Introduction

Orenda Grids is a suite of components that offers to improve your data visibility experience in Salesforce views. Especially, when dealing with the Salesforce Lightning components such as Grid views and List views. Extended Related List (XRL) component in Orenda Grids upgrades the Standard Grid views/ List view experience by offering flexible, user-configurable adaptable to Users' requirements based on their role and activities. This allows them to save time, increase efficiency and obtain hidden insights from the Salesforce data.

This component works with Salesforce standard and custom objects. Any user can edit and alter the Related List view on a page through easy configuration interface, once it has been configured by Salesforce admin to the Lightning web pages.

Built on 100% Native SF LWC, Orenda Grids provides no code/low code solution for Salesforce users to create Custom Grid views with flexible, scalable views, unlimited columns, smart, extensive and real time filters, custom actions and more.

Issues in Salesforce Data Views

Let us go through some of the common challenges faced by Salesforce users with respect to data visibility and navigation: 

• Limited User Configurability: Unlike custom list views, users cannot personalize data views (including Grid views) to their specific needs. Only Salesforce admins can define the fields, sort order, and filters displayed. This can limit user efficiency and data insights.
• Single, Static View per Object: Admins can only define one default view. Whether it is for related list, or other views, it applies to all users across the org. This inflexibility makes it difficult for users with different workflows to personalize their data experience.
• Restricted Column Display: Data views are capped at displaying a maximum number of columns which is inflexible. For instance, Grid views can display a max of 10 columns. This can be insufficient for scenarios requiring a comprehensive view of detailed data.
• Limited Record Display and Navigation: Grid views can display a maximum of 2,000 records at a time. Additionally, users cannot control which specific records are displayed beyond basic filtering options. This can be cumbersome for navigating large datasets.
• Inflexible Filtering and Search: Filters in data views are restricted to the pre-defined columns by the admin. Furthermore, these filters are not persistent and need to be reapplied every time a user accesses the view.
• Limited Export Functionality: Data views lack a built-in way to directly export data for offline analysis. Users need to rely on reports, which require separate configuration and can be time-consuming.

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Orenda Grids gets rid of all Salesforce Data Visibility limitations with a host of functionalities to allow Salesforce Users to get the most out of their Salesforce data. These include:

• User-Defined Data Views: Enabling even a standard user to configure their own data views with columns, filters and customization as needed.
• Multi-level hierarchies: Allowing users to go beyond parent-child relationships and identify hidden insights.
• Efficient History Tracking: Quickly finding who changed what and when in Related items from the parent record, without traversing through every record in Related List.
• Scalable Grids: Allowing grid views to scale and show more than 50K records at great speed and efficiency.
• Multi-faceted Filtering to Power up Data Search Capabilities: Enhancing users' abilities to find needle-like data in haystack by using filters on the server-side and the client-side.
• Lightning-fast Ad hoc Data Export: Users can download the active Related List data into native Excel in a few seconds.
• Bulk Edits to Update Multiple Records: Edit single or multiple records of all data types including text, Boolean or date-time fields. Orenda Grids also support edit of 5-level of lookup fields.
• Customized Look and Feel to Grids: To differentiate among records, display the data in a custom color, style, format and highlight important columns.
• Grouped Records : Organize and manage the data logically in a gird views by grouping the records based on any column.
• Comparison Interface : Compare the records in a side-by-side view highlighting important differences in multiple versions of same object or different objects having some related fields.

This user-guide helps you to understand different functionalities of Orenda Grids. It has been written to walk you through the important features of Orenda Grids and how they work in Salesforce Lightning. Keep exploring to know how easy it is to set up and work efficiently with Orenda Grids and find valuable insights out of your data.