Migrate

Switching grids, without a cut-over

Rowhouse installs beside the grid you have. Nothing is removed and nobody loses a grid while you rebuild — so the switch happens one grid at a time, on your schedule, and the old license lapses at renewal.

Why the switch is gentle

Two grids can run in the same org: they are separate packages with separate configuration, and both edit the same records through the same Salesforce security. So there is no cut-over date. Rebuild the grid a team uses most, put it beside the old one, and let the people who use it decide when it has earned the switch.

Why the rebuild is worth doing once

Every Rowhouse grid is Custom Metadata. Rebuild it once in a sandbox, deploy it to production in a change set, keep it in source control. For most teams that is the first time their grid configuration has followed the same release path as the rest of the org.

How concepts map

In most paid gridsIn Rowhouse
A view or grid definitionA Grid Configuration and its Grid Columns
Conditional formattingDisplay rules, with a Display Key
An admin filterA Grid Filter, locked for users
A button or custom actionA Grid Action: screen flow, autolaunched flow, invocable Apex or quick action
A sub-grid or related listA child table under each row
A summary rowA subtotal, a Total row, or a child total column
In the product

See it as your users will

Where your rebuilt grids live

Every grid in the org on one page of the Grid Admin tab, counted by object, ready to edit, clone or archive.

Figure 1. The Grids page, with the eight grids that Get started and the tutorials build. On the left, what the list shows, each with how many; above the list, New grid and cards that sum up the org. Click a heading to sort the list by it; the ▾ at the end of a row is that grid's menu.

One editor for each grid

Columns, display rules, filters, actions and child tables on six tabs, checked as you type with the same code the grid uses.

Figure 2. The Grid Admin tab, on the Grid tab of the Account People grid. Close and Save are at the top, beside the grid's name; Save stays grey until something changes. Beside the tabs, the Grid Guide says what the open tab's settings do: Open ↗ opens that part of this page, and Hide help folds it away.

Configuration you can deploy

Each grid is a set of Custom Metadata records that point at it by name: build in a sandbox, then move them together in one change set.

Configuration records and their links Grid Configuration has many Grid Columns, many Grid Format Rules, many Grid Filters, many Grid Actions and many Grid Child Tables. Each Grid Child Table also names a Child Configuration, which is another Grid Configuration. Grid ConfigurationObject API Name · sort · height · what users may do Grid ColumnField API Name · Editable · Sort Order Grid Format RuleField · Operator · Value · Style Grid ActionAction Type · Action Name · Show In Grid FilterField · Operator · Value Grid ChildTableGrid ConfigurationChild ConfigurationRelationship Field the child grid (dashed)
Figure 3. Configuration records and their links
FAQ

Switching grids, without a cut-over: questions

Can I import my existing grid configuration?

No. Every paid grid keeps its configuration in its own format — records in its own objects, JSON in page properties, or an account on the vendor’s platform — and none of it imports. Each grid is rebuilt on Rowhouse’s Grid Admin tab, which checks every setting as you type.

Does any record data have to move?

No. Every grid edits the same Salesforce records. Only the grid configuration is rebuilt.

When should I not switch?

When you rely on something Rowhouse does not do: one flat grid across unrelated objects, Flow screen components or Experience Cloud sites. Each playbook lists the reasons specific to that product first.

Install it alongside. Nothing to remove until you are sure.

Rebuild one grid, run both, and switch when the new one has earned it.

Get started