Overview - Coconut Grid

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

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

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

Some actions are available only when the selected object or Salesforce feature supports them.