GridBuddy Connect Documentation
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GridBuddy Connect - Create a Tabbed Workspace
A tabbed workspace allows you to access multiple GridBuddy Connect grids from a single Salesforce Lightning tab. Each Salesforce tab can then be enabled for individual profiles or permission sets, effectively controlling which grids your different...
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GridBuddy Connect - Embedding GridBuddy Connect Grids or tabbed pages
Embed a grid or tabbed page of grids using the GridBuddy Connect Lightning Component. Create the GridBuddy Connect grid and/or tabbed page first, in the GridBuddy Connect Wizard Navigate to the Salesforce record onto which you want to embed the ...
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How to use Grid Search in GridBuddy Connect
You can search a grid by the current page of results (Page Search) or the entire results set (Results Set Search). As you begin typing in the search box at the top right of your grid, GridBuddy Cloud will automatically filter the records on the cu...
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What to do when changing object API names in Salesforce
If you need to change or update the API name for an object in Salesforce, any GridBuddy Connect grids that reference this object will be affected and will need to be rebuilt. Steps to update an object API name in Salesforce: Note the old and new...
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How to update the fields that appear in a GridBuddy Connect lookup
This article explains how to modify the fields that appear within Lookup dialogue boxes in GridBuddy Connect. These are the fields which appear when you click the magnifying glass within the lookup field. They are pulled from the 'Lookup Dialogs' ...
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When to refresh GridBuddy Connect Metadata
GridBuddy Connect automatically triggers a metadata refresh whenever fields or objects are updated on a grid (in Step 2 of the wizard). However, only Salesforce System Admins may successfully refresh GBC metadata, so it is recommended to refresh m...
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How to use the Forecast View filter in GridBuddy Connect
The Forecast View filter will display the grid data as transposed, with date or picklist values from records as column headers, and the fields you edit stacked vertically. This makes it easier to compare and work with time-series data or data cate...
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GridBuddy Connect - Support (FAQ)
Who do I contact if I have a GridBuddy Connect problem? Simply email us at support@validity.com. Where can I submit product feedback about GridBuddy Connect? We’d be happy to hear your feedback. You can get in touch with us at https://www.validi...
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GridBuddy Connect - How to link Salesforce or Microsoft Dynamics and Zendesk objects in the same grid
If you use Salesforce or Microsoft Dynamics as your CRM and Zendesk for support tickets, you can use cross-object linking to see the account and comments related to a specific ticket, or to see all the tickets filed by an account or a contact. Ins...
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GridBuddy Connect - Increase the grid’s max record limit to 100,000
A grid can now load a max record limit of 100,000 records per object. Notes: The 100,000 max record limit is available on all objects in a grid, both the parent object and all related objects. If no value is put into the “Set max record limit” ...
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GridBuddy Connect for Dynamics - Embedding GridBuddy Connect grids
Embed a grid into a Microsoft Dynamics 365 form. Create the GridBuddy Connect grid first in the GridBuddy Connect Wizard. Launch your Dynamics environment. At the top right of the window, open the Settings dropdown menu from the gear icon. Then s...
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GridBuddy Connect - How to use Grid Search
You can search a grid by the current page of results (Page Search) or the entire results set (Results Set Search). As you begin typing in the search box at the top right of your grid, GridBuddy Connect will automatically filter the records on the ...
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GridBuddy Connect - Creating Tabbed Pages with GridBuddy Connect for Dynamics
Tabbed pages of grids are a great way to make the most of your GridBuddy Connect subscription. If you create a tabbed page for each team – one for sales reps, one for support, and so on – they can access all the Dynamics data they need without eve...
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GridBuddy Connect - Using GridBuddy Connect Grid Tabs
In the “GridBuddy Connect” app, search for “Grid” and select the “GridBuddy Connect Grids” Tab. You will see the ReadyGrids and any other grids you’ve created in your GBC org. You can select grids from the dropdown menu and manipulate the data.
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GridBuddy Connect - How to filter grids using the Zendesk connection
Filter instructions: Use Manage Grids to open or create the Zendesk grid you want to manipulate, then open the Define Filters page. Select Create New Filter and add a filter name. Set the Filter by Field option for your parent object (Ticket) or...
