Grid Columns
Grid uses data columns to connect your CRM and Data 360 data and action columns to do things with the data. The columns build on each other, from left to right.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
Data Columns
| Column | Description |
|---|---|
| Data Model Object | Pulls data from Data 360 |
| Object | Pulls CRM data |
Action Columns
| Column | Description |
|---|---|
| Agent | Brings in an existing Agentforce Agent |
| Agent Test | Batch-tests agents by using test utterances |
| AI | Creates inline prompts and uses LLMs to generate, summarize, or extract content |
| Evaluation | Contains evaluations and metrics for evaluating agents and prompt templates |
| Formula | Builds custom expressions by using Salesforce Expression Language |
| Invocable Action | Accesses standard and custom invocable actions |
| Lookup | Imports related records |
| Prompt Template | Adds an existing prompt template from Prompt Builder |
| Text | Creates a writable space to add your own text |
| Update Record | Writes values from the worksheet back to a field in CRM |
| Web Search | Uses an LLM to search the web for relevant content |
Column Settings
Every column contains these fields:
| Field | description |
|---|---|
| Column Name | The name of the column. You can change the name by editing the column. |
| Run Settings | Options for running the column automatically when the worksheet updates and adding run conditions. |
| Apply Mode | Run Per Row: Use this mode when you’re referencing data in another column or when you want the same value replicated across all rows Import: Use this mode when you’re generating or querying a list of items and want the resulting list split into different rows. |
Referencing Columns
Query against columns by referencing them. To reference a column, @ mention it or, if you’re working in SOQL, pass the values in as strings. For example:
SELECT Id, Subject, Status, Priority, ActivityDate, OwnerId, WhatId, CreatedDate
FROM Task
WHERE WhatId = '{Account.ID}'
ORDER BY CreatedDate DESCCheck that you have the correct syntax so you get the reference you want. For example, {columnName.field} points to a specific JSON key, and {columnName} passes the entire cell data.
When working in SOQL and with some formulas, format your references as strings to preserve type consistency. For example: '{Account.Id}'.
Column JSON
Many column types include a structured JSON view.
- Salesforce
- Data Model Object
- Lookup
- Prompt Template
- Agent
- Evaluation
- Invocable Action
To see the JSON, click a column cell to open a preview panel and click JSON. Use this interactive viewer to search for keys and values. You can also extract a value to a new column by clicking +.
