New Features
Related Grid
Display records based on another tab in the same item. For example, show contacts related to the account you focus on in an accounts grid.- Use the source tab’s focused row, selected rows, or all loaded rows
- Use Salesforce relationships or define a custom relationship by choosing the source and related fields
- Show records that match or do not match the source values
- Configure columns, filters, sorting, and actions for the related grid
Related Detail
View and edit record details in a dedicated tab without leaving the item.- Display the source tab’s focused record or a record referenced by it
- Show fields using the Salesforce page layout for the record
- Edit available fields and save changes according to your Salesforce permissions
Custom Actions
Build reusable workflows by connecting action nodes in a visual editor.- Combine Salesforce Flows, URLs, record operations, confirmations, and messages
- Add conditional branches based on conditions or formulas
- Include action nodes to save or discard changes, undo or redo edits, and download data
- Organize custom actions in folders and reuse them across grid tabs
Item Layouts
Display multiple tabs at the same time to work with grids and record details together.- Choose a layout with up to four areas
- Drag tabs between areas and resize or collapse areas
- Maximize a tab when you need more space
Improvements
- Grid tab settings are organized into sections for basic settings, options, columns, filters, search, sorting, formatting, actions, and tools
- Related grid settings include a dedicated section for configuring the relationship with the source tab
- Configure actions and tools separately for each grid tab