Set up GridBuddy Connect
-
GridBuddy to GridBuddy Connect Migration Guide
This guide provides instructions for migrating GridBuddy-related content into GridBuddy Connect. Step 1: Confirm your migration plan with your Validity Account Executive You will have access to both GridBuddy AND GridBuddy Connect while you com...
-
GridBuddy Connect for Salesforce - Start Up Guide
This guide will walk you through the GridBuddy Connect registration process, installing the Salesforce app, setting up seamless authentication within your Salesforce org, and accessing your grids. If you have any questions, contact your Customer S...
-
GridBuddy Connect - Installing a GridBuddy Connect Trial
Step 1: Create your GridBuddy Connect Account For the User that will be Administering the GridBuddy Connect account: Sign Up for a new account You will receive an email to Activate your Account, which will prompt you to set a password and log...
-
GridBuddy Connect - Installation (FAQ)
How long does it take for GridBuddy Connect to install? End-to-end configuration of GridBuddy Connect and the GridBuddy Salesforce app can take ten minutes or less. This time varies depending on Salesforce’s servers and the complexity of custom c...
-
How to set up Zendesk as a Connection in GridBuddy Connect
This article details how to connect Zendesk as a GridBuddy Coonnect connection and how to edit Zendesk tickets and add comments using grids.PrerequisitesFor GridBuddy Connect to properly access the Zendesk connection, password access needs to be e...
-
GridBuddy Connect - How to find your GridBuddy Connect Org ID (needed to activate your purchased licenses)
Go to GridBuddyConnect.com and click “Organization.” It will take you to “Profile” by default, and you’ll see your Organization ID right in the center.
-
Embed GridBuddy Connect into Salesforce Classic
If you want to embed GridBuddy Connect onto record detail pages in Salesforce Classic, follow the steps below. Ensure you have the GridBuddy managed package downloaded. Embed a single grid onto a Salesforce Classic record:You must create a Visua...
-
How to uninstall GridBuddy from your Salesforce organization after migrating to GridBuddy Connect
After you have fully migrated to GridBuddy Connect, you might want to uninstall GridBuddy from your Salesforce org. This is how to do it: Before you can uninstall the GridBuddy managed package, you need to delete all associated APEX and Visualforc...
-
How to set up Zendesk as a Connection in GridBuddy Connect
This article details how to connect Zendesk as a GridBuddy Coonnect connection and how to edit Zendesk tickets and add comments using grids.Prerequisites For GridBuddy Connect to properly access the Zendesk connection, password access needs to be ...
-
GridBuddy Connect for Dynamics - Start Up Guide
STEP 1 - Create your GridBuddy Connect Account For the user that will be administering the GridBuddy Connect account, you will receive an email to Activate your Account, which will prompt you to set a password and log into GridBuddy Connect. STE...
-
GridBuddy Connect - Using Field Properties
In step 2 of your GridBuddy Connect Wizard for this grid, click the three dots to the right of each field to modify field properties. Field properties include making a field required in the grid, read-only, add a quick filter, fix the column width...
-
GridBuddy Connect - Getting Started (FAQ)
Do I need to have a Salesforce account to use GridBuddy Connect?Yes. Refer to the Installing a Trial article for how to download the Salesforce App. Soon, you will be able to use GridBuddy Connect with other datasources. What Salesforce editions ...
-
GridBuddy Connect for Dynamics - How to discover your MS Dynamics Tenant ID, Client ID, and Client Secret (for Dynamics Admins)
The Tenant ID, Client ID, and Client Secret are required when setting up a Dynamics Connector in GridBuddy Connect. This guide walks through how to discover them in the Azure Active Directory. Go to https://admin.microsoft.com In the left nav of ...
-
GridBuddy Connect for Dynamics - Create a GridBuddy Connect + Dynamics grid from start to finish
Make sure you have already set up a functional Dynamics datasource before you try to build any grids. To build a grid from start to finish, first go to Gridbuddyconnect.com and login to your account. Click “Manage Grids” Click “New” to create a n...
-
GridBuddy Connect - How to find your Org ID (needed to activate your purchased licenses)
After you’ve purchased your GridBuddy Connect licenses, you’ll need to provide Validity with your GridBuddy Connect Org ID. This allows us to provision your licenses to the correct account.Here's how you find your GridBuddy Connect Org ID: Create...
-
GridBuddy Connect - Datasource Authentication Type ”OAuth” (alternative to a Salesforce security token and credentials)
You can now authenticate a GridBuddy Connect Datasource using a Salesforce username/password, or OAuth. OAuth authenticates through the Salesforce login screen. If you want to authenticate with OAuth, follow these steps: Go to GridBuddyconnec...
-
GridBuddy Connect - How to create a 3 level grid using an Action
Use case: Turn a 2 level hierarchical grid into a nested 3 level grid. Create a Parent and a Child grid. For example, if you want to see Accounts, with Opportunities, with Opportunity Products, build the following: Parent grid: Account wit...