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Vantage Accelerators · Component · Salesforce

Advanced Data Table

Related lists that filter, sort, edit and export like a spreadsheet

Included in Vantage Point Salesforce engagements Hours per table Source deployment

In one sentence

Advanced Data Table replaces Salesforce related lists with Excel-style filtering, sorting, inline actions and CSV export, configured from a field set. Up to 500 records.

500records optimized
CSVone-click export
9configuration options
64.0+API version

The problem it solves

Standard related lists cannot be filtered or sorted in place, so users export to spreadsheets and lose time and accuracy.

What Advanced Data Table is

Advanced Data Table shows child records from a relationship field in a configurable table: columns come from a field set, each column filters Excel-style and sorts on click, rows carry edit, view and clone actions, and the whole table exports to CSV. Column widths, wrapping, color scheme, record limit and button placement are set in Lightning App Builder. Optimized for up to 500 records.

What is included

  • Excel-style column filtering and click-to-sort
  • Field-set-driven columns with reference-field resolution
  • Inline edit, view and clone actions
  • CSV export
  • Configurable widths, wrapping columns, color scheme and record limit
  • Responsive; API version 64.0 or later; FieldsetHelper and BrandingHelper included

How it works

  1. Create a field set on the child object with the columns you want.
  2. Deploy the component; Vantage Point does this in your engagement.
  3. Add it to the parent record page: child object, field set, relationship field, record limit.
  4. Tune widths, colors and actions in the property panel.

What you need

  • Lightning Experience
  • A relationship field from child to parent object
  • Deployed by Vantage Point as part of an engagement

Frequently asked questions

Does it work with any object?

Yes, for any parent-child relationship on standard or custom objects, as long as the child object has a field set.

What about Salesforce's newer editable tables in Flow?

Native tables cover simple cases inside a Flow screen. Advanced Data Table lives on the record page with filtering, actions and export, and we help you pick the right one.

Last reviewed October 2, 2026 by the Vantage Point team. Salesforce, HubSpot, Agentforce, Claude and other product names belong to their owners. Browse all accelerators →