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 inline editing for multiple record types?

Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.

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:

Is GridMate a managed package?

Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.

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.

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
}

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