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Create an item to define how your data is displayed and managed. An item contains multiple tabs, each defining a Salesforce object using metadata.

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Create an Item

1

Open Coconut Grid

Go to the Coconut Grid tab in your Salesforce app.
2

Click New Item

At the bottom of the sidebar, click the New Item button.
3

Enter item details

Enter the required information.
  • Object – The Salesforce object to use
  • Item Name – The display name for the item
4

Create and open the item

Click Save to create the item.After saving, the item is automatically opened with its initial tab.
You can now select columns, add filters, edit cells, and configure actions in the data grid.

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Learn more

  • See Columns for selecting and configuring fields
  • See Filtering for defining data filtering
  • See Editing for updating records directly in the grid