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.
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.
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.
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
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.
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