Dynamic FieldSet Grid
Inline context. Instantly connected.
Bring relevance and responsiveness to your record pages with a dynamic inline grid that adapts to user interaction - no navigation, no refresh, no limits.
Dynamic data. Seamless experience.
Interaction meets instant data.
The grid updates instantly based on user clicks, selections, or filters - ensuring that the right related records are always visible, exactly when needed. Say goodbye to rigid page flows and static views. The Dynamic FieldSet Grid transforms your record pages by displaying context-aware child records, inline.
Know what matters. Show what matters.
When a parent record is selected, the grid automatically detects it and updates in real time to display only the relevant related records - based on filters, criteria, or field logic; no user input required.
No limits. Just relationships.
Works across any parent-child object relationship, not just standard ones. Extend its power to your custom objects and org-specific data models. Whether you're dealing with standard Opportunities or a custom object hierarchy, this grid adapts.
Smart setup. Smarter display.
Define the display fields using Salesforce field sets - not fixed configurations. Built on the power of field sets, this grid lets you configure what appears without hardcoding layouts or building complex components. It’s lightweight, flexible, and easy to maintain.
Total control. Zero code.
From parent object selection to custom labels, filters, and grid logic - you’re in control. Once configured, the grid automatically adapts as users explore your data. There’s no need to write code; all configurations can be managed declaratively for a seamless admin experience.
See the Dynamic FieldSet Grid
in action!
Make the leap from standard to standout.
Unlock responsive, flexible inline record viewing with GridMate’s Dynamic FieldSet Grid, for a truly dynamic experience.
Frequently Asked Questions
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.
Who is GridMate for?
GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.
Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
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.
Does GridMate support archived data filtering?
Yes. GridMate supports archived data via admin-defined filters. Use the following JSON string to enable archived row visibility:
{
"gmpkg__allRows": true
}
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.
Got any more
questions?
