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
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.
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.
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.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
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.
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