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GridBuddy Connect - Build a grid that pulls data from multiple Salesforce orgs (i.e. Connections)
If you need a single grid to pull data from three production orgs, GridBuddy Connect (GBC) can do it. Set up all the necessary Connections in your GBC org In GridBuddy Connect, click “Manage Grids” Manage Grids Step 1: Click “New” to create a ne...
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GridBuddy Connect - Admin Filters with GridBuddy Connect for Dynamics
Admin Filters with GridBuddy Connect In Step 3 of the Grid Wizard, you can set up filters which will be attached to the grid and available to all users who access this grid. We recommend creating a filter for any view you know your end-users wil...
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GridBuddy Connect - Data Cards with GridBuddy Connect for Dynamics
If you want to include more than ~15 fields in your grid, we recommend enabling the Datacard feature. This allows you to limit the number of columns that appear across the grid and show the remaining fields in a responsive expandable field below e...
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GridBuddy Connect - Create an Action to “Add Attachments” to a grid
Actions can be added to your grids to incorporate additional Salesforce functions, such as ‘Convert’ or ‘Send email’. All GridBuddy Connect Actions must point to a URL. In this example, we will add a button to add attachments to an account Create...
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GridBuddy Connect - Using the GridBuddy Connect Wizard: Grids, Extensions, Actions, Tabbed Pages
In the “GridBuddy Connect Wizard” tab, you can create grids, extensions, actions or tabbed pages. Click ‘manage grids’ to create a new grid or edit/clone existing grids Select an existing grid to clone it or modify it Click “new” to create a ne...
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GridBuddy Connect - Group Related Objects (in addition to parent objects)
On your grid, you can now put your related objects into groups (in addition to your parent objects). Supported fields to group by are: Boolean Date Email ID Phone Picklist Reference String Text area URL The object’s ID field is not groupable, ...
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GridBuddy Connect - Using Conditional Formatting with GridBuddy Connect for Dynamics
In Step 2 of the Grid Wizard, you can set up Conditional Formatting rules. These will highlight different fields in your grid based on conditions that you define here. Click “new rule” and give your rule a name Set the field condition. If the fie...
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Moving GridBuddy Connect grids between Salesforce environments
GridBuddy Connect customers should set up a single GridBuddy Connect account. Inside of it, they should add a “Sandbox” connection, a “Production” connection, and a connection for any other orgs they need to build or test grids in. Basically, a co...
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GridBuddy Connect - Admin Filters and Cross Object Filters
In step 3 of the GridBuddy Connect Wizard for this grid, you can set up Admin filters. Admin filters are available to all users of the grid, and you can create filters on the parent object, as well as on the child objects in the grid. Cross Object...
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GridBuddy Connect - Using Field Properties with GridBuddy Connect
You can add limitations or filters to each field in the grid, which will sit on top of existing Salesforce permissions that already apply to each user. In Step 2 of the Grid Wizard, click the three horizontal dots to the right of any field you’v...
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Mass update records in GridBuddy Connect Forecast View
Mass update is now available in the Forecast View filter. You can select individual records, an entire row, or an entire group (such as all records in Stage="Qualification"). Instructions: Go to the GridBuddy Connect Wizard tab and select Manage...
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Filter on Connection ID from within GridBuddy Connect for Salesforce
If you have built grids in multiple connections, for example in a Sandbox environment and in a Production environment, you can now filter your GridBuddy Connect Grids dropdown menu to only see grids from one desired connection, i.e. Production. In...
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Using Quick Filters in GridBuddy Connect
Give your users easy access to the columns they want to filter by using Quick Filters. Instructions: Navigate to the grid you want to modify, and go to Step 2 of the grid wizard (Edit Fields) Click the three dots to the right of the fields your ...
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How to import related lists in GridBuddy Connect for Salesforce
You can use the Import Related Lists feature to generate a series of grids and tabbed pages using any Salesforce object page layout. Instructions: In Manage Grids, select Import Related Lists on the left navigation bar. Select your Salesforce da...
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Filtering on multiple values in GridBuddy Connect
When defining filters for your grids, you can filter on multiple values for a single operator. For example, to narrow your grid to accounts in Washington and Oregon, you can define a single filter that includes both states. In Manage Grids, open ...