Send records from Salesforce list views directly into Grid worksheets so you can quickly run AI workflows, formulas, and actions on your data.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
| User Permissions Needed | |
|---|---|
| To add list view data to a grid: | Manage Agentforce Grids |
You can send data from these list views:
- Accounts
- Assets
- Campaigns
- Cases
- Contacts
- Contracts
- Events
- Knowledge
- Leads
- Opportunities
- Orders
- Price Books
- Products
- Quotes
- Tasks
- Work Orders
- From the dropdown on the list view action bar, click Analyze with Grid.
- Select a grid. You can either create a grid or select an existing one to add a new worksheet to it.
- Modify the grid and worksheet names, if needed, and then enter the number of rows you want to include.
- Click Create.