FieldSet Grid
Kanban-style clarity. Grid-based precision.
Use Salesforce field sets to create powerful, flexible grids - without code or compromise. GridMate’s Field Set Grid lets you design once and deploy anywhere, with point-and-click control and all the rich features GridMate is known for.
Admin-friendly setup. Power-user results.
Bring the power of GridMate to every field.
Transform static field set layouts into dynamic, interactive grids with:
- Inline filtering and sorting
- Formula fields
- Conditional coloring
- Bulk actions (edit, delete, clone, update)
- CSV import/export
- Pagination for up to 2,000 records
No code. All control.
The Field Set Grid uses your existing Salesforce Field Sets to define what shows up in the grid, making setup a breeze for any admin:
- Just select a field set from Setup.
- Drop the grid on any Lightning page.
- Watch it populate dynamically - no dev work needed.
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Always up to date. Always in sync.
Change a field in the field set? It reflects instantly in your grid - no double configuration, no surprises.
Fits anywhere. Works everywhere.
Use the Field Set Grid on:
- Record pages
- Lightning apps
- Home pages
Wherever you need grid power, it plugs right in.
See the FieldSet Grid
in action!
See how teams make everyday tasks effortless with the FieldSet Grid.
Make the leap from standard to standout.
Unlock smarter, more flexible data views - without writing a single line of code.
Frequently Asked Questions
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.
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}".
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.
Does GridMate store or process data outside of my Salesforce Org?
No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.
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.
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