Dynamic Accordion

Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.

However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.

GridMate User

This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.

GridMate Advanced User

This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.

GridMate Admin

This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.

GridMate Cockpit User

The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.

Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".

GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.

Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.

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.

GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.

• $11 per user/month when billed annually
• $14 per user/month when billed monthly

This pricing covers everything - no add-ons, feature gating, or hidden tiers.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

• Eligible Non-Profit Organizations
• Certified Salesforce Consulting Partners

Large volume

We offer tailored pricing for:

• Organizations with a large number of users
• Experience Cloud login-based license models
• Multi-org Salesforce environments

Contact us to explore volume discounts or discounted tier eligibility.