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
Who is GridMate for?
GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.
Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.
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
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}".
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.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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