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
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.
How do I contact GridMate support?
You can reach out to us via email at support@gridmate.io.
For any technical assistance, please grant access to your Salesforce organization and share the following:
- The Salesforce Organization ID (Org ID)
- The page link(s) related to the issue
- The steps to reproduce the issue
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.
- $15 per user/month when billed monthly
- $180 per user/year when billed annually
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.
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.
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
}
Got any more
questions?
