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
Is there a partner agreement?
Yes, it’s a straightforward agreement that outlines the roles, expectations, and rewards of our affiliate partnership. It helps keep everything clear and aligned, while protecting everyone’s interests.
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available 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.
Do I need technical experience with GridMate?
Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
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.
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