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
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.
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.
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.
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.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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