---
schema_version: "1"
id: d4b98444c2efd8ddda10a76f2d26e0e73a561ab23cd54cbb32711ae5050d0fee
title: Create an Agentforce Grid Worksheet
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agentforce_grid_create_worksheet.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agentforce_grid_create_worksheet.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 074f856006379e555e702749e18808b5752622598158ae3af4512dea45a80be1
description: After you have Einstein enabled and the permission assigned to your users, you’re ready to get started exploring solutions.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Create an Agentforce Grid Worksheet

After you have Einstein enabled and the permission assigned to your users, you’re ready to get started exploring solutions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions. <a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;release=264.0.0&amp;type=5" title="Learn about agent types and default templates for specific clouds and common use cases.">Required add-on licenses vary by agent type.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d52828e80">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52828e80 ">To create and modify worksheets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52828e80 ">Manage Agentforce Grids</td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select Agentforce Grid.
2. Click **Create Grid**.
3. Enter a name. Optionally, add a description that appears in the list of grids on the Home tab.
4. Click **Create**.
5. Select what you want to use to populate the first column.
    
    - Salesforce queries CRM records.
    - Data Cloud queries Data 360 records.
    - AI uses an LLM to generate data.
    - Agent runs an Agentforce agent.
    - You can also upload your own data from a CSV file.
6. With data in place, you're ready to start adding and experimenting.
    
    - To create more columns Click **+Add Column**.
    - To reference the data in one column and use it as input in another, @ mention it in another column.
    - To see column details or sort the data and edit or delete it, click the column header.
    - To export or delete your worksheet or upload a CSV file, click the options icon.
        
        ![Screen snippet showing the three dot options icon and the dropdown list with options to Import from CSV, Export, and Delete Worksheet.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/grid_options_icon.png)
    - To add a new worksheet tab to your grid, click **+**.
    - To rename your worksheet, double-click the tab name.
    - To modify a cell, double-click it and change the text.
    - To run data in a column, save **Save and Run** in the column panel or click **Update All Cells in this Column** in the column menu.
    - To run data in a cell, click the run button.
    - To run data in a row, select the rows and click **Run**.
    - To run data in the entire worksheet, select all the rows and click **Run**.