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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
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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What security and compliance standards does GridMate meet?
GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.
All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.
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.
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
}
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.
Got any more
questions?
