Compounding efficiency: GridMate for banking and finance.
Enhance oversight, streamline operations, and surface critical data with confidence - right inside Salesforce.
Operational visibility for a fast-moving, high-stakes sector.
From client onboarding to credit reviews, risk assessments to regulatory audits, financial institutions rely on workflows that demand speed without sacrificing precision. GridMate brings structure to complexity by helping teams manage large volumes of data with clarity and control. With smart grids, timeline views of related activities, and configurable layouts, banking and finance teams can reduce friction, maintain process visibility, and move faster across every line of business.
Compliance doesn’t have to compromise efficiency.
GridMate allows operations, risk, service, and compliance teams to work in parallel inside a unified Salesforce workspace. Track approval chains, monitor SLA adherence, surface account histories, or analyze case pipelines - all without leaving the platform. By consolidating tasks and visibility within Salesforce, GridMate minimizes stack sprawl, supports audit-readiness, and helps teams do more with the systems they already trust.
Explore our Salesforce components
Simplify complex tasks, streamline actions across different systems, and increase productivity with partner-built agents, actions, and AI apps.
Give your related records a modern, card-based makeover. Related List Cards displays small datasets as sleek, scannable cards with configurable actions, filters, and layout controls. Whether you need clarity, speed, or a more intuitive UI, this component delivers a compact, customizable experience that fits seamlessly into any Lightning page.
Related List Cards
Tidy up your record pages with the Related List Accordion - a collapsible layout that keeps small datasets compact and accessible. Group related records into expandable sections, apply filters, control action visibility, and insert inline components. It’s a smarter way to organize related lists without overwhelming the page.
Related List Accordion
Streamline your record pages with Related List Tabs - a tabbed layout that organizes small datasets into clean, focused views. Apply filters, add toolbar actions, and configure inline enhancements without code. Whether you're working with standard or custom objects, it's a smarter, sleeker way to display related records - without cluttering the page.
Related List Tabs
Make every address field actionable with the Map Record component. This component embeds interactive Google Maps directly into any record page - standard or custom. Visualize locations in Place or Street View, map addresses or coordinates, and tailor visibility by role. It’s smarter mapping, fully embedded, at a fraction of the cost of Salesforce Maps.
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Map Record
Display key metrics as sleek, configurable visuals that make performance instantly visible. With Record KPI, you can spotlight critical number or percentage fields like revenue, probability, or amount - directly on your record pages for faster, more informed decisions.
Record KPI
Your grids, your way - no logins, no lag. The GridMate Chrome Extension puts your favorite User Grids just a click away. Open, edit, and filter right from your browser - fast, secure, and always synced with Salesforce. Need more context? Jump into your org in one click. It’s the fastest way to work smarter, without breaking your flow.
Chrome Extension
Real results. Real impact.
Stories of transformation. Numbers that speak volumes.
User Grid
Take full control of your Salesforce data with the User Grid - a customizable, no-code workspace built for scale. Enjoy Excel-style inline editing, mass actions, advanced filtering, powerful data import/export capabilities, and a 360° view of your data - all in one lightning-fast grid. It’s the power of a spreadsheet, reimagined for Salesforce.
Map List
Put your records on the map with the Map List - a no-code mapping solution for Salesforce. Visualize any object using Google Maps, search by radius, apply conditional coloring, launch bulk actions, and explore locations with Street View. Say hello to spatial intelligence made actionable - right inside your Salesforce workflow, without the hefty price tag.
Kanban Board
Bring your workflow to life with the ultimate Kanban Board for Salesforce. Use it on any page, with any object - standard or custom. Define stages, apply conditional coloring, make updates on the fly, surface key metrics, and trigger mass actions with ease. It’s a smarter, more flexible Kanban - fully configurable and built to move work forward, fast.
File Explorer
The File Explorer transforms how you manage files in Salesforce - organize, preview, and move documents across records with ease. It integrates with Dropbox, Drive, or S3 by default and supports custom cloud storage platforms. Enjoy multi-view access, smart permissions, and flexible storage - minus the bloated price tags.
Multi Calendar
Built for field service and beyond, the Multi Calendar gives you a row-based, drag-and-drop calendar that mirrors how your teams operate. Schedule by technician, filter by skill, apply color-coded logic, and trigger mass actions in a click. Clear, customizable, and built for real-world ops, it’s the calendar that adapts to your team - not the other way around.
Single Calendar
Bring order to your scheduling chaos with the Single Calendar. See every activity in one place - by user, team, or resource. Reschedule with drag-and-drop ease, filter what you see, and color-code events to highlight what matters. With customizable tiles and built-in flexibility, it’s the calendar that keeps your operations aligned, agile, and always in sync.
Compact Calendar
The Compact Calendar brings a focused, scrollable view of upcoming activities right into any Lightning record page. Display Events, Tasks, or custom objects in context - no clicks, no clutter. With configurable fields, filters, and layouts, it blends seamlessly into your UI while helping teams stay on track without breaking their workflow.
Pivot Grid
Unlock deeper insights with the Pivot Grid - your interactive, no-code pivot table for Salesforce. Analyze records with inline editing, flexible filters, real-time aggregations, and conditional formatting. Configure X & Y axes, manage records in place, and pivot with precision. It’s fast, flexible analytics - built for the way your team makes decisions.
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List View Grid
Turn static Salesforce List Views into a dynamic, Excel-like workspace with this powerful component. Display unlimited fields and rows, edit multiple record and field types inline, copy-paste data, drag to fill, and run mass actions with ease. It’s everything standard List Views can’t do - now built in, and built for speed.
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Related List Grid
Take control of related records with a grid that does more than just display. The Related List Grid turns static lists into interactive workspaces - sortable, filterable, groupable, and action-ready. View unlimited rows, trigger flows, apply conditional coloring, and manage records inline. It’s visibility and control - right where you need it.
