GridBuddy Admin Based Training

Learn how and when to refresh the metadata in your GridBuddy grid.

Watch examples of how to customize how a GridBuddy field appears on the grid via field properties.

Learn how to add a tab for embedded grids onto a record detail page and filter the grid(s) to only show information related to the record detail page you are on. Adding a tab for embedded grids gives you access to related and unrelated objects wit...

Learn how to use GridBuddy Field Properties to customize how a field appears on a grid.

Learn how you can customize, create, edit, and delete settings for individual objects on the grid.

Learn how to create GridBuddy conditional formatting rules to format a field based on a condition.

Learn how to embed a grid onto a record detail page. Put single or multiple grids within your embedded grid and filter them to only show information related to the record detail page you are on, giving you access to related and unrelated objects w...

Learn about the GridBuddy metadata panel which shows any conditional formatting rules as well as filters which are configured for the grid.

Learn how to configure permissions within GridBuddy for your end users.

In this video, learn step by step introduction to installing GridBuddy from the AppExchange.Connect to your Salesforce data easily and powerfully with a single, actionable view. Easily build a single view of your Salesforce data that is actionable...

Learn how to create a stand-alone tabbed workspace and place multiple grid tabs within it, giving you access to all the grids you need without having to search within the grid dropdown menu.

GridBuddy's Forecast View 'Detail Panel' maximizes the amount of information sales professionals can see and edit related to their forecast in one screen. Watch this video to learn how to use it.

Learn how to use GridBudQuick Filters which place a button at the top of your grid for quick data filtering.

Learn how to lock GridBuddy filter conditions to prevent grid users from editing those filter conditions when User-Defined Filtering is enabled.

Learn how to specify within GridBuddy whether a child object shows as a list in a single cell within a parent’s row, saving you time and clicks.

Learn how to configure Primary Fields, which always appear on grids, and Data Card Fields, which are hidden initially, and accessible by clicking the Data Card icon in a grid row.

Learn how to determine the column width and text-area height for GridBuddy fields.

GridBuddy's Forecast View makes it easier to compare and work with time-series data or data categorized by picklist values. A grid with Forecast View enabled is similar to a Salesforce matrix report, except all the data is editable. Watch this vid...

Learn the difference between an Admin-defined filter and a User-defined filter within GridBuddy.  

Learn how to specify whether the fields for a child object within GridBuddy should show within the same row as the parent object.

Learn how to set grid access and how to see which grids and profiles are currently assigned to folders within GridBuddy.

Learn how to embed a grid onto a record detail page using GridBuddy Lightning Components. Put single or multiple grids within your embedded grid and filter them to only show information related to the record detail page you are on, giving you acce...

Learn how to build out a grid from start to finish.

Visualize your grids with GridBuddy's configurable charts that update in real-time as you update your grid data. 

Learn how to add, edit and remove your own custom code within GridBuddy.

Learn how to add themes to individual grids or to all your grids globally. A theme is a selection of grid elements with their colors defined to match corporate branding or color preferences.  

Demo video of GridBuddy for Salesforce. See how GridBuddy makes data management more efficient in Salesforce in this 3-minute introductory video.

Learn how to use the Grid Wizard landing page to manage your grids, permissions, actions, folders, metadata, and more.

Learn how to group your GridBuddy data into easily scannable groups for fast data digestion.

Agenda:  What is GridBuddy? GridBuddy Views: ReadGrids, Tabs, Embedded Grids GridBuddy End-User Features Forecast View Object Cross Reference & Cross Filtering Creating a grid What is GridBuddy? GridBuddy is a Managed Salesforce Application that...