Enabling Clickjack Protection
If you want to enable Clickjack protection for your Salesforce org, you will need to allowlist various URLs to make sure your grids remain visible. To enable Clickjack and allowlist domains: Go to Setup > Session Settings. You will see the four ...
What are FPF / FPV filter parameters and how do they work?
FPF stands for filter parent field. FPV stands for filter parent value. These parameters dynamically filter an embedded grid to only show data related to the record it's embedded onto. For example, if you embedded an Opportunity grid onto the Acco...
GridBuddy - How can I customize my grid?
QUESTION: How can I customize my grid? (e.g. setting default values in new records, hiding fields, etc .) ANSWER: Out of the box, you can allow your end-users to hide columns by enabling that feature in the Grid Wizard step 1. Utilizing the E...
GridBuddy - How many records can be updated at one time?
QUESTION: How many records can be updated at one time? ANSWER: You can mass update all records in the grid!
GridBuddy - How do I embed a grid using URL parameters?
QUESTION: How do I embed a grid using URL parameters? ANSWER: Our User Guide provides details about the URL filter parameters.
GridBuddy - Do grids follow Profile/Role based permissions?
QUESTION: Do grids follow Profile/Role based permissions? ANSWER: Yes, grids will follow a User's Profile/Role based permissions. You can configure permissions using profiles or permission sets. Please see the Migration Guide for detailed instr...
GridBuddy - Can we add/remove buttons?
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.
GridBuddy - How do I set up User Permissions to access GridBuddy?
QUESTION: How do I setup User Permissions to access GridBuddy? ANSWER: Please follow the steps outlined in this guide: GridBuddy Getting Started Guide: Profile and Permission Sets
GridBuddy - Are grids available in both Classic and Lightning versions?
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.
GridBuddy - Can we use conditional formatting on multiple conditions?
QUESTION: Can we use conditional formatting on multiple conditions? ANSWER: This feature is currently not available, but is scheduled for a future release.
GridBuddy - Can grids be exported in hierarchical view?
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.
GridBuddy - Can we arrange the grids in an order other than alphabetical in the Grids Menu?
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 ...
Does GridBuddy display fields based on record type?
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. ...