Agenda:
- What is GridBuddy?
- GridBuddy Views: ReadGrids, Tabs, Embedded Grids
- GridBuddy End-User Features
- Forecast View
- Object Cross Reference & Cross Filtering
- Creating a grid
What is GridBuddy?
GridBuddy is a Managed Salesforce Application that is designed to reduce the effort to log and update multiple records. It consolidates related records for multiple objects for easier access/viewing/usage
ReadyGrids
ReadyGrids are pre-configured grids that make use of all GridBuddy’s features. Each grid is organized within six persona folders. ReadyGrids sync instantly with Salesforce data, ready for immediate use.
How to access your ReadyGrids: Open your App Launcher and click “Grids”
GridBuddy as a Tabbed Workspace
- Full width workspace
- Multiple tabs = Multiple grids, each on a different object
- Everything I need in one Salesforce tab
GridBuddy Embedded onto a Record Detail Page
- Grid data is automatically associated to the record on which it’s embedded
- Grid replaces need for related items
- Multiple objects within each grid tab
- No navigation needed to update Account related (and unrelated) items
GridBuddy End User Features
- Create / Edit / Undo
- Filters: User-Defined / Admin-Defined
- Freeze columns
- Mass update / Mass create
- Data card
- Re-order / Hide columns
- Export
- Multi-object
Editable Forecast View
- Transposed, Kanban-style view for better insights and easier editing
- Records grouped by row and column (group by any time-based or picklist value) with aggregate sums
- Edit records inline across cells
- Configurable on any object, grid, or user
Object Cross Reference and Cross Object Filtering
- Include any combination of objects in Salesforce
- Easily filter parent objects by related or unrelated child objects
- Apply filters in Grid Wizard Step 3
- Common uses:
- Show me accounts that only have a specific product
- Show me oppties that only have open support cases
- Show me accounts that only have leads
Create a Grid
- Open the App Launcher and search "Grid"
- Select the Grid Wizard
- In the Grid Wizard Landing Page, click “Create a new grid”
Grid Wizard Step 1:
- Select what object you want the grid to be built on.
- Name your grid
- Turn on user-defined features (create, filtering, etc)
(More details in the Getting Started Guide )
Grid Wizard Step 2:
- Select fields to include in your grid
- Make fields editable or read-only via field properties
- Add related or unrelated child objects
- Map unrelated child objects
Grid Wizard Step 3:
- Create and edit admin filters
- Filter on parent object or child objects
- Create a “forecast view” (Kanban view) filter
- Sort your grid
- Set max record limit, if your grid is pulling in large #s of records
