To start ActionGrid℠, go to the App Menu in Salesforce® and click configured, you can also invoke it using one of these options:. The quickest way to view your Salesforce records is to click the tab. Depending on how ActionGrid was
- An ActionGrid button in the List Views or Search Results screen
- An embedded ActionGrid of related lists on a page layout
- An ActionGrid tab for specific objects
In the ActionGrid Explorer, select an object from the left column. The corresponding records display in a new grid as follows:
When you move the cursor over a record that has a link (for example, an Account record), a popup screen shows the details of the associated record. You can turn this feature on or off in ActionGrid Setup.
To take a guided tour, click the drop-down arrow next toand click . The tour will show how to use common features in ActionGrid.