---
schema_version: "1"
id: 004cf9959973b344d8ac4a27feb3412f5012022d337bca827430dc07940f42ec
title: Send List View Records to an Agentforce Grid
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agentforce_grid_list_view_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agentforce_grid_list_view_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 938fb0c4c218568d2a2ff6e6f15ffd25060c5fed6a41d7f249618a3d35a2c131
description: Send records from Salesforce list views directly into Grid worksheets so you can quickly run AI workflows, formulas, and actions on your data.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Send List View Records to an Agentforce Grid

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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d208871e80">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d208871e80 ">To add list view data to a grid:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d208871e80 ">Manage Agentforce Grids</td>

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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

1. From the dropdown on the list view action bar, click **Analyze with Grid**.
2. Select a grid. You can either create a grid or select an existing one to add a new worksheet to it.
3. Modify the grid and worksheet names, if needed, and then enter the number of rows you want to include.
4. Click **Create**.