Send Records from List Views to Grid for AI Analysis

Send to Grid is an action now available on Salesforce list views. It sends your selected records directly into a new or existing Grid, with columns configured from your list view fields. From the Grid, you can add AI, formula, agent, and action columns to run bulk workflows on the data.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions.

When: Available starting the week of August 17, 2026.