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
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:
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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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.
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 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.
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