Grids can be accessed from within the Salesforce Sales and Service Cloud Console. When in the Sales and Service Cloud Console, use the Grids tab for immediate access to grids, or click the “+” icon in the top bar and enter a Grid URL. Grid links and actions that open record detail pages will open in a new tab within the Sales and Service Cloud Console. These include:
- The “Open record detail” action
- Lookup fields on child objects, when clicking the green arrow
- Id and Name fields, and read-only lookup fields that are linked
- Id links in lookup results, when there are duplicate results
Note, if accessing a grid embedded in the record detail page within the Console, your Visualforce page must include some additional parameters in order for grid links and actions to still open the Console versus a new window. Please contact support@validity.com for details.
