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
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
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
}
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:
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.
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.
Got any more
questions?
