This guide covers choose a parent source in Gutenburg. The Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.

The Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.
The Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.

Workflow

  1. Advanced Column FormatThe Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.
  2. Parent Data Source MenuIn this case, we will select Account so that only records related to the account are displayed.

Controls and settings

  • Advanced Formatting MenuThe Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.
  • Parent Data Source MenuIn this case, we will select Account so that only records related to the account are displayed.

How this fits into a template

Data Tables are designed for repeating Salesforce record data. The tour demonstrates object selection, columns, formatting, parent-source filtering, additional filters, ordering, insertion, preview, and cell-level styling.