The Grid

Work with Grid view features

When you are in the List Grid view, you can manage the display in the following ways:

  • Sort the Grid by any field in ascending (A-Z) or descending (Z-A) order. Learn more.
  • Select a Grid field by simply clicking the field name.
  • Reorder, hide, and show Grid fields.
  • Add and remove Grid fields and List objects.
  • Search the Grid by either Field Values, such as the name of a particular lead, or Field Names, such as a field you add for office locations. To switch between these two options, click the downward-pointing arrow to the right of the Search field and select the option you want.
  • Use hotkeys to copy and paste, as well as perform other functions, in the Grid. Learn more.

Customize the Grid

If you reorder or hide/show a field, this change appears in your Grid view only. It doesn't impact the Grid view that appears to other users. If you choose either of these options, you can easily restore the Grid to its default view.

Reorder a Field

You can reorder a field in one of three ways:

  • Click the field header once to select the field, and then click again and drag and drop the field header wherever you would like it to appear in the Grid. You can use this method to reorder multiple fields at once by holding down Shift before clicking the field headers.
  • To move the field one at the time, click the arrow to the right of the field header and select either Move Left or Move Right.
  • In the Add a Field dialog, click and drag to the left of any field name, and then drag and drop the field wherever you want it to appear in the Grid.

Hide or Show a Field

You can hide a field in one of two ways:

  • In the Grid view, click the arrow to the right of the field header and select Hide Field.
  • In the Add a Field dialog, hover over any field name, and then click .

To show a hidden field, click that appears in the header row where the hidden field is located.

Reset the Default Grid View After Reordering or Hiding Fields

To return to the default Grid view after you reorder or hide fields, do the following:

  1. Scroll to the far right of the Grid.
  2. Click Add a Field.
  3. Click show more details in the lower-left corner of the screen.
  4. Click Reset Field Order in the lower-right corner of the screen.
  5. Click Save.

    Note: For Organization admins, another option appears at the bottom of the Manage Fields screen: Save as Default Field Order. If other List users reorder or hide fields, they can later revert to the default List order set by the admin.

Sort the Grid view

To sort the Grid by any field, click the downward-facing to the right of the field name, and then select Sort A-Z or Sort Z-A.


The Grid rows now appear in the sort order you selected.

Note the following about sorting:

  • Sorting on a number field arranges the Grid from lowest number to highest (A-Z) or highest to lowest (Z-A).
  • Sorting on a date field arranges the Grid from oldest date to most recent (A-Z) or most recent to oldest (Z-A).
  • Sorting on a single select or multi select field arranges the Grid based on the order you set up the list entries when you added or edited the field. For example, when you set up your Status field, you might have listed the following statuses in order:
    1. Prospect
    2. Call
    3. Deal Won
    Sorting on the Status field A-Z displays all the entries in Prospect status first (in A-Z order by List object name), followed by all entries in Call status, then those in Deal Won status. Sorting on the field Z-A displays the entries in reverse order (Deal Won, then Call, then Prospect). In this case, within each status, the entries still appear in A-Z order by List object name.
  • Blank fields always appear at the bottom of the sorted display, whether you sort A-Z or Z-A.

Use List filters

A saved filter offers a particular way of sorting and filtering the Contacts and Accounts on a List, such as including only Accounts or Contacts in active statuses versus those that have reached an inactive status. You can save filters and access them across the Grid and Stream List views.

Note: You can also filter the Stream view.

You can use saved filters to easily sort and access the information you want to see.

Note: When you add a new field to a List, be sure to check the Enable Filtering box if you want to filter on that field.


Create a Saved Filter

  1. In the Grid or Stream view, click Filters at the far right of the screen.
  2. Search for or browse to the first field you want to filter on.
  3. Highlight the field name and select the filter options on the left.
  4. Repeat steps 2 and 3 for any other fields you want to include in the filter view.
  5. Click Save at the bottom of the filters panel.
  6. Enter a name for the filter and click Save.

Note: You can now filter using the parameters "(Has value)" or "(No value)" on your chosen field, as follows:


Apply Saved and Basic Filters

  1. You can access saved and basic filters in one of two ways:
    • At the top of the screen, hover over the List you want to filter. The filters for that List are displayed.
      Note: If the List you want isn't displayed at the top of the screen, learn how to customize the List display.
    • Click Filters at the far right of the screen, and then click the drop-down list at the top of the filters panel.
  2. Filters appear in three categories:
    • Your Saved Filters—Filters you created.
    • Basic Filters—Default filters for all Lists. These include filtering by All Active statuses and All My Active statuses.
    • Other Saved Filters—Filters created by other user on the List.
    Search for or browse to the filter you want, and click to apply it. The applied filter appears at the top of the screen, above the Grid or Stream.

