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
How is GridMate priced?
GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.
- $11 per user/month when billed annually
- $14 per user/month when billed monthly
This pricing covers everything - no add-ons, feature gating, or hidden tiers.
For Non-Profits:
Eligible non-profit organizations receive 5 free licenses for life.
For Large Volume Needs:
We offer tailored pricing for:
- Organizations with a large number of users
- Experience Cloud login-based license models
- Multi-org Salesforce environments
Contact us to explore volume discounts or eligibility for non-profit licensing.
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
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
What security and compliance standards does GridMate meet?
GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.
All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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