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
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.
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.
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.
Who can partner with GridMate?
We team up with leading Salesforce implementers and consultants to supercharge the delivery of clean, intuitive user experiences.
And we join forces with fellow ISVs to create smarter, sharper, more powerful Salesforce solutions. So your customers don’t just get more tools - they get more done.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Got any more
questions?
