Field Path
A smarter way to visualize progress.
Track progress, status, and stages with precision - anywhere, anytime. The Field Path component brings full flexibility to how you visualize processes in Salesforce, without the limits of Salesforce’s native Path feature. Choose your field. Choose your path. Choose your flow.
Paths that follow your logic.
Field Path lets you define process flows based on any picklist field - not just the ones Salesforce allows. Whether you're managing opportunity stages, case statuses, or something custom, this component gives you an elegant, visual way to bring that data to life.
Simple to configure, powerful in action. Whether linear or non-linear, your paths stay aligned to your business logic - because that’s where real adoption happens.
Flexibility that puts you in control.
- Define your own path: Use any field to drive your visual path—perfect for custom objects, alternate processes, or departments with different flows.
- Linear or non-linear display: Choose the visual experience that fits your use case. Field Path supports both sequential and branched paths for ultimate flexibility.
- Real-time clarity: Display the current stage of a record at a glance, helping teams stay in sync and move faster with less confusion.
- No limits, no dependencies: Unlike Salesforce Path, GridMate’s Field Path doesn’t require specific objects, field dependencies, or extra setup. Drop it in and go.
- Works across record types: Standardize your experience across multiple record types while tailoring the displayed path to each.
Flexible paths for real-world processes.
- Track opportunity or lead stages
- Display case status for support teams
- Highlight custom process stages (e.g., contract review, onboarding)
- Guide users through project phases or lifecycle steps
See the Field Path
in action!
Make the leap from standard to standout.
Unlock path visualization without limits - turn rigid flows into dynamic, user-driven journeys.
Frequently Asked Questions
Is GridMate a Salesforce-certified solution?
Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.
You can explore GridMate’s features and customer testimonials here.
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}".
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.
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.
Should we grant a GridMate license to every user?
No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.
We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:
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