Here are some tips to use as you start experimenting with Grid.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
- You can include up to 1,000 rows in your worksheet.
- If your cells aren’t updating, wait about 30 seconds and then refresh the page.
- If you need rich text formatting, use AI to convert text to HTML.
- To import related records, use Lookup columns.
- If you aren’t getting the performance or cost you like, try switching models.
- Be prescriptive in your AI prompts. Clearly separate prompt instructions and data. For
example, use this prompt:
You will be given a list of tasks. Based on the task descriptions and due dates, identify the highest priority task. Here is the list of tasks: {Task list}
Instead of this prompt:Summarize {Task List} and identify the highest priority task.
- Use the F6 key to navigate between the worksheet header, grid, and side panel.