk-editing, and undo. You can re-arrange your field columns into any order you please.

Important Notes for Multi-Object Grids

  • You can only add fields from parent objects, but you cannot add fields from child objects. If you're creating an Opportunity Grid, you can add Account fields; however if you're creating an Account Grid, you will not be able to add Opportunity fields. Be sure to think this through as you're creating your Grid.

  • You can add fields from as many related objects as needed, however as you add fields from more objects it may take longer to load and/or reload the Grid.

  • If you edit a field from a secondary object that's the parent of multiple record rows, you'll see all update. As an example, if you have an opportunity grid and add an account name field, and then you edit the account name for an account that owns multiple opportunity records on the Grid, you'll see the name change for all those records.

  • Multi-object conditions are not currently available. You can only condition the Grid based on your primary object.

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