GridBuddy

Interact With Any Salesforce Process, Data or Cloud in One Place
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The Most Productive User Experience In The Salesforce Ecosystem

Salesforce is the world’s leading cloud CRM. But, its user experience lacks simplicity and speed, decreasing user adoption, productivity, and data quality.

GridBuddy™ changes the equation by simplifying and streamlining any process in Salesforce, combining the data your users need into one simple view they can quickly act on.

Complete End-to-End Visibility Across the Customer Lifecycle


Updating data in Salesforce means working with disparate single object list views and single record detail pages. As a result, editing multiple records or multiple objects in Salesforce takes too many page loads and clicks. Executing a simple business process, like updating a forecast, takes too long, and requires too many user actions.


GridBuddy delivers the data from multiple objects, records and list views in one simple grid that users can quickly change, update or delete. System administrators configure workspaces your users will love and use. Our customers have realized exceptional results with GridBuddy for:

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Opportunity Management

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Account Planning

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Case Management

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Customer 360-Degree View

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Forecasting Accuracy

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Renewals Management

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Customer Success

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Lead and Campaign Management

Product Features


  • Cloud-based and mobile ready
  • User-centric visualization
  • Effortlessly update and act on data
  • Fully configurable, no code required
  • Native to Salesforce (Lightning, Classic, Mobile)
  • Maintain permissions, security, and underlying data structures

Deliver fast changing customer-centric business processes when the business needs them.

Combine multiple data sets into one unified, actionable view.

Easy, intuitive visualization of data and business processes.

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Cross-domain data interaction without changing underlying data structures.

GridWizard to quickly develop grids.

Native to Salesforce (Lightning, mobile, workflows)

GRIDBUDDY FEATURES

Choose an edition based on the features you need
PRODUCT FEATURES ENTERPRISE EDITION UNLIMITED EDITION
Configure Multi-Object Grids Standard and custom objects Enterprise edition + cross reference unrelated objects
Inline Create, Edit, Clone, Delete (respects Salesforce security permissions)
Multi-Object Mass Create, Update, and Delete
Configurable grid actions to launch Salesforce detail pages, third party applications, and existing customizations
Embed Grid as Editable Related Lists
Conditional Formatting
User-Defined Fast Filtering
Lightning-ready
Grouping and Sub-Totals
Summarize Columns, Multi-Column Sorting, and Freeze Columns
Support for Saleforce1 Mobile, Salesforce Connect (External Objects), and Salesforce Communities
Sticky Header and Footer
Multi-Object Filters
Concurrent Editing
Tracking Package and Dashboard
Field-Level Undo
Metadata Panel
Cross-Object Filters (filter parent by children) Any object except Task, Event or cross-referenced objects Any object on the grid
Export To Excel Parent object only Any object on the grid
Integrate Custom Code
Advanced URL parameters (Multiple fpf/fpv parameters)
Flat View
Editable External Objects
Data Card
See GridBuddy FAQ's

Getting Started

Do I need to have a Salesforce® account to use GridBuddy?

Yes.

What Salesforce editions does GridBuddy support?

GridBuddy supports the following Salesforce editions: Force.com® Free, Developer, Group, Professional, Enterprise, and Unlimited.

What browsers does GridBuddy support?

You can use GridBuddy with any browser that Salesforce.com supports. Salesforce Classic is supported with Microsoft® Internet Explorer® versions 9, 10, and 11, Apple® Safari® version 8.x on Mac OS X, and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. There are some limitations.

Lightning Experience is supported with Apple® Safari® version 8.x and 9.x on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. If you’re using Microsoft® Internet Explorer® versions 9–11, you’re redirected to Salesforce Classic. There are some limitations. 

Is my data safe with GridBuddy?

GridBuddy is a 100% Force.com application that has passed Salesforce.com's security review. GridBuddy does not store any information outside of the Force.com platform, so you can be sure that your data is as safe and secure as it is in Salesforce.

Does GridBuddy work on the iPad?

Yes. We recommend configuring the Grids via the Grid Wizard on a non-mobile device. The Grid views can then be used on other devices.

Installation

How long does it take for GridBuddy to install?

GridBuddy typically takes up to 10 minutes to install. This time varies depending on Salesforce's servers and the complexity of custom code in your Salesforce instance. You will receive an email from Salesforce once your install is complete.

How do I assign users to licenses of GridBuddy?

Please see our Getting Started guide for instructions on assigning users.

Does GridBuddy affect other code in my org?

GridBuddy is an Aloha package, which means it will not affect any existing code or ApexTM test methods in the orgs it is installed in.

Why did I receive this error when installing GridBuddy in my sandbox: "Your login attempt has failed. The username or password may be incorrect, or your location or login time may be restricted. Please contact the administrator at your company for help."

Unfortunately, this is an issue with Salesforce.com not supporting installations into sandboxes very well. There is a way around it though. When you get to the "Install into My Salesforce Sandbox" screen, do not choose the "Already have a Salesforce account?" option. Instead, fill out the information on the left side of the form and hit submit. You should be directed to a screen to continue the rest of the install process.

