GridBuddy supports all custom objects and external objects in addition to the following standard objects:
- Account
- Account Contact Role
- Account Feed
- Account Partner – read-only, not creatable, not deletable
- Account Team Member
- Approval – read-only, not creatable, not deletable
- Approval History – read-only, not creatable, not deletable
- Address
- Asset
- Asset Relationship
- Assigned Resource
- Associated Location
- Campaign
- Campaign Member
- Case
- Case Comment – not deletable
- Case Contact Role
- Case Feed
- Case Milestone – not creatable, not deletable New!
- Case Team New!
- Community – not deletable
- Contact
- Contact Feed
- Content
- Content Version – not creatable, not deletable
- Contract
- Contract Contact Role
- Entitlements
- Event
- Event Relation (formerly Event Attendee) – not creatable
- Idea
- Lead
- Lead Feed
- Lead History- read-only, not creatable, not deletable
- Location
- Maintenance Asset
- Maintenance Plan
- Operating Hours
- Opportunity
- Opportunity Contact Role
- Opportunity Field History – read-only, not creatable, not deletable
- Opportunity Feed
- Opportunity Product
- Opportunity Line Item Schedule
When creating new or editing existing Opportunity Line Item Schedule records, please make sure all Opportunity Line Item Schedule records related to a single Opportunity Product have consistently entered Quantity and Revenue values, otherwise Salesforce will display an error, and the data won’t be saved. For example, if one Opportunity Line Item Schedule record only has a value for Quantity, the other Opportunity Line Item Schedule records under the parent Opportunity Product must also only have a value entered for Quantity. If both Quantity and Revenue are entered, the same must be entered for all new or edited Opportunity Line Item Schedule records under the parent Opportunity Product.
- Opportunity Partner – read-only, not creatable, not deletable
- Opportunity Split
- Opportunity Split does not show the Split Type field in the Grid Wizard because it comes from a different object, called Opportunity Split Type. To workaround this, create a custom text formula field on Opportunity Split called “Split Type” that’s set to SplitType.MasterLabel. This custom field will appear in the Grid Wizard and can then be added to the grid.
- When editing the Percent () field, the decimals must be specified.
- Opportunity Team Member
- Orders – If you have not previously enabled Orders you will have to enable them in Setup.
- Order Product
- Partner – read-only, not creatable
- Price Book
- Product
- Product Consumed
- Product Item
- Product Item Transaction
- Product Request
- Product Request Line Item
- Product Required
- Product Transfer
- Profile – read-only, not creatable, not deletable
- Quote
- Quote Line Item
- Report – not deletable.
- Resource Absence
- Resource Capacity
- Resource Preference
- Return Order
- Return Order Line Item
- Service Appointment
- Service Crew
- Service Crew Member
- Service Resource
- Service Resource Skill
- Service Territory
- Service Territory Location
- Service Territory Member
- Shipment
- Skill
- Skill Requirement
- Solution
- Task
- Topic New!
- User – not creatable, not deletable. The following fields are read-only on the User object:
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- Account ID
- Contact ID
- Full Name
- Last Login
- Last Password Change or Reset
- Last Referenced Date
- Last Viewed Date
- Offline Edition Trial Expiration Date
- Profile ID
- Role ID
- Sales Anywhere Trial Expiration Date
- Url for full-sized Photo
- Url for Thumbnail sized Photo
- User Type
- Work Order
- Work Order Line Item
- Work Type
External Objects Support
GridBuddy supports external objects. External objects will appear in the same sections as standard and custom objects on page 2 of the Grid Wizard. External objects can be configured as parent and child objects of grids, and can be configured using GridBuddy’s object cross-referencing feature. GridBuddy supports editing external objects. Unlimited Only.
Note: To use GridBuddy with External Objects, the external data service must allow filtering by the external id.
Limited Custom Setting Support
GridBuddy now has limited support for public custom settings. Although both list and hierarchical custom settings will display as parent object options on page 1 of the Grid Wizard, only list custom settings are officially supported. Follow the Grid Wizard steps to create a grid for a public list custom setting, except do not include the “Location” field in page 2 of the wizard. This is a field that Salesforce creates a default value for, and it should not be altered.
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