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
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available here.
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.
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.
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:
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.
Got any more
questions?
