Use actions to create, process, export, and extend records directly from the data grid.Documentation Index
Fetch the complete documentation index at: https://coconut-grid.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
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 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 |
Some actions are available only when the selected object or Salesforce feature supports them.