GridBuddy FAQs

QUESTION:  How do updates with GridBuddy work?ANSWER:   GridBuddy releases will be available in the Salesforce Appexchange and you can install at your convenience. New features will be immediately available as soon as you have completed the instal...

QUESTION: Can we export grids?ANSWER: The ability to Export can be enabled in Step 1 of the Grid Wizard on a grid-by-grid basis. You can export to .csv or .xls

QUESTION:  How many records can be updated at one time?ANSWER: You can mass update all records in the grid!

QUESTION:  How do I set up tabbed pages/workspaces in GridBuddy?ANSWER: Our User Guide provides detailed instructions on creating tabbed pages. Navigate to the User Guide and search for "tabbed pages". 

QUESTION:  Can we add/remove buttons?ANSWER:  Yes, you can hide or show buttons using a simple CSS extension. More information can be found in the Extension Guide.  

QUESTION:  Are grids available in both Classic and Lightning versions?ANSWER:  GridBuddy is fully Lightning ready. The look and feel is consistent for both versions.

QUESTION:  Can we use conditional formatting on multiple conditions? ANSWER:  This feature is currently not available, but is scheduled for a future release. 

QUESTION:  Can grids be exported in hierarchical view?ANSWER:  Currently, each object in a grid is exported to a separate tab or sheet. This is currently in our feature request queue for a future release.     

QUESTION:  Does GridBuddy display fields based on record type?ANSWER:  No, by default fields are not displayed based on record type. You can use an extension to have your data cards display specific fields based on the record type. 

QUESTION:  Can we arrange the grids in the Grids Menu in an order other than alphabetical? ANSWER:  You can favorite a grid and have it appear above the full list of grids. Additionally, you can add a simple Extension to change how the grids are s...