User Grid
The grid that bends to your rules, your logic, your way.
Meet the ultimate command center for your Salesforce data - flexible enough to serve every team, and powerful enough to handle any use case. Whether you're updating records inline, triggering flows, importing tens of thousands of rows, or building your own dynamic workspace, this versatile Salesforce grid solution puts you in total control. No code, no limits - just pure efficiency.
One grid. Infinite control.
Build your workspace your way - with clicks, not code.
Customize every aspect of your grid in seconds:
- Adjust page size or toggle pagination on/off
- Rename columns with custom labels
- Add conditional color rules for intuitive visual cues
- Enable wildcard search across one or many fields
- Inject related data inline (e.g. Opportunity Products inside Opportunity Grid)
- Trigger flows and bulk actions with a single click - mass email, mass approve, mass share, and more.
Design the view. Define the logic.
Shape how your data looks and behaves:
- Choose and reorder fields on the fly
- Sort by one or multiple columns
- Group records by any field - with expand/collapse logic
- Add custom formula fields to surface key insights
Turn visibility into velocity.
Get a true 360° view of your data. Drill into related records - like tasks, products, or notes - without ever leaving the grid. Update line items, manage dependencies, and navigate seamlessly between parent and child records.
Edit like lightning. Work like Excel.
Bring the speed and agility of a spreadsheet to Salesforce:
- Edit cell by cell
- Edit multiple fields and record types at once
- Add multiple new rows and records on the fly
- Copy-paste records from external files
- Drag to fill values
One action. Endless updates.
Update in bulk with precision. Just select the records, open the update window, choose the fields you want to change, and hit save. All changes are applied in one go, with built-in validation and real-time feedback.
Slice smarter. Drill deeper. See clearer.
Slice and dice data exactly how you need:
- Admin Filters: Control visibility by user or profile
- Interactive Filters: Filter on any column, Excel-style
- End-User Filters: Use advanced AND/OR logic to drill deep
- Quick Link Filters: Save and pin custom filters for easy access, and share them across your team
Massive data. Minimal effort.
Take the pain out of data imports and exports:
- Export records to CSV, Excel, or fully formatted sheets
- Import an unlimited number of records in one go via bulk API
- Insert, update, or upsert with zero duplicate risk
- Continue working while the import runs in the background
- Review detailed error logs and progress updates in real time
See the User Grid
in action!
See how teams get more done with the GridMate User Grid.
Make the leap from standard to standout.
Experience the freedom to do more with your data - faster, smarter, and without limits.
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.
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.
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}".
Who is GridMate for?
GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.
Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
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questions?
