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