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.
- Our File Connect feature lets you connect to cloud storage platforms such as Google Drive, Dropbox, Amazon S3, SharePoint, and Box, and also supports custom integrations with other cloud 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
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.
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.
Can I prevent my users from creating, editing, or deleting filters?
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.
Does GridMate store or process data outside of my Salesforce Org?
No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.
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.
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