Union Sheet

"Union sheet" is a feature that displays and edits records of multiple Salesforce objects together in a single sheet.

When you want to review records of different types across objects, such as leads and contacts, an ordinary sheet requires you to prepare a separate sheet for each object and switch between them. A union sheet lines up records of multiple objects in the same sheet, so you can filter, sort, and edit them all together. Tasks such as finding records that share the same email address, or cleaning up data that spans multiple objects, can be done on a single sheet.

Overview

Create Union Sheet

Add and Configure Columns

Edit Records

Limitations