Advanced Data Table
Enterprise-Grade Salesforce Lightning Component with Excel-Like Functionality
Transform your Salesforce data visualization with powerful, feature-rich data table capabilities that bring Excel-like filtering, sorting, and data manipulation directly into your Lightning pages
Core Features
Everything you need for enterprise-grade data visualization
Excel-Style Filtering
Advanced column-level filtering with checkbox selection, search capabilities, and multi-select options. Filter data instantly without page refreshes.
Smart Sorting
Click-to-sort functionality on all columns with intelligent data type recognition. Handles text, numbers, dates, and currency with proper sorting algorithms.
Dynamic Fieldsets
Leverage Salesforce fieldsets for flexible column configuration. Change displayed fields without touching code - perfect for different user requirements.
Customizable Styling
Three color schemes: Organization branding, Object-specific colors, or fully custom. Control headers, alternating rows, and number formatting colors.
CSV Export
One-click export to CSV with proper formatting preservation. Exports filtered data maintaining current view state and column order.
Inline Actions
Built-in edit, view, and clone actions. Choose between row-level buttons or dropdown menus for cleaner interfaces.
Responsive Design
Fully responsive layout that adapts to desktop, tablet, and mobile screens. Horizontal scrolling for wide tables on smaller devices.
Smart References
Automatic hyperlinks for lookup fields and Name fields. Navigate to related records with a single click while maintaining context.
Column Control
Configure column widths with pixels, percentages, or auto-sizing. Enable text wrapping per column with interactive toggle controls.
Use Cases & Benefits
Perfect for diverse industries and scenarios
Financial Services
Display transaction histories, portfolio holdings, or loan applications with advanced filtering by date ranges, amounts, and status. Color-code positive/negative values for quick analysis.
Sales Management
Track opportunities, quotes, and orders with real-time sorting by value, close date, or probability. Export pipeline reports for offline analysis and team meetings.
Project Management
Monitor project tasks, milestones, and resources. Filter by assigned user, priority, or deadline. Use inline editing for quick status updates without leaving the view.
Customer Service
Manage support cases with filtering by priority, status, and product. Sort by age or last modified to prioritize workload. Quick access to edit and update case details.
Inventory Management
Track products, stock levels, and orders. Use number formatting to highlight low stock in red. Export inventory reports for procurement planning.
Key Benefits
Increased Productivity: Excel-like interface reduces training time and increases user adoption
Better Decision Making: Advanced filtering and sorting enable quick data analysis
Reduced Development Time: Fieldset-based configuration eliminates custom coding for field changes
Improved Data Quality: Inline editing with proper validation reduces data entry errors
Enhanced User Experience: Responsive design and intuitive controls delight users
Compliance Ready: Export capabilities support audit and reporting requirements
Configuration Options
Fully declarative configuration through Lightning App Builder - no coding required!
| Property | Description | Example |
|---|---|---|
| Child Object API Name | The related object to display | Opportunity, Case, Custom_Object__c |
| Fieldset Name | Fieldset defining columns | AccountOpportunities, CaseDetails |
| Relationship Field | Field linking child to parent | AccountId, Parent_Record__c |
| Record Limit | Maximum records to display | 50, 100, 200, 500 |
| Column Widths | Custom column sizing | 150px,200px,auto,25% |
| Wrapping Columns | Fields allowing text wrap | Description__c,Comments__c |
| Color Scheme | Styling theme selection | org, object, custom |
| Show Export Button | Enable CSV export | true/false |
| Edit Button Location | Inline or menu style | row, menu |
Technical Specifications
Platform:
Salesforce Lightning Web Components (LWC)
API Version:
64.0+ (Winter '25 Compatible)
Browser Support:
Chrome, Firefox, Safari, Edge (Latest versions)
Mobile Support:
Salesforce Mobile App, Mobile Browser
Performance:
Optimized for up to 500 records with instant filtering
Security:
Respects field-level security and sharing rules
Dependencies:
FieldsetHelper.cls, BrandingHelper.cls (included)
Advanced Capabilities
Data Handling
- Relationship field traversal
- Formula field support
- Multi-currency handling
- Picklist value filtering
- Date/DateTime formatting
- Boolean checkbox display
UI Features
- Sticky header on scroll
- Loading state indicators
- Error handling display
- Empty state messaging
- Print-optimized CSS
- Accessibility compliant
Why Choose Advanced Data Table?
Unlike standard Salesforce related lists or basic data tables, the Advanced Data Table brings enterprise-grade data manipulation capabilities that users expect from modern applications. With its Excel-like interface, powerful filtering, and extensive customization options, it bridges the gap between Salesforce's native capabilities and complex business requirements.
Ready to Transform Your Data Visualization?
Deploy the Advanced Data Table component and bring Excel-like power to your Salesforce Lightning pages