HyperGrid aims to assist organisations by empowering Salesforce Users to create flexible Related Lists with unlimited columns, interactive and real-time filters, custom look and feel, and relevant actions. Users can use HyperGrid to replace admin-controlled Related Lists with self-configurable and customisable ones.
 

In the article, let us understand the:

• User issues with Salesforce-related lists
• Features of HyperGrid
• Benefits of HyperGrid

What are the Key Issues with Salesforce Related Lists?

Before getting into the benefits of HyperGrid, let us first understand some of the common challenges faced by the users of Salesforce-related lists.

1. Non-configurable by Users: Users have no control over which columns appear in their Related List view, their order, or sorting order. Furthermore, an Admin cannot configure more than ten fields in a Related List. Thus, users are constrained by the Admin-defined Related List, which may not contain data representations appropriate for their role/use cases.
2. Related Lists View defined by Admin: Only administrators have access to Page Builder and Setup, which are used to create representations/views of Related Lists by selecting fields, column order, and sort order that are shared across the organisation. The user has no control over adding or removing columns from the view, changing the order of columns displayed, the default sorting order or retrieving relevant data using filters. This one-size-fits-all approach limits users' ability to access the right data for their tasks.
3. Limited Customization: The default Related Lists display four columns, which can be expanded to ten using Enhanced Related Lists (among 4 types of RL – default, basic, tiles, enhanced). The data displayed in the record is not tailored to specific users; i.e., no server-side filter by the admin to retrieve relevant records from Related Lists. Furthermore, the grid's format and styling are the same for everyone, with no way to distinguish between important and regular records.
4. Difficult to View and Browse:  With the Enhanced Related List type, a Related List can display up to 30 records per page. View All displays all records in a detailed Related List, which can be tedious to navigate in the case of large data sets with unlimited scrolling. Although there are quick filters to limit the records, they only apply to columns in the current view and are not persistent.
5. Limited Data Search Capabilities: Shortlisting relevant records in the Related List using quick filters is possible on the server side. The quick filters, however, can only be used when viewing full records for the columns that are currently configured. However, the filtered data is not saved and is available for the duration of the current session, and cannot be shared.
6. No Ad hoc Export Options: Only the Users which are granted permission by the Admin can download a native copy of the Related List via reports which is a cumbersome and time-consuming process.

What are the features of HyperGrid?

These are some of the features of HypeGrid which will solve your problems with using Salesforce Related Lists:

1. User Configured/Defined Related Lists: HyperGrid empowers users to configure the Related Lists with an unlimited number of columns in the required order. Each user can create multiple views of a single Related List by selecting different columns for each view, save these views and use them privately or share them with other users of the organisation.
2. Multifaceted Filtering to power up the data search capabilities:  HyperGrid augments users’ capabilities to find needle-like data in haystacks with multidimensional filters on the server side and client side. By restricting filters to just the 10 columns displayed in Related Lists, you can do away with the hassle of multiple clicks and record-searching restrictions.
3. Server-side filter: By applying an intuitive Server-side filter, a power user can control the records displayed in the Related List at the server level with an easy-to-use query builder, and create multiple views for a Related List with different data sets. The query builder supports 5-level lookups to get access to a granular view of the data set, which is persistent and available in subsequent sessions.
4. Real-time excel-like filtering: End users can get accurate data at their fingertips and redirect their time to outcome-driven activities by using real-time excel-like filtering at the column level. Extensive data filtering options are available for all data types, including date and time.
5. Improvised data finding with Global Search: Improvise the data search capabilities using string as input for Global search. HyperGrid searches the data even in the columns which are not displayed in the active Grid.
6. Multiple Related List Views:  Users are empowered with the choice of creating, saving and sharing multiple versions of a Related List. It can be done by:
   • Selecting different combinations and order of fields, 
   • Server-side filtering through an easy-to-use query builder to control the data displayed in the Grid
   • Configuring different local actions (such as editing, filtering, and deletion of columns) for different fields and different global actions and buttons (such as global search, enumeration, pagination, refresh, delete and so on). 
7. Native XLS Export/High-Speed Ad hoc Data Downloads: With a single click, users can download active Related List data into native XLS format on their system. It allows you to export up to 50K records in seconds.
8. Bulk Edits to Update Multiple Records in one go: HyperGrid allows you to edit multiple records at once and save the updated view in just a few clicks. Editing the look-up fields is possible by selecting the required value from the dropdown list.
9. Mass Delete: Data gird is made simpler by the removal of multiple irrelevant records in one go. 
10. Customized Look and Feel to Grids:  To differentiate between records, display the data in a custom colour, style, and format, and highlight the important columns.
11. Grouped Records in a Related List: Organize and manage the data logically in a Related List by grouping the records based on any column.

Why should I Use HyperGrid?

Save Time

Compared to Salesforce Related Lists' non-persistent column filtering, multiple server-side and client-side filtering allows users to quickly access precise data. Users can find accurate data in real time very quickly by obtaining persistent records from the database using an intuitive query builder, real-time Excel-like column filters, and a robust global search.

Catapult Productivity

Giving users the ability to create as many Related Views with as many columns as they need, browse large data sets quickly, edit multiple records in bulk and inline, including lookup fields, and define custom actions based on use cases will improve their results and give them useful insights from the Grid.

Personalized Data Safety

The Salesforce Related List view's limited default actions and lack of data formatting have been replaced with an intuitive layout, custom actions, and conditional formatting and styling of the Grid to improve users' data handling capabilities through endless customizations.

Improved Business Insights Data Safety

HyperGrid enables Users to export the ad hoc Related List view- up to 50K records in a few seconds in native Excel, unlike Salesforce Related List which has no way of exporting data. HyperGrid also allows User to keep their data safe while allowing them to take additional excel based actions on their data and enhance the insights from Related List data.

Efficient Tracking of Data

If you have trouble seeing the changes made to data fields, you can track "Who changed What and When" with extended history tracking capabilities that include history record grouping and filtering.