Related List Accordion
Collapse the clutter. Expand the clarity.
Display related records in a collapsible accordion format that’s ideal for small lists. Related List Accordion keeps pages tidy while giving users quick, structured access to the information they need.
Bring clarity to crowded pages with collapsible sections, configurable logic, and lightweight design.
- Accordion layout: Display related records in expandable sections for compact, structured navigation.
- Dropdown action menus: Include custom actions per section via a neatly organized dropdown.
- Action visibility control: Decide how many actions appear by default, with extras available on-demand.
- Icon or button display: Choose the interaction style that fits your UX - icons for minimalism or buttons for clarity.
- Grid settings: Limit rows and columns to ensure optimal display density.
- Filter and sort logic: Configure filters and field-based sorting through a simple low-code setup.
- Inline component support: Insert inline elements directly into each accordion section for richer functionality.
- Design flexibility: Show or hide section borders based on visual and layout requirements.
See the Related List Accordion
in action!
Frequently Asked Questions
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.
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
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.
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
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:
Got any more
questions?
