Step 1:
Install the GridBuddy app from the SFDC Appexchange
In the Salesforce Appexchange, click the ‘Get it now’ button to install the GridBuddy app into the Salesforce org of your choice.
You will need to complete steps 2 and 3 before the installation is complete. During the install process, you will see a message to approve third-party data access. GridBuddy has a Heroku-hosted service to ping the Salesforce Meta Data API in order to render dependent picklists and lookup filter definitions on the grid. Note that GridBuddy does NOT transmit or store any production data outside of your org to this or any other service. Select ‘yes’ and click ‘continue’.
Step 2: Approve access
Select the appropriate profile access for your org. For all options, you will need to assign a GridBuddy
license to your named Users in the installed package for them to access the GridBuddy application.
- ‘Install for All Users’ will grant GridBuddy permissions to all profiles and will not require the
- additional access configuration listed in steps 6-8
- 'Install for Specific Profiles’ will allow you to select individual profile combinations and for those
- profiles will not require the additional access configuration listed in steps 6-8.
- ‘Installs for Admins Only’ will only grant access to the System Administrator profile. Extending access to other User profiles and permission sets will need to be done manually in steps 6-8.
- Click ‘Install’.
Step 3: Grant User/Profile access to GridBuddy.
You might see a message that says that “This app is taking a long time to install.” This is normal.
- Click ‘done’ and go to Setup.
- Check your installed packages; you’ll see GridBuddy here shortly. Installed Packages is also where you can check your GridBuddy version, and assign GridBuddy licenses to your users. 10 licenses are included in the free trial.
In Setup > Installed Packages, click the ‘manage licenses’ link to open the GridBuddy Package Manager. Click the ‘add users’ button to see a list of available users. Check the box beside each user to assign them a GridBuddy license.
Note: GB licenses are 1:1, one license for one user, unless you purchase a site license which can mean
unlimited users. A site license also means you can skip this step. If you are installing GridBuddy in a Salesforce Sandbox – the ‘manage licenses’ link will not appear, and access to GridBuddy will be controlled only based on the profile permissions.
Step 4: Assign licenses to users
You don’t have to configure anything else, because ReadyGrids (pre-packaged grids) are available for
immediate use. Go to the app launcher and type in ‘grid’. Select ‘Grids’ to load the Grid tab or click into the GridBuddy
application and access your preconfigured ReadyGrids.
Step 5: You and your assigned users are ready to use GridBuddy
Users with Grid Administrator permissions can access the “Grid Wizard” tab or click into the grid editing options under the “More” button on the grid in order to make configuration changes to the ReadyGrids or create new grid configurations.
If you didn’t click ‘Install for All Users’ in Step 3
You will need to make the GridBuddy application visible to specific users, profiles, or permission sets,
if you didn’t click ‘install for all users’ when installing the package in step 3. Follow the steps provided in the GridBuddy Getting Started Guide: Profile and Permission Sets
