Pivot Grid

Pivot deeper. Analyze smarter.

Surface deeper insights and slice your Salesforce data from every angle with the Pivot Grid. Go beyond rigid reports and tap into true, flexible data exploration. Summarize key values, spot patterns, and make data-driven decisions faster - without writing a single line of code. Analyze your records with precision, right where your users work.

Explore more. Discover faster.

Data management and visualization

Your Salesforce pivot table, reimagined.

Unlock interactive, no-code pivot capabilities that feel familiar and work instantly.

  • Inline editing: Update values directly within the grid - no need to switch views or open modals.
  • Record management built-in: Create, clone, and manage records from the same interface.
  • Flexible filters: Filter by any field or apply saved filters to focus only on what matters.
  • Import/export made easy: Move data in and out of your pivot view with just a few clicks.
Aggregations and custom configurations

Aggregations with clarity. Configurations with control.

Dig into totals, averages, counts, and more - without predefined constraints.

  • Multi-level aggregations: View metrics like max, min, average, and sum across categories.
  • X & Y axis configuration: Customize the X axis, Y axis and value columns to organize your data just the way you need.
  • Conditional formatting: Highlight trends and outliers with rule-based cell coloring.
  • Config Wizard: Easily control sort order, aggregation logic, and visual behavior without code.

See the Pivot Grid
in action!

AppExchange
5 Star Rating

See how teams decide faster and act sooner with GridMate’s Pivot Grid.

Make the leap from standard to standout.

See how GridMate’s Pivot Grid builds on the foundations of Salesforce’s pivot capabilities - delivering deeper interactivity, smarter workflows, and more control.

X & Y axis configuration
Filter, sort, and group data
Summarize and analyze trends
Create custom reports (no SQL)
Inline editing
Create / clone records
Import / export
Conditional cell coloring
Configurable sort, order, aggregation
Limited
✓ (via Config Wizard)

Frequently Asked Questions

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.

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

How long does it take to get set up?

You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.

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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questions?

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