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
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.
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
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:
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.
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