Dynamic Data Table

by mindZvueSalesforceFree

Review and manage connected Salesforce records in hierarchy, table, timeline, calendar, and Kanban views.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Dynamic Data Table — screenshot from the Salesforce AppExchange listing

What it does

Dynamic Data Table brings records from standard and custom Salesforce objects into a configurable hierarchy with three levels. It provides Table, Timeline, Calendar, and Kanban views for reviewing and organizing records. Users can search, filter, sort, apply conditional formatting, and save up to five filters per user. Multiple records can be edited or deleted together, and views can be exported to CSV or PDF.

Key capabilities

from the Salesforce AppExchange listing

Three-level hierarchy

Display related records from standard or custom Salesforce objects across three connected levels.

Four record views

Calendar record planning

Change record dates, move records, navigate to selected dates, and hide hierarchy levels in Calendar View.

Kanban grouping

Group records using a configured picklist such as stage, status, priority, category, or owner.

Record filtering

Search records, apply advanced filters and custom filter logic, sort results, and save up to five filters per user.

Bulk record actions

Select several records to change field values or remove them in one operation.

Conditional cell colors

Apply colors to cells according to statuses, priorities, dates, risk indicators, or custom rules.

View exports

Export the current view as a CSV or PDF file.

In the catalog

1,106 plugins in Salesforce Platform · Productivity

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Salesforce teams often struggle to review data scattered across multiple objects, pages, and lists. Dynamic Data Table (DDT) solves this by bringing critical information into a single, actionable workspace. Key Capabilities - 3-Level Hierarchy View: Connect and view standard or custom Salesforce data models across …»

Official marketplace listing

Publisher
mindZvue
Updated on marketplace
Facts verified