Record Cards
Record Cards

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.

Single-record card with display and action controls

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 support Salesforce Classic?

Yes. GridMate has been successfully deployed on Salesforce Classic. See below:

Step-by-step guide available here.

Is there a cost to partner with GridMate?

No. Our partner program is free. All you need is interest, alignment, and a shared ambition to deliver better Salesforce experiences.

Does GridMate support dependent picklists?

Yes. GridMate supports dependent picklists, including dependent record type picklists.

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.

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.

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