> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Grid

A Grid tab displays records from a Salesforce object in an Excel-like table. Choose columns, narrow the records with filters and search, and edit values directly in cells.

## Create a Grid

**1. Add a Grid Tab**

In an item, click **New Tab** and select **Grid**.

**2. Choose an Object**

Search for and select the Salesforce object. Enable **Show All Objects** if you need to browse beyond the common objects.

**3. Name the Tab**

Enter the **Tab Name**.

**4. Save the Tab**

Click **Save**.

## Configure a Grid

Open the tab menu and click **Edit**. The settings are organized into **Basic**, **Options**, **Columns**, **Filters**, **Search**, **Sorting**, **Formatting**, **Actions**, and **Tools**.

* [Options](https://coconut-grid.mintlify.site/visualization/grid/options.md) control row and header heights, selection and sorting behavior, and data loading and saving limits.
* [Columns](https://coconut-grid.mintlify.site/visualization/grid/columns.md) control the fields and formulas displayed in the grid.
* [Filters](https://coconut-grid.mintlify.site/visualization/grid/filtering.md), [Search](https://coconut-grid.mintlify.site/visualization/grid/searching.md), and [Sorting](https://coconut-grid.mintlify.site/visualization/grid/sorting.md) help you find and organize records.
* [Editing](https://coconut-grid.mintlify.site/visualization/grid/editing.md) explains how to change and save record values.
* [Formatting](https://coconut-grid.mintlify.site/visualization/grid/format.md) controls how values appear.
* [Actions](https://coconut-grid.mintlify.site/actions/overview.md) let you run operations and workflows from the grid.

Your Salesforce permissions determine which records and fields you can access or edit. Permission to edit a tab's configuration is separate from permission to edit its Salesforce records.

## Use a Grid as a Source

A Grid can supply records to a [Related Grid](https://coconut-grid.mintlify.site/visualization/related-grid/overview.md) or [Related Detail](https://coconut-grid.mintlify.site/visualization/related-detail/overview.md) tab in the same item. Use an [item layout](https://coconut-grid.mintlify.site/visualization/items.md#item-layouts) to display the source and related tabs together.


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