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 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
}

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.

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

Does GridMate run on tablets?

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

Does GridMate support dependent picklists?

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

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