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 store or process data outside of my Salesforce Org?

No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.

What security and compliance standards does GridMate meet?

GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.

All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.

Should we grant a GridMate license to every user?

No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.

We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:

Is GridMate a managed package?

Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.

How long does it take to get set up?

You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.

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