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Dynamic Record Card
Dynamic Record Card

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.

Live previews

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.

Configurable layouts

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.

Inline details

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.

+
Master-detail display on same page
Reacts to row selections in parent grid
Works with List View, Related List, and FieldSet
Custom field and layout configuration
Limited
No-code setup for field mapping
Visual consistency across objects and record types

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.

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.

Who can partner with GridMate?

We team up with leading Salesforce implementers and consultants to supercharge the delivery of clean, intuitive user experiences.

And we join forces with fellow ISVs to create smarter, sharper, more powerful Salesforce solutions. So your customers don’t just get more tools - they get more done.

Does GridMate run on tablets?

Yes, GridMate has been successfully deployed on iPad. See below:

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

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