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

Does GridMate support Salesforce Classic?

Yes. GridMate has been successfully deployed on Salesforce Classic. See below:

Step-by-step guide available here.

Does GridMate run on tablets?

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

Is GridMate a managed package?

Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.

Is there a partner agreement?

Yes, it’s a straightforward agreement that outlines the roles, expectations, and rewards of our affiliate partnership. It helps keep everything clear and aligned, while protecting everyone’s interests.

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
}

See all FAQs

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