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Dynamic Record Card
The details you need - right where you need them.
It’s time to stop making users chase context across tabs. With the Dynamic Record Card, record-specific details appear instantly the moment a row is selected in any GridMate master grid - List View, Related List, or FieldSet. It’s the easiest way to bring a master-detail interface to life, all within a single pane of glass.
Context, without compromise.
Stay in sync with your grid.
This component listens to any connected GridMate grid and automatically displays the record details of the selected row. It’s a seamless, live update experience that keeps users focused and informed - without switching tabs.
Configure what matters.
You choose which fields and layouts to show, so users always see the most relevant information. Whether it's summary fields, long text areas, or custom lookups, the layout is completely in your control.
Designed for clarity. Built for speed.
From sales overviews to service cases, display detailed insights alongside your main grid. Save users from context-switching by embedding the full picture directly into their workflow.
See the Dynamic Record Card
in action!
Make the leap from standard to standout.
Unlock the full potential of master-detail experiences in Salesforce - no Visualforce, no navigation compromises.
Frequently Asked Questions
Do I need technical experience with GridMate?
Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
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.
Got any more
questions?
