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
How frequently is GridMate updated?
GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.
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.
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.
What is GridMate?
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.
How is GridMate priced?
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.
For Non-Profits:
Eligible non-profit organizations receive 5 free licenses for life.
For Large Volume Needs:
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 eligibility for non-profit licensing.
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