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
How do partner rewards work?
Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.
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.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.
However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.
GridMate User
This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.
GridMate Advanced User
This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.
GridMate Admin
This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.
GridMate Cockpit User
The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.
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 long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
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