Review, update, plan, and act on related Salesforce records faster—without switching tabs or losing context.
Do More in One View
No-Code Setup
Configure tables using guided settings, no custom development needed.
Connected Record View
Expand related records and follow the full work thread without tab hopping.
Bulk Record Actions
Select multiple Salesforce records and apply bulk edit or bulk delete actions in fewer steps.
Timeline & Calendar Views
Plan date-based work, spot schedule risks, and reschedule records faster.
Bulk Actions
Select multiple records and apply bulk edit or bulk delete actions in fewer steps.
BENEFITS
DDT End-User Benefits That Make a Difference
01.
Time Saving
Reduce time spent clicking through objects, related lists, and record pages.
02.
Enhanced Productivity
Search, filter, sort, update, and switch views without leaving the table.
03.
Unified Data Viewing
See connected Salesforce records in one expandable workspace, so teams can review context faster and act with confidence.
Goodbye tab hopping. Hello one-table clarity.
The Salesforce you know, extended into a unified, actionable experience.
Without DDT
Hierarchy View
- Related records are scattered across pages
- More drilling, more open tabs
- Harder to compare connected record details
Inline Editing & Row Actions
- Open, edit, save, go back—repeat
- Too many steps during reviews
- Updates often get pushed to later
Advanced Filters, Search & Sorting
- Basic filters miss what matters
- Manual checks across multiple pages
- Child records are harder to organize
Table Readability & Field Navigation
- Date-based work is harder to review in one place
- Schedule gaps and overlaps can be missed
- Rescheduling often requires extra navigation
Kanban View
- Work stays locked in table-only review
- Status-based review needs separate views or reports
- Teams lose time grouping records manually
Performance Controls
- Large lists can feel slow
- Paging can break review flow
- Users lose their place while navigating
Admin Setup & Governance
- Manual setup is easy to misconfigure
- No simple clone or preview path
- Scaling table setups across teams takes longer
With DDT
Connected Record View
- Related Salesforce records in one table
- Expand rows only when more context is needed
- Keep context while reviewing
- Compare connected records at a glance
Inline Editing & Row Actions
- Edit directly in the row
- Update across hierarchy levels
- Use row actions to edit or delete records
- Confirm actions before they run
- Fix data in the moment
Advanced Filters, Search & Sorting
- Operators match field types
- Use AND/OR filter logic
- Search globally across the table
- Sort child-level records
- Spot risks and act immediately
Table Readability & Field Navigation
- Expand columns manually
- Wrap long text for detail
- Clip text to keep rows compact
- View rich text formatting in-table
- Click email fields as mailto links
- Open lookup or master records directly
Kanban View
- Switch from table view to Kanban view
- Filter by picklist fields
- Group records by stage, status, priority, or category
- Review work visually when a board view is faster
Performance Controls
- Lazy load with “Load More”
- Choose 10 / 20 / 30 / 40 rows
- “Load More” respects selected row count
- Child records load only when expanded
Admin Setup & Governance
- Guided 5-step setup wizard
- Visual object hierarchy mapping
- Admin dashboard: Active / Draft / Inactive
- Clone configurations to scale faster
- Preview before rollout
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