File Explorer
Smarter storage. Smarter access. Smarter control.
Elevate your Salesforce document management with GridMate’s File Explorer - your all-in-one solution for smarter file organization, access, and sharing. Built to elevate how teams manage content across records, File Explorer redefines Salesforce file management with cloud storage integrations, dynamic views, and flexible permission controls - all within the native Salesforce experience.
All your documents - exactly where you need them.
Third-party storage, first-class experience.
Say goodbye to scattered files. Connect your third-party storage and manage everything from one sleek interface inside Salesforce.
- Integrates with Dropbox, Google Drive, Amazon S3
- Supports custom integrations with other cloud storage platforms
Any file. Any format.
Work confidently with all standard file types - including PDF, XLS, DOCX, CSV, JPEG, PNG, and more.
Instant control over every file.
Boost productivity with native file operations:
- Cut, copy, and paste files between records (e.g., move files from one Account to another)
- Duplicate or delete files instantly
- Upload or download in bulk with ease
Four views. One flexible experience.
Effortlessly toggle between four displays and find the one that works best for your workflow:
- Gallery View: Visual-first file navigation
- Table View: Spreadsheet-style layout for details at a glance
- Carousel View: Split-screen layout with full preview and metadata
- Tree View: Nested folders for a classic file system experience
Search smarter. Access faster.
Powerful in-component search lets you locate documents by:
- File name
- Topic or keyword
Lock it down or open it up.
You’re in control with configurable permissions:
- Enable or disable functions like cut/copy/paste
- Restrict upload formats to suit your needs (e.g., PDF-only environments)
See the File Explorer
in action!
See how teams streamline Salesforce document management with GridMate.
Make the leap from standard to standout.
Reimagine file management with seamless integrations, smarter views, and full control - right inside Salesforce.
Frequently Asked Questions
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
Is GridMate a managed package?
Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
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.
Got any more
questions?
