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.
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 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!
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.
Frequently Asked Questions
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.
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 support archived data filtering?
Yes. GridMate supports archived data via admin-defined filters. Use the following JSON string to enable archived row visibility:
{
"gmpkg__allRows": true
}
Is GridMate a Salesforce-certified solution?
Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.
You can explore GridMate’s features and customer testimonials here.
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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