> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

Use actions to create, process, export, and extend records directly from the data grid.

## Actions

Actions for managing rows and exporting data.

| Action       | Description                      |
| ------------ | -------------------------------- |
| Add          | Insert a new row                 |
| Clone        | Duplicate selected rows          |
| Delete       | Remove selected rows             |
| Export CSV   | Export data as a CSV file        |
| Export Excel | Export data as an Excel file     |
| Print        | Print the current data grid view |

## Bulk Actions

Actions that apply to one or more selected rows.

| Action          | Description                                 |
| --------------- | ------------------------------------------- |
| New Task        | Create tasks for selected records           |
| New Note        | Create notes for selected records           |
| Follow          | Follow selected records                     |
| Add to Campaign | Add selected Contacts or Leads to campaigns |

## Integrations

Extend actions with automation and integrations.

| Action | Description                              |
| ------ | ---------------------------------------- |
| URL    | Open URLs using row data and formulas    |
| Flow   | Run Salesforce Flows using selected rows |
| Apex   | Planned for a future release             |

<Info>
  Some actions are available only when the selected object or Salesforce feature supports them.
</Info>