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.

Accordion view for related records

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.
Accordion view for related records

See the Related List Accordion
in action!

Frequently Asked Questions

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
}

Does GridMate support Salesforce Classic?

Yes. GridMate has been successfully deployed on Salesforce Classic. See below:

Step-by-step guide available here.

Is GridMate a Salesforce-certified solution?

Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.

You can explore GridMate’s features and customer testimonials here.

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.

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.

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