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 store or process data outside of my Salesforce Org?
No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.
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.
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.
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.
Should we grant a GridMate license to every user?
No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.
We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:
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