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
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.
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
Can I prevent my users from creating, editing, or deleting filters?
Yes. By default, GridMate provides a permission set called GridMate User to easily grant access to package components, including object settings, Apex classes, and more.
With this permission set assigned, users can create, edit, and delete end-user filters - provided this option is enabled on the grid.
However, in certain scenarios, admins may want to restrict these actions. Rather than duplicating and manually adjusting the permission set, we recommend using the Muted Permission Set feature in Salesforce.
1. Create a Permission Set Group that includes the GridMate User permission set.
2. Add a Muted Permission Set to that group by creating a new Muted Permission Set.
3. In the Muted Permission Set, mute Create/Update/Delete access for the DataGrid Preferences object.
4. Finally, remove all direct assignments of the GridMate User permission set from users. Instead, assign them the new Permission Set Group.
This approach ensures your users retain access to essential GridMate components while preventing them from modifying filter settings.
Please refer to Salesforce documentation for Muted Permissions.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
Got any more
questions?
