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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.

Add the Action Grid to Leads, Accounts and Contacts

Learn how to add the Action Grid to Leads, Accounts, and Contacts in Salesforce and control which DAP actions appear for users and profiles.

Using the Action Grid

Using the Action Grid, learn to edit and filter records inline, copy field values, run actions, resize columns, and configure Quick Access buttons for efficient list processing.

Add the Action Grid to other Objects

Learn how to add the DAP Action Grid to Salesforce objects beyond Leads, Accounts, and Contacts by creating a Visualforce page and custom list button, while noting Activity object limitations.

Accessing the Action Grid

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

DAP Action Grid

Explore the DAP Action Grid to manage Salesforce records with advanced filtering, inline editing, drag-and-drop copying, and ready-made actions for large datasets.