Kanban Board
Visualize more. Manage better. Deliver faster.
Bring your workflow to life with a Kanban experience that’s built for action. Whether you're managing sales pipelines, project stages, or case queues, GridMate's Kanban Board for Salesforce keeps your data moving and your team in sync. Plug it into any page, configure it your way, and make progress visible, editable, and actionable - right where it matters most.
A Kanban that adapts to you. Not the other way around.
Plug it anywhere. Use it everywhere.
A Kanban Board that works where you do.
- Add it to Home Pages, App Pages, or Record Pages.
- Use it across standard and custom objects.
- Display as many fields as you need - no hard limits.
Update faster. Stay in flow.
Make quick updates without breaking your stride.
- Drag and drop tasks through phases.
- Edit fields directly in modal pop-ups.
- Configure fields for multiple record types.
- Keep your board always in sync with real-time edits.
Stages your way.
Control every step of the process.
- Define and customize stages or paths.
- Track how many records sit in each stage.
- Adapt it to fit any pipeline - sales, service, ops - you name it.
Visual cues that guide action.
Highlight what matters, right when it matters.
- Set color rules for conditional formatting.
- Make progress and priorities easy to spot at a glance.
Data you can digest.
Go deeper with your insights.
- Surface aggregations like totals, averages, and max values.
- Hover for full context - know exactly what each metric means.
Mass updates. Micro effort.
Save time with powerful bulk actions.
- Mass update, delete, or trigger flows in one click.
- Trigger flows right from the board.
Custom actions. Smarter outcomes.
Empower your team with more than the basics.
- Add custom record-level actions tailored to your use case.
- Create workflows that match your business logic.
See the Kanban Board
in action!
See how teams get more done with the GridMate Kanban Board.
Make the leap from standard to standout.
Take your Salesforce Kanban experience to new heights with GridMate - say yes to more control, smarter workflows, and zero limitations.
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.
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:
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
}
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
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.
Got any more
questions?
