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 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 inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
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.
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 there a partner agreement?
Yes, it’s a straightforward agreement that outlines the roles, expectations, and rewards of our affiliate partnership. It helps keep everything clear and aligned, while protecting everyone’s interests.
Got any more
questions?
