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Related List Grid
Every connection. One grid. Total control.
Display related records like never before - fully interactive, intelligently organized, and packed with advanced functionality. GridMate’s Related List Grid transforms standard related lists into dynamic, data-rich grids you can sort, filter, group, and act on - all without leaving your Lightning Record Page.
Reimagine related lists. Rediscover control.
A smarter way to see what’s connected.
Say goodbye to static related lists and hello to a smarter grid that brings context front and center. The Related List Grid pulls in records linked to any parent object and presents them in a fully configurable, spreadsheet-style view.
- Works with any standard or custom object
- Inherits GridMate’s smart grid foundation
- Displays unlimited rows with inline interactivity
Sort it. Filter it. Group it. Own it.
Empower users to engage with their data, not just look at it. Advanced sorting, filtering, and multi-level grouping make it easy to extract insights and organize information the way you work best.
- Sort by any field - ascending or descending
- Apply dynamic filters to narrow the view
- Group data by one or multiple levels for deeper analysis
Color cues. Clear insights.
Make related records easier to scan and prioritize with color-coded rows. Define rules to highlight records based on values, stages, or statuses - turning your related list into a visually intuitive dashboard.
- Conditional formatting rules for rows
- Supports multiple color logic layers
- Instantly readable at a glance
Maximum efficiency. Minimum effort.
Whether you need to edit, update, or delete records in bulk - or trigger powerful flows—the Related List Grid has you covered. Take action across multiple related records directly from the grid view.
- Mass edit, delete, and create records
- Trigger screen or auto-launched flows
- Custom action buttons for tailored workflows
Simple to set up. Powerful in action.
No custom development is required, as the grid is driven by your established Related Lists on the page layout, giving you complete control over which records and fields are displayed - all configurable through clicks, not code.
- Configure grids using a standard Salesforce Related List
- Apply field-level visibility and filters
- Deploy with minimal setup effort
See the Related List Grid
in action!
See how teams unlock greater visibility and efficiency with GridMate’s Related List Grid.
Make the leap from standard to standout.
Unlock the full potential of related lists with GridMate - gain more visibility, smarter workflows, and powerful data interaction on any Lightning Record Page.
Frequently Asked Questions
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
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.
Is GridMate a managed package?
Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.
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.
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available here.
Got any more
questions?
