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
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.
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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.
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.
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