Related List Cards
Cards that bring clarity to every related record.
Turn related records into dynamic, visually engaging cards that feel intuitive and modern. Related List Cards is perfect for small datasets, offering a polished, responsive layout that’s easy to scan and easy to act on.
Turn your related records into modern, user-friendly cards - built for clarity, speed, and customization.
- Tabbed layout: Display any related list as a clean tab set for simplified viewing and navigation.
- Toolbar actions: Equip each tab with a contextual toolbar that supports custom and core actions.
- Custom action limits: Choose how many actions appear directly on the tab - others remain accessible via dropdown.
- Visual action formatting: Display actions as either icons or buttons, depending on your UI preferences.
- Grid control: Set row and column limits for a well-balanced, readable display.
- Sort and filter: Apply low-code filters and define sort logic (ascending/descending) to surface what matters most.
- Inline enhancements: Add inline components within each tab using low-code configuration.
- Border toggling: Enable or disable borders to align with your page design and user experience.
See the Related List Cards
in action!
Frequently Asked Questions
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.
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available here.
Is there a cost to partner with GridMate?
No. Our partner program is free. All you need is interest, alignment, and a shared ambition to deliver better Salesforce experiences.
Got any more
questions?
