Record Cards
Display any record - clearly, flexibly, and in context.
Bring related object data into focus - no matter the relationship level. Whether you're showing ultimate account info on a contact page or surfacing key fields from a related case, this component lets you present records as configurable cards that support both simplicity and complexity.
Timelines reimagined. Context restored.
Put the right record in the spotlight - with actions, context, and full control.
- Flexible data source: Surface any related object, whether it's a direct or deeply nested relationship.
- Custom field display: Choose between listing key fields for simple views or using layout configurations for richer presentations.
- Quick actions or custom: Use existing quick actions or build a tailored set with the configuration wizard.
- 3 display modes: Toggle between edit, view, or read-only modes to fit user intent.
- Custom actions menu: Define how many actions appear by default; excess actions are tucked into a dropdown.
- Icon or button actions: Present actions visually as icons for compactness or buttons for clarity.
- Border visibility: Show or hide card borders to match your page’s style and tone.
See the Object Timeline
in action!
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.
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
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.
Who can partner with GridMate?
We team up with leading Salesforce implementers and consultants to supercharge the delivery of clean, intuitive user experiences.
And we join forces with fellow ISVs to create smarter, sharper, more powerful Salesforce solutions. So your customers don’t just get more tools - they get more done.
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
}
Got any more
questions?
