See Related Data in One View
GridBuddy presents a hierarchical, report-like view of the Salesforce data you need to work with. This means you don’t have to open records one-at-a-time in order to conduct complex, multi-record use cases. GridBuddy grids are completely configurable, and you can spin up a grid with any custom object and most standard Salesforce objects in no time.
Act on Multiple Records at Once
Once you have the data filtered the way you want it, acting on that data in GridBuddy is a snap. Just like editing a spreadsheet, GridBuddy lets you inline create and edit records. Mass update data across multiple fields, and multiple Salesforce objects, and only have to 'save' once. Mass delete records in one easy operation. Launch custom actions and business processes against any record without having to leave the grid.
GridBuddy: A Seamless Part of the Salesforce Experience
With GridBuddy, you don’t have to adopt a completely new way of working. Your users will quickly pick up on GridBuddy's familiar spreadsheet-like feel. GridBuddy grids integrate with all of your Salesforce business processes. Use GridBuddy grids as editable related lists in Salesforce record detail pages, launch grids from Salesforce buttons, tabs or links, or use GridBuddy in the Salesforce Customer or Partner portal.
GridBuddy also provides deep integration with the Salesforce features you’ve worked hard to configure in your org, like support for field-level and object-level security, sharing rules, validation rules, workflow rules, dependent picklists, record-type picklists, lookup filters and more.
Use for Any Business Process in Salesforce
The sky is the limit for what you can use GridBuddy for. Here's a few popular use cases:
- Sales: Accounts, Opportunities and anything related - see and update them all in the same view
- Marketing: Easily scrub Leads and assemble Campaigns
- Project Management: Update Projects and Tasks all at once
- Custom Business Processes: Mass manage custom objects