GridBuddy revolutionizes Salesforce data management by providing users with a unified interface to access and manage all relevant data on a single screen. Say goodbye to navigating through multiple records and objects—GridBuddy consolidates essential information, streamlining workflows and enhancing user productivity. Our customers often exclaim, “This is how Salesforce SHOULD work!”

Key Features:

  • Editable Multi-Object Grids: Configure grids to display data from multiple objects and enable inline editing, creating, cloning, and deletion of records.
  • Efficient Data Manipulation: Perform mass create, update, and delete operations across multiple objects, ensuring streamlined data management.
  • Cross-Reference Capabilities: Easily cross-reference unrelated objects within the same grid, enhancing data coherence and accessibility.
  • Advanced Filtering Options: Apply multi-object and cross-object filters to refine data display based on specific criteria.
  • Interactive Views and Charts: Utilize tabbed views and charts to visualize data effectively and gain insights at a glance.
  • Powerful Sorting and Formatting Tools: Enable multi-column sorting, summaries, and freeze options, along with conditional formatting for enhanced data visualization.
  • Customization and Grouping: Customize grids by reordering, hiding, and resizing columns, while also incorporating grouping with subtotals and sorting capabilities.
  • Seamless Integration: GridBuddy seamlessly integrates with various Salesforce editions and features, including Sales Cloud, Service Cloud, Lightning, Salesforce1, Salesforce Connect, and Salesforce Communities.
  • Expanded Integrations: Enjoy compatibility with popular Salesforce integrations such as Nintex Drawloop, TaskRay, FinancialForce, Accounting Seed, CPQ solutions like Apttus and Salesforce CPQ (Steelbrick), and many others.

Installation and Trial

Experience the power of GridBuddy firsthand by installing a free trial of GridBuddy Unlimited. Unlock the full potential of Salesforce data management and witness unparalleled productivity and efficiency in action!


Chat with us today!

Contact us to get a free consultation for GridBuddy CRM integration services!