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