Additional Actions | Comet Apps

Export to CSV

Depending on the permissions you have, you can export the rows currently loaded in your View into a CSV file. This considers any applied filters.

View & Upload Attachments

Click the attachment icon to see any existing files related to that record. Drag and drop or upload from your machine to attach new files to that record.

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Getting Started

This page covers how to: install Relatable, assign licenses and permissions, and find the app within your Salesforce

Relatable View Builder

A “View” is our term for a custom list configured using Relatable. Manage all Views from the View Builder. Create new, edit existing and delete all from this page. Use the dropdown to filter all views by parent object.