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.

Define columns

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

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.

Searching and filtering

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.

Conditional coloring

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.

Field set linking

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.

Record grouping based on all fields
Drag-and-drop records
Accessible from Lightning Page Builder
Custom fields (via field sets)
Custom labels
Conditional coloring
Search, filter, pagination
Mass actions + Flow triggers
Supports standard and custom objects

Frequently Asked Questions

How is GridMate priced?

GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.

  • $11 per user/month when billed annually
  • $14 per user/month when billed monthly

This pricing covers everything - no add-ons, feature gating, or hidden tiers.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

  • Eligible Non-Profit Organizations
  • Certified Salesforce Consulting Partners

Large volume

We offer tailored pricing for:

  • Organizations with a large number of users
  • Experience Cloud login-based license models
  • Multi-org Salesforce environments

Contact us to explore volume discounts or discounted tier eligibility.

How do partner rewards work?

Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.

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:

Do I need technical experience with GridMate?

Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.

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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questions?

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