Record KPI
Turn key metrics into instant insight.
Display key metrics as sleek, configurable visuals that make performance instantly visible. With Record KPI, you can spotlight critical number or percentage fields like revenue, probability, or amount - directly on your record pages for faster, more informed decisions.
Bring key metrics front and center.
Turn raw fields into meaningful insight with just a few clicks.
- Graphical value display: Surface key number or percentage fields in a bold, visual format.
- Supports currencies and percentages: Ideal for revenue, progress, probability, and more.
- Pair with Record Layout: Seamlessly integrates to enrich your record detail views.
- Color customization: Use color logic to make each KPI instantly scannable.
- Effortless configuration: Low-code setup for selecting fields and styling output.
See the Record KPI
in action!
Frequently Asked Questions
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.
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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
}
How do I contact GridMate support?
You can reach out to us via email at support@gridmate.io.
For any technical assistance, please grant access to your Salesforce organization and share the following:
- The Salesforce Organization ID (Org ID)
- The page link(s) related to the issue
- The steps to reproduce the issue
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.
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