Single Calendar
One calendar. Total clarity.
Transforms appointment scheduling in Salesforce into a dynamic, real-time experience. Designed for speed and visibility, the Single Calendar gives you a unified calendar view of activities - organized by user, team, or resource. With drag-and-drop ease, filterable layouts, and fully configurable color-coded events, it’s never been easier to stay aligned and in control.
Smart scheduling. Streamlined execution.
See the big picture - down to the last detail.
Whether you're managing technicians, reps, or consultants, the Single Calendar helps you instantly understand who's doing what and when. View activities by resource with a clean, uncluttered layout tailored to daily planning and execution.
Reschedule without the rework.
Reschedule on the fly with intuitive drag-and-drop support. Rearranging timelines and adjusting priorities takes seconds - not minutes - empowering teams to adapt quickly without jumping between screens.
Add meaning with color.
Turn your calendar into a decision-making tool. Assign colors to events based on any field - status, priority, category, region - so patterns and priorities are easy to spot at a glance.
Define what every tile tells.
Tailor what appears on each calendar tile to match your team’s workflow. Choose which fields to display, define formatting, and ensure every user sees the context they need to act fast and confidently.
See the Single Calendar
in action!
See how teams go from scattered to streamlined with the Single Calendar.
Make the leap from standard to standout.
Bring order to your scheduling chaos - align teams, prioritize effortlessly, and act with confidence.
Frequently Asked Questions
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.
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.
How long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
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.
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