Review, update, and export related records faster, so decisions and updates happen in the same table.
Do More in One View
No-Code Setup
Configure tables using guided settings, no custom development needed.
In-Context View
Expand records to follow the full thread without tab hopping.
Inline Updates
Update key fields during reviews and cleanup directly in the table.
Fast Exports
Export reports in CSV or PDF formats in seconds.
BENEFITS
DDT Ends User Benefits that makes the difference
02.
Enhanced Productivity
Make operational work predictable: filter down to what needs attention, expand the context.
03.
Unified Data Viewing
DDT presents connected data in a uniform, expandable table.
Goodbye tab hopping. Hello one-table clarity.
The Salesforce you know, extended into a unified, actionable table experience.
Without DDT
Hierarchy View
- Related records scattered across pages
- More drilling, more open tabs
Inline Edits
- Open, edit, save, back—repeat
- Too many steps during reviews
Advanced Filters
- Basic filters miss what matters
- Manual checks across multiple pages
Performance Controls
- Large lists feel slow
- Paging loses your place
Admin Setup & Governance
- Manual setup, easy to misconfigure
- No simple clone or preview
With DDT
Hierarchy View
- Parent–Child–Grandchild in one table
- Expand rows with chevrons
- Keep context while reviewing
- Compare levels at a glance
Inline Edits
- Edit directly in the row
- Update across hierarchy levels
- Fix data in the moment
Advanced Filters
- Operators match field types
- Use AND/OR filter logic
- Spot risks, act immediately
Performance Controls
- Lazy load with “Load more”
- Choose 10/20/30/40 rows
- “Load more” respects row count
Admin Setup & Governance
- Guided 5-step setup wizard
- Admin dashboard: Active/Draft/Inactive
- Clone configs to scale faster
- Preview before you roll out
What objects/records do you want in one table?
See Dynamic Data Table in your Salesforce.
- Sales pipelines & related records review
- Service case follow-ups & related work
- Account/Opportunity updates across teams
- Operations reporting & data cleanup