FieldSet Kanban
A flexible kanban experience that transforms processes into progress.
Powered by field sets for full visibility and flexibility, GridMate’s FieldSet Kanban component brings structure, clarity, and control to any workflow. From project phases to sales stages, it’s a Kanban experience designed to adapt.
A visual workspace that adapts to your data.
Group your records your way.
Choose any field to define columns. Each column is fully customizable, so you can mirror your team’s exact process in real time.
Custom labels. Clearer communication.
Transform default values into user-friendly column labels. Replace “High” with “Urgent” or “In Progress” with “Underway” to align the board with your team’s terminology.
Search, filter, and scale effortlessly.
Enjoy GridMate’s signature performance across large datasets. Inline search, filters, and pagination ensure you can quickly find what you need - even with thousands of records on the board.
Color-code for clarity.
Use conditional formatting to highlight what matters most. Define rule-based color logic that visually flags key statuses, priorities, or risks at a glance.
Powered by field sets.
Control exactly what appears on each navigation path by mapping the fields. Make changes once, and the updates reflect across all records - instantly and consistently, without extra setup.
See the FieldSet Kanban
in action!
Make the leap from standard to standout.
Unlock the full potential of Kanban views with GridMate - go beyond list views, and bring actionable clarity to any Lightning page.
Frequently Asked Questions
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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How do partner rewards work?
Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.
Do I need technical experience with GridMate?
Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
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.
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questions?