Note: To quickly filter on one or more List objects, check the boxes to the left of each object name, and then click Filter by Selected above the Grid.

Clear Part or All of a Filter

When you apply a filter, you can clear part or all of the filter:

  • To remove one or more options for a field—for example, to remove some statuses from a filter view—highlight the field and uncheck the options to the left.
  • To remove an entire field from the filter view, highlight the field and click Clear to the right.
  • To completely clear the filter view, click Clear All to the right of Filtered By in the filters panel, or click X to the left of Filtered By at the top center area of the screen above the Grid or Stream.

Note: You can also delete any saved filter from the list by highlighting the filter name and clicking to the right. Any collaborator on a List can delete a filter created by any other collaborator.

Delete List objects

Deleting an object from a List permanently deletes all comments, notes, and manually logged events for that object. No information is preserved.

  1. With the List open, click to display the Grid view.
  2. Check the box to the left of each object you want to delete. You can select multiple List objects for deletion, or check the box at the top of the List to delete all List objects.
  3. In the toolbar that appears above the List, click Delete.
  4. Click Delete again to confirm.

Use navigation shortcuts

You can use hotkeys and keyboard shortcuts to navigate, make edits, and do other work in SalesforceIQ. As the tables below show, you can use these keys in the Grid and Stream views, within an individual Stream item, and in the Snapshot and Fields tab sections within the Stream view.

Grid


Hotkey/Shortcut Function
Arrow keys Navigate up, down, right, left
Cmd + Arrow key Move to the next cell containing data
Cmd + Shift + Arrow key Select the data between the highlighted cell and the next cell containing data
Tab Save the contents of the cell, move to the cell to the right
Shift + Tab Save the contents of the cell, move to the cell to the left
Ctrl + C Copy
Ctrl + V Paste
Ctrl + Z Undo
Ctrl + Shift + Z Redo
Enter Open the cell, close the cell, move to the next row
Space bar Acts like clicking: When a List object is selected in the Grid, opens the Stream; when a Grid cell is selected, allows you to edit the cell
Delete/Backspace Remove data from selected cell or cells
Cmd + Click Click the field header to highlight an entire field; you can select multiple fields that aren’t next to each other
Shift + Click To highlight multiple fields in a row, click the leftmost field header, select Shift, and click the rightmost field; this selects all fields in between
Escape Close the cell without saving the contancts

Stream


Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)

Shift + Tab/
Left arrow key

Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up and down arrow keys Move to the previous/next item
C Open the comment box
Shift + C Close the comment box
Esc When the comment box is open, move the focus to the stream pane
L Open the log event form
Shift + L Close the log event form
F Open the filter form
Shift + F Close the filter form

Single Stream item


Hotkey/Shortcut Function
E Enter edit mode for a manual event or comment that is yours
D Delete the event for a manual event or comment that is yours
Enter Toggle the display of an email body if on an email you have access to
R Reply to an email that is yours
Shift + R Reply-all to an email that is yours
A Request access to an event that is not shared with you
S Share the event
U Unshare the event

Snapshot

Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)
Shift + Tab/
Left arrow key
Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up and down arrow keys Move to previous/next item
C Open the comment box
Shift + C Close the comment box
Esc When the comment box is open, move the focus to the stream pane
L Open the log event form
Shift + L Close the log event form
F Open the filter form
Shift + F Close the filter form

Fields tab

Hotkey/Shortcut Function
Tab/Right arrow key Move to the section to the right (Snapshot > Stream pane > each sidebar tab)
Shift + Tab/
Left arrow key
Move to the section to the left (each sidebar tab > Stream pane > Snapshot)
Up or down arrow keys When all fields editors are closed, move to the previous/next field item
Tab/Shift + Tab When a field editor is open, move to the next/previous field item and open that field editor
Enter

When a field item is highlighted, open that item's editor

When on the field describing what the List is tracking (deal, opportunity, etc.), open the edit List object form

When on the auto-sharing field item, toggle the auto-sharing switch

Esc Close any open field editor, keeping the focus on that field item