Record App Switcher
Keep your focus. Change your view.
Working across multiple Lightning Apps shouldn’t mean starting over. The Record App Switcher keeps you anchored to your current record, so you can move between apps without losing context - or momentum. Add it to the Utility Bar and enjoy seamless, always-available navigation built for multitasking in Salesforce.
Seamless navigation. Continuous context.
Switch apps - without switching gears.
Hop between different Lightning Apps while preserving the current record view - no need to re-search or reopen.
Flow without friction.
Unlike native switching, which takes users away from their flow, GridMate’s Record App Switcher ensures that record continuity is always preserved.
Consistency you can count on.
Whether switching to Sales, Service, or a custom app, your record stays open and intact - streamlining how users multitask across Salesforce.
Always one click away.
Deploy it directly in the Utility Bar for easy, everywhere access. It's available when and where your users need it most - making context-preserving navigation a constant, not a luxury.
See the Record App Switcher
in action!
Make the leap from standard to standout.
Unlock smooth, uninterrupted navigation that keeps users focused, no matter how many apps they work across.
Frequently Asked Questions
What security and compliance standards does GridMate meet?
GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.
All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.
However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.
GridMate User
This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.
GridMate Advanced User
This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.
GridMate Admin
This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.
GridMate Cockpit User
The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.
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.
How do I contact GridMate support?
You can reach out to us via email at support@gridmate.io.
For any technical assistance, please grant access to your Salesforce organization and share the following:
- The Salesforce Organization ID (Org ID)
- The page link(s) related to the issue
- The steps to reproduce the issue
Is GridMate a Salesforce-certified solution?
Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.
You can explore GridMate’s features and customer testimonials here.
Got any more
questions?