Note that Salesforce does not allow us to manage sandbox installations past the trial period. To continue using GridBuddy after the trial, you will need to reinstall GridBuddy into your production environment.

Buying GridBuddy

How does the free 30-day trial work?

All you need is a Salesforce.com account. No credit card or payment of any kind is necessary to start the trial. Just install GridBuddy from the AppExchange, and you will automatically be granted a free 30-day trial for up to 10 users.

How do I use GridBuddy after the trial period?

Just open the GridBuddy application from within your Salesforce.com instance, and click on the "Buy GridBuddy" tab. Follow the wizard to enter the amount of licenses you need and your credit card information. Upon completion of the payment process, your subscription starts.

If your billing address or credit card issuer is outside the U.S. or you would like to set up invoicing for an annual subscription, email us at info@appbuddy.com to complete your purchase.

What types of payment do you accept?

Currently we accept Visa, MasterCard, American Express and Discover. We do not accept PayPal. Invoicing and payment by company check is available for annual subscriptions. Please contact us for more information.

Got terms of service and privacy policies?

Here are our Terms of Service. Since we do not store any of your data, your privacy is governed by Salesforce.com's privacy policies.

How much does GridBuddy cost?

GridBuddy is priced per user and we offer multiple tiers based on the volume of users in your org who are using GridBuddy. Please contact us at info@appbuddy.com for details. Quarterly and annual subscriptions are available.

Do I have to sign a long term contract?

GridBuddy is a pay-as-you-go service. You simply pay month-to-month, quarterly, annually, or multi-year depending on the payment plan you select. If you cancel, you'll be billed for the current month, quarter or year term, but you won't be billed again.

Is there a minimum number of GridBuddy licenses I need to purchase?

Yes, there is a 5 license minimum to purchase GridBuddy.

How do I add or subtract users, or cancel my subscription?

If you are in the trial period, the subscription has not started, and you can manage up to 10 users. If you have already purchased GridBuddy licenses, simply email info@appbuddy.com for account changes. We will respond to your request immediately.

How easy is it to set up GridBuddy?

It's easy! See our setup steps here.

Is my data safe with GridBuddy?

GridBuddy is a 100% Force.com application that has passed Salesforce.com's security review. GridBuddy does not store any information outside of the Force.com platform, so you can be sure that your data is as safe and secure as it is in Salesforce.

What browsers does GridBuddy support?

You can use GridBuddy with any browser that Salesforce.com supports, including Internet Explorer 7 and 8, Firefox 3+, Safari 4+, and Chrome 4+.

Have questions before you sign up?

If you have questions about GridBuddy or the sign up process just contact us at info@appbuddy.com, and we'll get right back to you.

Trial & Purchasing

Can I try GridBuddy before I purchase it?

Yes. Install GridBuddy from the AppExchange as the System Administrator: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAK. You will automatically receive a free 30-day trial for up to 10 users. No credit card or payment of any kind is necessary to start the trial.

Can I bypass the 30-day trial?

Yes, simply click the Buy tab to purchase licenses after installation.

Can I purchase GridBuddy if my billing address or credit card issuer is outside the U.S.?

If you have a U.S. billing address and a U.S.-issued credit card you can purchase GridBuddy through the application's Buy GridBuddy tab. Otherwise please email us at info@appbuddy.com to complete your purchase.

When I'm ready to purchase how do I keep the grids I made during my trial?

When you are ready to buy GridBuddy simply click the Buy GridBuddy tab and follow the steps there. The grids you created will not be deleted. If your billing address or credit card issuer is outside the U.S., please email us at info@appbuddy.com to complete your purchase.

If your trial expired we will have to extend it. Please send an email to info@appbuddy.com requesting an extension of your trial so you can purchase GridBuddy.

If you installed GridBuddy in your sandbox we cannot extend your trial nor can you move your grids into your production environment. This is a Salesforce issue.

My trial of GridBuddy just ended and GridBuddy's tabs are gone. How do I purchase GridBuddy now?

To purchase GridBuddy after your trial has ended, we will need to extend your trial period. Please send an email to info@appbuddy.com. Then the Buy GridBuddy tab will be available again. The grids that you defined during your trial period will be available after you purchase GridBuddy.

If your billing address or credit card issuer is outside the U.S., please email us at info@appbuddy.com to complete your purchase.

If you installed GridBuddy in your sandbox we cannot extend your trial nor can you move your grids into your production environment. This is a Salesforce issue.

My Account

How much do GridBuddy upgrades cost?

GridBuddy upgrades are free.

How do I get the latest version of GridBuddy?

You can get the latest version of GridBuddy from the GridBuddy AppExchange listing: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAK. Click "Get it Now" and follow the install instructions. Your existing grids will remain intact after installing the new version.

How do I buy more GridBuddy licenses?

If you have already purchased GridBuddy licenses and would like to buy additional licenses, please email us at info@appbuddy.com with the number of additional licenses you'd like to purchase.

How do I cancel my subscription?

Simply email us at info@appbuddy.com for account changes.

Usage

Can I create new objects from the Grid if I did not select any required fields in the Grid Wizard?

