> ## 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.

# Overview

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.

## Choose a Tab Type

| Tab Type | Use It To | Example |
| - | - | - |
| [Grid](https://coconut-grid.mintlify.site/visualization/grid/overview.md) | Browse, filter, sort, and edit records from a Salesforce object. | Work with a list of accounts. |
| [Related Grid](https://coconut-grid.mintlify.site/visualization/related-grid/overview.md) | Display records that match or do not match values from rows in a source grid. | Show contacts for the accounts you select. |
| [Related Detail](https://coconut-grid.mintlify.site/visualization/related-detail/overview.md) | View and edit one record using its Salesforce page layout. | Show details for the contact you focus on, or for its account. |

## Organize Your Work

* [Folders](https://coconut-grid.mintlify.site/visualization/folders.md) organize your items.
* [Items](https://coconut-grid.mintlify.site/visualization/items.md) contain tabs and define the layout used to display them.
* [Tabs](https://coconut-grid.mintlify.site/visualization/tabs.md) provide individual Grid, Related Grid, or Related Detail views.

Use an [item layout](https://coconut-grid.mintlify.site/visualization/items.md#item-layouts) to display multiple tabs at once. For example, place an Accounts Grid beside a Related Grid of contacts and a Related Detail tab.

## Connect Source and Related Tabs

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](https://coconut-grid.mintlify.site/visualization/related-grid/setup.md) or [set up Related Detail](https://coconut-grid.mintlify.site/visualization/related-detail/setup.md).

## Work with Fields and Formulas

Use the [field picker](https://coconut-grid.mintlify.site/visualization/fields.md) to select Salesforce fields, including fields from related records. Use [formulas](https://coconut-grid.mintlify.site/visualization/formulas.md) in grid columns and other inputs that support expressions.


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