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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

Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.

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.

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.

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.