Grid templates are reusable starting points that package a fully configured Grid,
including columns, prompts, queries, and logic. By using templates, anyone in your org can get
started without building from scratch.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions.
|
Building an effective Grid requires time and expertise: selecting the right column types,
writing prompts, and defining queries. Without templates, that work stays with the original
author. Templates turn a single well-configured Grid into an org-wide asset.
Templates also help new users get started faster. Instead of learning column types and SOQL
upfront, users pick a template, add their records, and run workflows immediately.
Templates store column configuration only. They don't include row data, run history, or cell
outputs. Authors can publish updates to an existing template without creating duplicates.
Updates don't affect Grids previously created from the template.
