Set up GridBuddy Connect

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...

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...

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.

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...

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...

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 ...

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...

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...

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 ...

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 ...

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...

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...

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...

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...