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
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.
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.
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 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
}
Do I need technical experience with GridMate?
Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.
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questions?