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Parent Related List Grid
See the right child records, exactly where they’re needed. The Parent Related List Grid dynamically displays related data based on indirect parent-child relationships - like Contacts from an Account linked to an Opportunity. With full GridMate functionality, it delivers contextual visibility and inline control - no extra clicks, no lost context.
Report Table
The Report Table brings live report data - tabular or summary - directly onto any Lightning page. Go beyond dashboards with real-time, record-aware insights that filter by context, follow API logic, and display exactly how your users need them. It’s the reporting power of Salesforce, finally where it’s needed most.
List View Kanban
Why choose between grid control and Kanban clarity when you can have both? This hybrid view combines GridMate’s advanced List View power with intuitive Kanban-style segmentation. Instantly filter by picklist, customize columns, and scale with ease. It’s a smarter, more versatile take on Salesforce Kanban - no limits, no compromises.
FieldSet Kanban
Turn any Salesforce workflow into a dynamic, drag-and-drop board with the FieldSet Kanban. Group records by picklist values, power each card with field sets, and tailor every label, color, and column to match your process. Fast, flexible, and fully configurable - it’s Kanban that makes your data easier to see, sort, and act on.
FieldSet Grid
Turn any Salesforce field set into a dynamic, fully interactive grid - no code required. FieldSet Grid lets admins design once and deploy anywhere, with instant field sync, advanced filtering, bulk actions, and more. It’s point-and-click setup with power-user depth - finally giving your field sets the visibility and control they deserve.
Dynamic FieldSet Grid
Bring your record pages to life with Dynamic FieldSet Grid - a responsive, inline view that updates in real time based on user interaction. Display context-aware child records without navigating away. Powered by field sets and built for any object relationship, it’s a flexible, code-free way to deliver connected data exactly when and where it matters.
Field Path
Visualize progress your way with the Field Path. Use any picklist field to define linear or branched paths across any object - standard or custom. Track stages, guide workflows, and surface status at a glance. No object restrictions, no rigid dependencies - just flexible, user-driven paths that fit your process, not the other way around.
Object Timeline
Bring clarity to every customer journey with the Object Timeline. View activities, milestones, orders, and any related object - standard or custom - in one unified timeline. Add it inline or as a full-page view. With full configurability and support for non-activity records, it’s a smarter, more complete way to track everything that matters.
Record App Switcher
Multitasking in Salesforce shouldn’t break your stride. Record App Switcher lets you move between Lightning Apps while keeping your current record view intact. No reloads, no context lost. Just one click from the Utility Bar gives users seamless navigation, consistent views, and the freedom to switch apps - without starting over.
Record Layout
Design record views your way with Record Layout (LWC). Create flexible, styled layouts for any object - including Events and Tasks. Group related data, control field visibility, and customize styling down to the section. Whether for internal use or external pages, it’s layout control that goes beyond Salesforce’s native limits.
Record Cards
Display any related record - whether it’s linked directly or through another object - as a clean, customizable card. With full control over fields, actions, display modes, and styling, the Record Card lets you surface the right data in the right context. Whether simple or complex, it’s a focused, flexible way to highlight key records exactly where they’re needed.
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Dynamic Record Card
The Dynamic Record Card delivers instant context inside any GridMate master grid. Select a row and see detailed record previews appear inline - no extra clicks, no tab switching. With no-code setup, customizable layouts, and seamless sync across List Views, Related Lists, and FieldSets, it’s the easiest way to build a master-detail view that just works.
Dynamic Accordion
Dynamic Accordion brings structure and focus to complex Salesforce pages. Create collapsible, configurable sections with low-code setup, group related content, and declutter busy layouts with ease. Add visual clarity with optional borders and modular formatting. It’s the flexible way to streamline your workspace - without sacrificing power or control.
Dynamic Tabs
Clear structure leads to better focus. The Dynamic Tabs component brings a smoother experience to your Lightning Pages by grouping dashboards, components, and records into clean, easy-to-navigate tabs. Choose from flexible layouts, add styling as needed, and keep everything accessible - so users can stay on task, without ever leaving the page.
Related List Cards
Give your related records a modern, card-based makeover. Related List Cards displays small datasets as sleek, scannable cards with configurable actions, filters, and layout controls. Whether you need clarity, speed, or a more intuitive UI, this component delivers a compact, customizable experience that fits seamlessly into any Lightning page.
Related List Accordion
Tidy up your record pages with the Related List Accordion - a collapsible layout that keeps small datasets compact and accessible. Group related records into expandable sections, apply filters, control action visibility, and insert inline components. It’s a smarter way to organize related lists without overwhelming the page.
Related List Tabs
Streamline your record pages with Related List Tabs - a tabbed layout that organizes small datasets into clean, focused views. Apply filters, add toolbar actions, and configure inline enhancements without code. Whether you're working with standard or custom objects, it's a smarter, sleeker way to display related records - without cluttering the page.
Map Record
Make every address field actionable with the Map Record component. This component embeds interactive Google Maps directly into any record page - standard or custom. Visualize locations in Place or Street View, map addresses or coordinates, and tailor visibility by role. It’s smarter mapping, fully embedded, at a fraction of the cost of Salesforce Maps.
Record KPI
Display key metrics as sleek, configurable visuals that make performance instantly visible. With Record KPI, you can spotlight critical number or percentage fields like revenue, probability, or amount - directly on your record pages for faster, more informed decisions.
Chrome Extension
Your grids, your way - no logins, no lag. The GridMate Chrome Extension puts your favorite User Grids just a click away. Open, edit, and filter right from your browser - fast, secure, and always synced with Salesforce. Need more context? Jump into your org in one click. It’s the fastest way to work smarter, without breaking your flow.