Record Layout

Dynamic layouts. Seamless visibility.

Create elegant, flexible record views for any object - standard or custom. The Record Layout (LWC) component brings structure and style to related data, even for objects Salesforce’s UI API doesn’t fully support, like Events and Tasks.

Power up your layouts with precision.

Custom layout configuration

Customize every detail. Control every view.

Build record layouts that adapt to your needs. Define sections, control field visibility, and group related information in a way that’s clear and purposeful. No more rigid layouts - just intuitive, streamlined views.

Styling and theming options

Style it your way.

Apply custom styling to sections, fields, and headers. Whether you're enhancing internal UX or elevating external community pages, make every record layout feel like it was made just for your users.

Optional section headers

Slim it down. Keep it sharp.

Want a minimalist layout? Choose to hide section headers for a sleeker, more immersive display - perfect for embedded components or community-facing use cases.

Record-specific layout control

Built for the details that matter.

Whether you're showcasing a contact’s full engagement history, displaying all details for an Event, or building a clean view for Task records, Record Layout (LWC) gives you the control Salesforce UI API lacks.

See the Record Layout
in action!

Make the leap from standard to standout.

Unlock the flexibility Salesforce layouts can’t match - especially for unsupported objects.

Configure layout sections
Control field visibility per section
Support for Task & Event objects
Custom styling for fields and sections
Hide section headers
Use in community pages
Limited
Full control via metadata configuration

Frequently Asked Questions

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.

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.

Does GridMate run on tablets?

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

Who is GridMate for?

GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.

Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.

How frequently is GridMate updated?

GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.

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