Record App Switcher

Keep your focus. Change your view.

Working across multiple Lightning Apps shouldn’t mean starting over. The Record App Switcher keeps you anchored to your current record, so you can move between apps without losing context - or momentum. Add it to the Utility Bar and enjoy seamless, always-available navigation built for multitasking in Salesforce.

Seamless navigation. Continuous context.

Preserves record context

Switch apps - without switching gears.

Hop between different Lightning Apps while preserving the current record view - no need to re-search or reopen.

No page reloads

Flow without friction.

Unlike native switching, which takes users away from their flow, GridMate’s Record App Switcher ensures that record continuity is always preserved.

Consistent record view

Consistency you can count on.

Whether switching to Sales, Service, or a custom app, your record stays open and intact - streamlining how users multitask across Salesforce.

Utility bar access

Always one click away.

Deploy it directly in the Utility Bar for easy, everywhere access. It's available when and where your users need it most - making context-preserving navigation a constant, not a luxury.

See the Record App Switcher
in action!

Make the leap from standard to standout.

Unlock smooth, uninterrupted navigation that keeps users focused, no matter how many apps they work across.

Navigate between Lightning Apps
Retain record context during app switch
Embed in Utility Bar for quick access
One-click switching from current record
Consistent record experience across apps

Frequently Asked Questions

Is GridMate a managed package?

Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.

What is GridMate?

GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.

Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.

Is GridMate a Salesforce-certified solution?

Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.

You can explore GridMate’s features and customer testimonials here.

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.

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.

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