GridBuddy Getting Started

Making the GridBuddy application visible to specific users, profiles, or permission sets The following steps will explain how to set up GridBuddy admins and GridBuddy end-users, and how to enable access to the GridBuddy Visualforce pages. If you d...

Step 1: Install the GridBuddy app from the SFDC Appexchange In the Salesforce Appexchange, click the ‘Get it now’ button to install the GridBuddy app into the Salesforce org of your choice.You will need to complete steps 2 and 3 before the install...

GridBuddy is a Force.com web application developed by AppBuddy that sits on top of the Salesforce platform. There are two major components to the application - the Grid Wizard and the Grid. The Grid Wizard enables GridBuddy admins to define and c...

The GridBuddy user guide details all the features and functions available in the tool. You can access the GridBuddy user guide here:  GridBuddy User Guide  

GridBuddy is a Force.com web application developed by AppBuddy that sits on top of the Salesforce platform. There are two major components to the application - the Grid Wizard and the Grid. The Grid Wizard enables GridBuddy admins to define and c...

If you are migrating brand new grids that do not exist in the destination environment, follow these steps. If you are migrating grids that do exist in the destination environment and have been updated for this launch, follow the instructions in t...

If you are migrating updates to existing grids, follow the below steps. If you are migrating only net-new grids, follow the steps provided in the GridBuddy Install and Migration Guide: Migrating NET NEW grids only (no UPSERT) article.   Migrate th...