FieldSet Kanban
A flexible kanban experience that transforms processes into progress.
Powered by field sets for full visibility and flexibility, GridMate’s FieldSet Kanban component brings structure, clarity, and control to any workflow. From project phases to sales stages, it’s a Kanban experience designed to adapt.
A visual workspace that adapts to your data.
Group your records your way.
Choose any field to define columns. Each column is fully customizable, so you can mirror your team’s exact process in real time.
Custom labels. Clearer communication.
Transform default values into user-friendly column labels. Replace “High” with “Urgent” or “In Progress” with “Underway” to align the board with your team’s terminology.
Search, filter, and scale effortlessly.
Enjoy GridMate’s signature performance across large datasets. Inline search, filters, and pagination ensure you can quickly find what you need - even with thousands of records on the board.
Color-code for clarity.
Use conditional formatting to highlight what matters most. Define rule-based color logic that visually flags key statuses, priorities, or risks at a glance.
Powered by field sets.
Control exactly what appears on each navigation path by mapping the fields. Make changes once, and the updates reflect across all records - instantly and consistently, without extra setup.
See the FieldSet Kanban
in action!
Make the leap from standard to standout.
Unlock the full potential of Kanban views with GridMate - go beyond list views, and bring actionable clarity to any Lightning page.
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.
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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
}
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.
What security and compliance standards does GridMate meet?
GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.
All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.
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