Get started with Coconut Grid by completing the basic setup flow.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.
Install from AppExchange
Install Coconut Grid from the Salesforce AppExchange.The installation is completed within Salesforce. You can install it in either a Production org or a Sandbox org.See Installation for detailed steps.
Assign licenses
Assign a Coconut Grid license to each user who will use the app.Users need a license before they can access Coconut Grid features.See Licensing for detailed steps.
Assign permission sets
Assign the appropriate permission set to each user based on their role.Use
Coconut Grid User for standard users and Coconut Grid Administrator for users who need access to admin features and settings.See Permission Sets for detailed steps.Create an Item
Create an item to define how your data is displayed and managed.Open the Coconut Grid tab. At the bottom of the sidebar, click the New Item button to create a new item.See Create an Item for detailed steps.