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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.

Browse and select Salesforce object fields from the field picker.

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Field Picker

The field picker used to browse and select Salesforce object fields.
1

Open field picker

Open the field picker from a feature that supports field selection.
2

Search fields

Use the search box to find fields by label or name.
3

Select field

Turn on the checkbox next to a field or click to insert it into the current input.

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Relationship Fields

Relationship fields provide access to fields from related records.
  • A relationship includes:
    • The relationship ID field (e.g., OwnerId)
    • The relationship field (e.g., Owner)
  • The relationship field can be expanded or collapsed to browse fields from the related object
  • Relationship paths allow you to reference fields across objects (e.g., Owner.Name, Owner.Manager.Name)
  • For polymorphic relationship fields (e.g., WhoId, WhatId), select the target object from a dropdown before expanding
You can reference fields up to 5 levels deep.