What’s new in Rowhouse

Export, as Salesforce exports a report

Export opens the dialog Salesforce shows for a report, with the same two views. A Formatted Report is an Excel workbook of the grid as it looks: the report’s header (the grid’s name, As of, Generated by, Sorted by and each filter), the columns you see at their widths, frozen and wrapped columns, numbers, amounts, percents and dates in their formats, and the fills, text colors and bold of your display rules. In a grouped grid each group gets a heading and a subtotal row, and a Total row closes the sheet, all written as formulas that Excel’s outline folds.

Details Only is each row without formatting, as an Excel workbook or a CSV, with the record Id first, lookups written as the record’s name and picklists as their labels, so the file can come back in as an import.

Every matching record is exported, up to 100,000: rows not loaded yet load first. Columns you can’t read are never exported, and a value a spreadsheet would run as a formula is made safe. The grid setting is now called Allow Export, and a new one, Require Export Reports Permission, shows Export only to users with Salesforce’s Export Reports permission.

A list view’s chart menu

The gear beside a chart’s title is now a menu, Chart options, as on a list view. Display as redraws the chart as another type at once; Edit chart changes what it shows.

Point at a bar, a stack or a slice to see its figure and its share of the total. Show as a table lists the same figures with a Share column. The chart fills its panel.

Stacked bar charts

Two new chart types, Stacked vertical bar and Stacked horizontal bar, split each bar by a second column’s groups, chosen in Stack by: the amount of each month’s deals, say, stacked by stage. They show counts and sums. Six stacks are named and the rest gather in Other.

That makes five chart types: vertical bar, horizontal bar, the two stacked bars, and donut.

Unsaved changes stay put

While a grid holds unsaved changes, reloading or closing the page asks first, in the browser’s own words. Changes still wait on the Save bar until you save or cancel them.

A layout change made just before the page goes, such as a hidden column or a new sort, is kept too: it is held in the browser until Salesforce has it.

Edit like a spreadsheet

Type on a cell, press Enter or F2, or double-click, and edit in place, with an editor for every common field type: text, number, currency and percent, date and date/time, time, checkbox, picklist, dependent and multi-select picklist, lookup and owner (search as you type, with the field’s lookup filter), and long text.

Select a range of cells, copy and paste with Excel or Google Sheets, fill down, clear, and undo or redo up to 100 steps. Freeze the first columns so they stay in view. Changes wait on the Save bar; a save is checked first, written 200 rows at a time, and each row reports how it went, with an error on the cell that caused it.

Sort, search and filter

Sort by several columns, search, and filter. An admin’s filters are locked chips users can’t remove; each user adds their own from a column’s menu.

10,000 rows load when the grid opens and more as you scroll, up to 100,000. Search always runs on the server, so it reaches every record, and an object with more records than that still opens, with its full count.

Group, subtotal and chart

Group by up to three columns, dates by day, week, month, quarter, year or fiscal period, with counts and subtotals over every matching record and a Total row. Collapse a group and its records still count.

A chart beside the grid, as on a list view, draws the records by any column the grid can group by, as a vertical bar, a horizontal bar or a donut, and is kept in each user’s layout.

Display rules and formula columns

Display rules make the exceptions stand out: fills, text colors, bold, a colored bar on the row, icons and data bars, each explained in a Display Key above the grid.

Formula columns work out a value in the syntax of formula fields, with no field to create in Setup. They are read-only.

Child tables

A row opens tabs of related records: an account’s contacts and its opportunities, each a grid of its own with its own columns, search, editing and Save, up to three levels deep. Child-total columns bring a sum, a count or the earliest date up to the parent row.

Work in bulk

Select rows to update a field on all of them, or delete them, with an Undo. Import a CSV or Excel file with a preview of every change before anything is written: updates by record Id or an External Id, new records for the rest, and Undo import. Export to a CSV file.

Run your org’s flows from each row’s menu or on the selected rows, and quick actions from a row’s menu, in Salesforce’s own window.

Each user’s own layout

Each user keeps their own column widths, wrapping, sort, grouping and choice of columns, kept in Salesforce, so the grid opens the way they left it. Columns the admin keeps on screen stay on screen.

The Grid Admin tab, the audit trail and the Grid Guide

Build and change grids on the Grid Admin tab, without going to Setup: the object, the columns, display rules, filters, actions and child tables, each on a tab of its own. Each grid is Custom Metadata, so it moves from a sandbox to production in a change set.

An optional audit trail writes a Grid Edit Log entry for every change, in the same transaction as the change or not at all. The Grid Guide tab puts the documentation, with tutorials, inside Salesforce.