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
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.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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How is GridMate priced?
GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.
- $11 per user/month when billed annually
- $14 per user/month when billed monthly
This pricing covers everything - no add-ons, feature gating, or hidden tiers.
Discounted Tier
We offer a 50% discount (for up to 10 licenses) to:
- Eligible Non-Profit Organizations
- Certified Salesforce Consulting Partners
Large volume
We offer tailored pricing for:
- Organizations with a large number of users
- Experience Cloud login-based license models
- Multi-org Salesforce environments
Contact us to explore volume discounts or discounted tier eligibility.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
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.
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questions?
