List View Kanban
Kanban-style clarity. Grid-based precision.
Give your Salesforce List Views a smarter layer - kanban-style segmentation, grid-level precision, and zero disruption to how you work.
Kanban clarity meets list view control.
Picklist-style filtering, zero disruption.
Unlike traditional Kanban boards that rely on drag-and-drop movement, List View Kanban offers a different approach - click a picklist value in the kanban bar to instantly filter your grid. It’s fast, clean, and purpose-built for when you need focused segmentation without manual card movement.
- Maintain grid precision with kanban-inspired segmentation
- Avoid accidental updates with a click-to-filter experience
Add muscle to your List View.
Start with any existing Salesforce List View - then supercharge it with GridMate functionality: advanced filters, search, pagination, and customizable columns.
- Works with any object that supports a List View
- Retain list view structure while adding powerful filtering and display controls
Define columns with labels that speak your team's language.
Admins can choose any field to define kanban columns. Add custom labels to match how your teams think and work.
- Define kanban structure with any picklist field
- Replace default picklist values with clear, team-friendly labels
Scale up without slowing down.
Support up to 2,000 records per view and display up to 80 columns. This is filtering at scale, made simple.
- Handle large data volumes with consistent performance
- Display far more fields and rows than standard Salesforce Kanban
See the List View Kanban
in action!
Make the leap from standard to standout.
Bring the best of List Views and Kanban together - enhanced filtering, flexible structure, and smarter segmentation in a single, powerful component.
Frequently Asked Questions
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
}
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.
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:
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Can I prevent my users from creating, editing, or deleting filters?
Yes. By default, GridMate provides a permission set called GridMate User to easily grant access to package components, including object settings, Apex classes, and more.
With this permission set assigned, users can create, edit, and delete end-user filters - provided this option is enabled on the grid.
However, in certain scenarios, admins may want to restrict these actions. Rather than duplicating and manually adjusting the permission set, we recommend using the Muted Permission Set feature in Salesforce.
1. Create a Permission Set Group that includes the GridMate User permission set.
2. Add a Muted Permission Set to that group by creating a new Muted Permission Set.
3. In the Muted Permission Set, mute Create/Update/Delete access for the DataGrid Preferences object.
4. Finally, remove all direct assignments of the GridMate User permission set from users. Instead, assign them the new Permission Set Group.
This approach ensures your users retain access to essential GridMate components while preventing them from modifying filter settings.
Please refer to Salesforce documentation for Muted Permissions.
Got any more
questions?
