Filter on Connection ID from within GridBuddy Connect for Salesforce

If you have built grids in multiple connections, for example in a Sandbox environment and in a Production environment, you can now filter your GridBuddy Connect Grids dropdown menu to only see grids from one desired connection, i.e. Production.

Instructions: 

1. Install the latest version of GridBuddy Connect.

• • Select the Salesforce environment you want to install the app into (sandbox or production) and click Download Into Salesforce.
  • This will take you to the Install Package page. Make sure you select Install for All Users – this will not overwrite any users’ access, it will simply update for all users in GridBuddy Connect.

2. Go to Setup and click on the Object Manager.
3. In the Object Manager quick find box, search for GridBuddyConnectSettings, and click on the GridBuddyConnectSettings label.

4. Go to Page Layouts and click to edit.
5. Drag the Connection ID onto the page layout and drop it.
6. Click Save.

7. Go to the GridBuddy Connect App and click the GridBuddy Connect Wizard.
8. If you are working in a Production org and only want to see Production grids, copy the Connection ID for the Production connection.
   1. Go to GridBuddyConnect Wizard > Organization > Connections.
   2. Click the Production connection.
   3. Copy the Connection ID at the bottom of the connection page.

9. Go back to the GridBuddyConnectSettings tab.
   1. Select the Default settings record and click Edit.
   2. Paste the Connection ID that you just copied into the Connector Id field.

10. Click Save
11. Go to the GridBuddy Connect Grids tab and click the dropdown menu. You should only see grids from the org you specified.