AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GridBuddy Connect Salesforce Connector

Make updating your data "spreadsheet simple."

Overview

GridBuddy Connect is the data productivity platform that combines your Salesforce data into an editable, spreadsheet-simple view so your users can get all of their insights in one place and engage confidently using the right data.

1 of 11

  • Make updating your data spreadsheet-simple. Manage updates for multiple records across objects in one spot, instead of clicking between browser tabs, with no limitations on field type or the number of records you can update.

  • Get all your insights in one place. Combine data from separate systems and multiple Salesforce orgs into one grid instead of manually combining exports and clicking between multiple systems.

  • Engage confidently using the right data. Provide workspaces custom-fit for each job function and make it possible for teams to quickly reference the objects and fields they rely on everyday.

Update and work with data faster. • Multi-object inline editable grid views of your data. • Filters and expansive search to zero in on data that meets the same criteria. • Conditional formatting that brings attention to the fields that matter most. • Actions that make more functionality accessible from the grid like sending an email. • Grids that are also enhanced, editable reports with no restrictions on which fields are editable. Create job-specific workspaces to organize data and meet the needs of each user. • ReadyGrids pre-configured for common use cases to get you up and running fast. • Tabbed Workspaces, a set of grids used by each team based on the objects, fields, and workflows they rely on. • User-Defined Grids tailored to the personal needs of a user without changing everyone's view. Unite data from separate databases into a single view with one or more connectors. • The Salesforce connector shows data from multiple Salesforce objects and orgs in one view. • The Microsoft Dynamics 365 connector shows data from multiple tables and Dynamics 365 environments in one view. • The Zendesk connector adds another layer of information to your customer data.

Categories

Business Needs
Sales
Productivity
Data Management
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder

More from

  • DupeBlocker: enterprise duplicate prevention
    DupeBlocker is the real-time duplicate prevention engine Salesforce admins rely on to keep data clean at the point of entry. Block duplicates the instant they're created, imported, or converted.
    Data ManagementData Cleansing

  • DemandTools: enterprise data quality and deduplication
    DemandTools is the enterprise-grade data quality engine tens of thousands of Salesforce admins trust. Deduplicate across any object, standardize and import data at scale, and apply mass updates with governance-level control.
    Admin & Developer ToolsData Management