Dynamic FieldSet Grid

Inline context. Instantly connected.

Bring relevance and responsiveness to your record pages with a dynamic inline grid that adapts to user interaction - no navigation, no refresh, no limits.

Dynamic data. Seamless experience.

Real-time record sync

Interaction meets instant data.

The grid updates instantly based on user clicks, selections, or filters - ensuring that the right related records are always visible, exactly when needed. Say goodbye to rigid page flows and static views. The Dynamic FieldSet Grid transforms your record pages by displaying context-aware child records, inline.

Context-aware intelligence

Know what matters. Show what matters.

When a parent record is selected, the grid automatically detects it and updates in real time to display only the relevant related records - based on filters, criteria, or field logic; no user input required.

Universal compatibility

No limits. Just relationships.

Works across any parent-child object relationship, not just standard ones. Extend its power to your custom objects and org-specific data models. Whether you're dealing with standard Opportunities or a custom object hierarchy, this grid adapts.

Field set–based display

Smart setup. Smarter display.

Define the display fields using Salesforce field sets - not fixed configurations. Built on the power of field sets, this grid lets you configure what appears without hardcoding layouts or building complex components. It’s lightweight, flexible, and easy to maintain.

Fully configurable

Total control. Zero code.

From parent object selection to custom labels, filters, and grid logic - you’re in control. Once configured, the grid automatically adapts as users explore your data. There’s no need to write code; all configurations can be managed declaratively for a seamless admin experience.

See the Dynamic FieldSet Grid
in action!

Make the leap from standard to standout.

Unlock responsive, flexible inline record viewing with GridMate’s Dynamic FieldSet Grid, for a truly dynamic experience.

Inline display of related records
Auto-updates based on parent selection
Supports standard and custom parent-child relationships
Configurable using field sets
Custom labels, filters, and grid layout
No out-of-page navigation required

Frequently Asked Questions

Does GridMate store or process data outside of my Salesforce Org?

No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.

Who is GridMate for?

GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.

Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.

Is there a cost to partner with GridMate?

No. Our partner program is free. All you need is interest, alignment, and a shared ambition to deliver better Salesforce experiences.

Should we grant a GridMate license to every user?

No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.

We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:

What security and compliance standards does GridMate meet?

GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.

All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.

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