GridBuddy Using Grids

The Reorder/Hide Columns link will appear in the More menu at the top of the Grid if this option was specified on the first page of the Grid Wizard. To reorder grid columns, click the link to open the widget and drag and drop the column names with...

Grids can be accessed from within the Salesforce Sales and Service Cloud Console. When in the Sales and Service Cloud Console, use the Grids tab for immediate access to grids, or click the “+” icon in the top bar and enter a Grid URL. Grid links a...

When accessing grids from an iPad, whether you’re using standard Salesforce in mobile Safari, or the Salesforce1 app, GridBuddy provides a mobile optimized experience. It has visual changes like larger font size that make GridBuddy more user frien...

Use these keyboard shortcuts to speed up your navigation on the grid. Shortcut Description Ctrl + R Click the Control (or Command if on Mac) and R keys to Refresh Ctrl + S Click the Control (or Command if on Mac) and S keys to Save Ctrl +...

Easily make configuration changes while working in a grid by clicking the “Edit Settings”, “Edit Fields”, or “Edit Admin Filters” links under the “More” button. These links will launch the Grid Wizard, and is available for users who have Grid Wiza...

Select the number of records displayed on each page from the “Objects per page” drop down at the bottom of the grid in the sticky footer. Navigate among pages by using the pagination links at the bottom of the page, or the page number input. Navig...

Grid columns can be resized by hovering over the border of a column header, clicking, and dragging. The column width will be persisted between refreshes. Resizable grid columns currently only work for the grid parent object columns, and only when ...

If the Grid contains child objects, child object records will be displayed under the parent object record. If child data does not exist for a particular parent record, the child object section will be displayed and the text, “No records found,” wi...

The Export link will appear in the More menu at the top of the Grid if “Enable export” was specified on the first page of the Grid Wizard and the grid displays at least 1 parent record. Click the Export link (or use the Ctrl + E keyboard shortcut)...

In “New / Edit” mode, users can create new records for objects on the grid if:  “Create” was checked on the first page of the Grid Wizard. The user’s profile permissions allow for the creation of new records for that object. “Create” was not unch...

To take advantage of this feature, My Domain has to be enabled. To use GridBuddy Tabbed Page component, include the component in the page builder and select the Page Name from the dropdown in the page edit view. To use GridBuddy Grid component, i...

Based on the Grid configuration, the Grid may open by default in read-only or edit mode. If it’s in read-only mode and the configuration allows for editing, an “Edit” or “New / Edit” button will appear. The user will be able to edit fields based o...

If “Delete” was specified on the first page of the Grid Wizard and the user’s profile has delete privileges for at least one of the objects on the Grid (i.e. “Modify All” privileges for the object), the user will see the Delete link appear in the ...

If “Delete all” was specified on the first page of the Grid Wizard, the Grid is a single object Grid (i.e., no child objects were defined for the Grid), and the user’s profile has delete privileges for the Grid parent object (i.e. “Modify All” pri...

When group by fields are selected on page 3 of the Grid Wizard, the grid will display with header rows indicating that the records below the header have the same value for the grouped field. See the Group by field section of the Grid Wizard for mo...

Select the “Mass create” option on page 1 of the Grid Wizard to enable mass creates for grids.  Hover over the “More” button on grids and click the “Mass Create” link to open up the Mass Create widget. This widget is very similar to the Mass Updat...

If you have a grid configured with cross-referenced objects, there’s a possibility that one or more child records will match multiple parent records. In this case, GridBuddy will show the relevant records under each parent record, duplicating the ...

Maximum Grid Limit Exceeded Message  If you see the message “The organization has exceeded its maximum grid limit. Please contact your system administrator.” the Grid administrator needs to go to page 1 of the Grid Wizard and delete grid definitio...

GridBuddy supports viewing and editing fields that have been encrypted using Salesforce’s Shield Platform Encryption. Note, when fields are encrypted with Shield Platform Encryption they can no longer be filtered, sorted, grouped, nor aggregated. ...

If the “Enable user-defined filtering” option is selected on page 1 of the Grid Wizard, the “Filter” button will appear on the grid. Click the “Filter” button to open the filter widget which will enable a user to specify alternative filter conditi...

Use the field actions widget to freeze columns, filter, mass update, and sort grid data. Open the field actions widget by clicking the gear icon in a field’s column header. When a grid first loads, the gear icons are opaque and inactive until the ...

Actions appear in two places on the grid: on the record level, and in the More menu. Record Actions Actions that apply to individual records (e.g. Convert Lead) are accessed by clicking the ellipsis icon (1) next to each record on the left side of...