GridBuddy will automatically append all required fields needed to save an object when creating new records from the Grid, even if you did not select these fields in step 2 of the Grid Wizard.

Why do I get an "internal server error" when I click the Grid Wizard tab?

This is a known issue with Salesforce when the "Show View State in Development Mode" option is checked under Personal Information. The solution is to uncheck this box. To uncheck this box, click your name and go to Setup > My Personal Information > Personal Information. Click Edit, then uncheck the box next to "Show View State in Development Mode" which is in the right hand column. Finally click Save.

Why do I receive the error "No such column...custom object has not been deployed" when accessing the grid?

Custom objects are not deployed by default when you install an AppExchange package. If custom objects have not been deployed, users will see an error message when they access a grid. The error message will reference a custom field and end with:"[custom fields are] not visible to the user because the custom object has not yet been deployed."

To remedy this error, you will need to deploy package components. Please refer to page 9 of the Winter 11 documentation (linked below) for more information: https://na7.salesforce.com/help/doc/en/salesforce_appexchange_install_guide.pdf

Why does my GridBuddy Editable Related List on a Record Detail page appear as a pop-up?
Turn off "Development Mode" for your user record. If you are experiencing this error in Internet Explorer, you may need to modify your IE settings:
  1. Click tools > Security > Internet
  2. Click "Custom Level"
  3. Select "Launching programs and files in an IFRAME" > enable
Why do I receive the error "line #:### no viable alternative at character '%'"?

This is a known issue that has to do with including a picklist on the grid that has a value with a semi-colon in it. We suspect this is a Salesforce bug because they did not allow semi-colons to be included in picklists until recently, and there is cause to believe that they now allow this inadvertently.

The workaround is to alter your picklist values so that there is no semi-colon included. If this is not a viable workaround for you, please contact support@appbuddy.com, and describe how this issue is preventing you from performing your use case. We will look into a solution for this issue provided we have proper justification.

If this is not the cause for this issue, please email support@appbuddy.com, and describe your grid configuration so we can further assist you.

Support

Who do I contact if I have a GridBuddy problem?

Simply email us at support@appbuddy.com.

Where can I submit product feedback about GridBuddy?

We'd be happy to hear your feedback. You can email us at info@appbuddy.com.

For more information, please read the GridBuddy datasheet

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Product Benefits


 

GridBuddy elevates the user experience in Salesforce while minimizing data entry and maximizing opportunities.

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Fully Configurable

GridBuddy is easily configured for each user. No coding, decreased custom programming expenses.
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Easy To Change

Customer-centric business processes change often, and grids can be quickly reconfigured to reflect current business processes. When your systems are current to the business process, your users will stay in the system.
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Combine Related or Unrelated Objects in One Screen

Combine, cross-reference, and perform mass action on multiple data tables simultaneously, whether they are related or not. Add contacts to opportunities, update amounts and close dates, and create tasks all from one screen.
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Combine Multiple Data Tables into a Single, Unified, Actionable View

Conduct any customer engagement process, such as managing all the moving parts of an opportunity pipeline, adding leads and contacts to marketing campaigns, or managing high-volume caseloads in customer service departments, from one efficient screen.
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Manage Hundreds of Records with Minimal Clicks

Quickly create, mass update and delete records. Narrow data sets down to the exact records a user needs with powerful filtering capabilities.
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Work with Complex Data Sets More Productively

Increase productivity while working with the complex data sets needed to manage multi-step sales, account management and customer service use cases. GridBuddy brings together data from different Salesforce clouds into one single screen.
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Build Grids Specific to Your Needs

With the Grid Wizard, administrators can specify the data set they want to include in a Grid. These data sets can be as simple as single tables or complex mappings of multiple tables together. Grids can be embedded anywhere they are needed.
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Enable and Manage Cross-Domain Data Interaction

Combine data from multiple business domains together in meaningful ways. This enables users to answer complex business questions and quickly complete complex business processes in an efficient and consistent user experience.
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Keep Your Underlying Data Structures

Combine data, whether related or unrelated in the data schema, in a rationalized view for transactional data management. This powerful capability allows you to keep your underlying data structures whenever you want to enable cross-domain data interaction, eliminating the need to involve IT.
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Full Control of User Permissions

Control the data actions available to each user, including customized data security by each specific business process.
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Work from Anywhere—Desktop or Mobile

GridBuddy is a web application built on Salesforce’s Force.com platform, and can be used on desktop or mobile devices.
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Choose from Two Options to Fit Your Needs

GridBuddy Unlimited which offers premium features designed for complex corporate environments, and GridBuddy Enterprise which serves customers with less complex needs.

Why GridBuddy?


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Customers Give GridBuddy 5-Stars

With a perfect 5-star rating on Salesforce AppExchange, GridBuddy is one of the most installed apps year after year.

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Proven Technology Platform

We’ve been delighting our customers for six years and counting and over 45,000 user licenses have been deployed and are being used to date.

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Diverse Blue-Chip Customer Base

Over 500 customers in 17 countries, including 75 enterprise customers with 5,000+ employees, use GridBuddy every day.