Related List Tabs
Tabbed navigation for smarter record views.
Transform your related lists into a sleek tabbed interface. Whether it's payment methods or custom objects, Related List Tabs brings structure and clarity to small datasets - making them easier to explore, filter, and act on without cluttering the page.
A smarter way to navigate small datasets - organized, actionable, and fully configurable.
- 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 Tabs
in action!
Frequently Asked Questions
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available here.
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
How frequently is GridMate updated?
GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.
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.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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