Compact Calendar

Designed for flow. Built for focus.

Track what’s coming up without ever leaving the record. The Compact Calendar embeds a dynamic, configurable calendar view in Salesforce directly onto any Lightning record page - so users can see what matters most, right in context. Built for speed, clarity, and customization, it makes it easy to calendar anything in Salesforce.

Context-aware. Workflow-ready.

Calendar view of related records

No clicks. No clutter.

Display Events, Tasks, or custom object records in a single scrollable view. Users get the full picture without jumping between screens or navigating away from the page.

Lightning record page configuration

Set it up once. Make it yours.

Drop the component into any Lightning record page using the Lightning App Builder. Then configure which record types, fields, icons, and filters are shown - so the calendar fits your exact use case and workflow.

Contextual filtering

Only what’s relevant - nothing more.

Display only the records tied to the current page. With contextual filtering built in, users stay focused on what matters most.

Custom visual layout

Looks native. Works smarter.

Match your org’s visual style with customizable icons, borders, colors, and layout. The Compact Calendar blends in visually while offering far more flexibility than the default calendar in Salesforce Lightning.

See Compact Calendar in
action!

AppExchange
5 Star Rating

See how teams bring clarity to every record with the Compact Calendar.

Make the leap from standard to standout.

Why bounce between screens? See how Compact Calendar keeps everything in view - right inside the record.

Drag-and-drop setup in Lightning Builder
View Tasks and Events
Support for custom objects
Define which records appear
Customize displayed fields and icons
Automatically filter by current record
Show multiple record types at once
Fully customizable visual layout

Frequently Asked Questions

Does GridMate run on tablets?

Yes, GridMate has been successfully deployed on iPad. See below:

Is GridMate a Salesforce-certified solution?

Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.

You can explore GridMate’s features and customer testimonials here.

Are GridMate grids supported on the Salesforce Mobile App?

Absolutely! Here's what we recommend:

  • Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
  • Set a unique name that clearly identifies it as a mobile-friendly grid.

There are two key considerations when it comes to accessing grids on mobile devices:

Set the width for each column – This allows users to scroll horizontally.

Refer to column width specification here.

Set the height of the grid – This enables vertical scrolling.

Refer to the height specification here.

Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.

Can I prevent my users from creating, editing, or deleting filters?

Yes. By default, GridMate provides a permission set called GridMate User to easily grant access to package components, including object settings, Apex classes, and more.

With this permission set assigned, users can create, edit, and delete end-user filters - provided this option is enabled on the grid.

However, in certain scenarios, admins may want to restrict these actions. Rather than duplicating and manually adjusting the permission set, we recommend using the Muted Permission Set feature in Salesforce.

1. Create a Permission Set Group that includes the GridMate User permission set.

2. Add a Muted Permission Set to that group by creating a new Muted Permission Set.

3. In the Muted Permission Set, mute Create/Update/Delete access for the DataGrid Preferences object.

4. Finally, remove all direct assignments of the GridMate User permission set from users. Instead, assign them the new Permission Set Group.

This approach ensures your users retain access to essential GridMate components while preventing them from modifying filter settings.

Please refer to Salesforce documentation for Muted Permissions.

How do I contact GridMate support?

You can reach out to us via email at support@gridmate.io.

For any technical assistance, please grant access to your Salesforce organization and share the following:

  • The Salesforce Organization ID (Org ID)
  • The page link(s) related to the issue
  • The steps to reproduce the issue

Got any more
questions?

Get Support