File Explorer
Smarter storage. Smarter access. Smarter control.
Elevate your Salesforce document management with GridMate’s File Explorer - your all-in-one solution for smarter file organization, access, and sharing. Built to elevate how teams manage content across records, File Explorer redefines Salesforce file management with cloud storage integrations, dynamic views, and flexible permission controls - all within the native Salesforce experience.
All your documents - exactly where you need them.
Third-party storage, first-class experience.
Say goodbye to scattered files. Connect your third-party storage and manage everything from one sleek interface inside Salesforce.
- Our File Connect feature lets you connect to cloud storage platforms such as Google Drive, Dropbox, Amazon S3, SharePoint, and Box, and also supports custom integrations with other cloud platforms.
Any file. Any format.
Work confidently with all standard file types - including PDF, XLS, DOCX, CSV, JPEG, PNG, and more.
Instant control over every file.
Boost productivity with native file operations:
- Cut, copy, and paste files between records (e.g., move files from one Account to another)
- Duplicate or delete files instantly
- Upload or download in bulk with ease
Four views. One flexible experience.
Effortlessly toggle between four displays and find the one that works best for your workflow:
- Gallery View: Visual-first file navigation
- Table View: Spreadsheet-style layout for details at a glance
- Carousel View: Split-screen layout with full preview and metadata
- Tree View: Nested folders for a classic file system experience
Search smarter. Access faster.
Powerful in-component search lets you locate documents by:
- File name
- Topic or keyword
Lock it down or open it up.
You’re in control with configurable permissions:
- Enable or disable functions like cut/copy/paste
- Restrict upload formats to suit your needs (e.g., PDF-only environments)
See the File Explorer
in action!
See how teams streamline Salesforce document management with GridMate.
Make the leap from standard to standout.
Reimagine file management with seamless integrations, smarter views, and full control - right inside Salesforce.
Frequently Asked Questions
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Does GridMate support archived data filtering?
Yes. GridMate supports archived data via admin-defined filters. Use the following JSON string to enable archived row visibility:
{
"gmpkg__allRows": true
}
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.
However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.
GridMate User
This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.
GridMate Advanced User
This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.
GridMate Admin
This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.
GridMate Cockpit User
The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.
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.
How do I contact GridMate support?
You can reach out to us via email at support@gridmate.io.
For any technical assistance, please grant access to your Salesforce organization and share the following:
- The Salesforce Organization ID (Org ID)
- The page link(s) related to the issue
- The steps to reproduce the issue
Got any more
questions?
