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Use visualization tabs to view and edit Salesforce records in the way that fits your work. Combine grids and record details in one item to work with related information together.

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Choose a Tab Type

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Organize Your Work

  • Folders organize your items.
  • Items contain tabs and define the layout used to display them.
  • Tabs provide individual Grid, Related Grid, or Related Detail views.
Use an item layout to display multiple tabs at once. For example, place an Accounts Grid beside a Related Grid of contacts and a Related Detail tab. Related Grid and Related Detail use a source Grid or Related Grid in the same item. A Related Grid can use the source’s focused row, selected rows, or all loaded rows. Related Detail follows the focused row and displays either that record or a record referenced by it. Create the source grid first, then set up a Related Grid or set up Related Detail.

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Work with Fields and Formulas

Use the field picker to select Salesforce fields, including fields from related records. Use formulas in grid columns and other inputs that support expressions.