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.

Multi-page compatibility

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.
Quick updates

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.
Define stages

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.
Conditional coloring

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.
Multiple aggregations

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 actions

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 record actions

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!

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5 Star Rating

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.

Accessible within a List View
Drag-and-drop between stages
Kanban-style board layout
Stage-based visualization
Supports standard objects
Edit and Delete records
Can be plugged into any page
Supports custom objects
Display unlimited fields per record card
Configurable and editable fields
Define multiple stages and paths
Conditional coloring rules
Multiple aggregation types
Mass actions (update, delete, etc.)
Custom record actions

Frequently Asked Questions

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:

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.

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.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.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

  • Eligible Non-Profit Organizations
  • Certified Salesforce Consulting Partners

Large volume

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 discounted tier eligibility.

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.

How frequently is GridMate updated?

GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.

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