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GridBuddy. The most productive user experience in Salesforce.

Only the fields you want, from all the objects you need, in one view.

Overview

GridBuddy combines data from multiple objects and even multiple Salesforce orgs into one editable, spreadsheet-style workspace so you can increase your teams' productivity, improve data quality, and generate reliable reports.

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See How GridBuddy. The most productive user experience in Salesforce. Works

  • Improve Salesforce adoption and increase productivity. Users are no longer forced to jump from screen to screen to hunt for information they need to engage with customers. It can all be found in one, actionable view configured for their role.

  • Get timely and accurate updates from sales and service. Give your end users an interface that enables them to log information learned in client interactions cleanly and in real-time without losing focus on the customer.

  • Simplify your Lightning migration. Provide the same streamlined user experience whether you run on Classic or Lightning.

With GridBuddy, you can easily configure grids and charts to give users a single view to manage all of the data they need on one screen, across multiple objects, with only the fields and records that are relevant for the task at hand. Our customers tell us, “This is how Salesforce SHOULD work!” GridBuddy increases productivity and data quality through the most powerful feature set available on the AppExchange: • Editable multi-object grids • Inline create, edit, clone & delete • Multi-object mass create, update, & delete • Cross-reference unrelated objects • Multi-object, cross-object filters • Tabbed views & charts • Multi-column sorting, summaries, and freeze • Reorder, hide, and resize columns • Conditional formatting • Grouping with subtotals and sort • Embed a grid as an editable related list or flat view Supports: Sales Cloud, Service Cloud, Lightning, Salesforce1, Salesforce Connect, Salesforce Communities Integrations: Nintex Drawloop, TaskRay, FinancialForce, Accounting Seed, CPQ solutions like Apttus and Salesforce CPQ (Steelbrick), and many more. Install a free trial of GridBuddy to see for yourself!

Categories

Business Needs
Productivity
Industries
Government
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Community Builder
Managed Package
Salesforce Mobile

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