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

Does GridMate run on tablets?

Yes, GridMate has been successfully deployed on iPad. See below:

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.

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.

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.

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:

Got any more
questions?

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