Steps to enable ReadyGrids into an existing org:
- Download this file
- Using DemandTools, dataloader.io, or SFDC import functionality, insert the CSV file into the GridBuddy_Settings__c custom object
- 18 new ReadyGrids will be inserted and available in the Grids dropdown
- All ReadyGrids will begin with “Validity” in the title
**ReadyGrids will automatically be included in any sandbox or orgs that install GridBuddy after July 1, 2019.
What are ReadyGrids?
ReadyGrids are pre-configured grids built specifically to solve common CRM and Salesforce pain points for support, customer success, sales, marketing operations teams, and more. These pre-built grids instantly sync with your data, improving the efficiency of end-users right away. Read more in our ReadyGrid blog post .