GridBuddy Actions Now Make Salesforce Actions Easy


GridBuddy Actions Now Make Salesforce Actions Easy

Posted by Marc Aubin on Mar 26, 2013 1:01:00 AM
Marc Aubin
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We’re excited to announce the release of GridBuddy Actions! If your dream is to bring as much of the Salesforce user experience onto one page as possible, then this GridBuddy release just got you closer.  Now you can manage multiple records, execute Salesforce actions against those records, and launch custom links or other grids all from the same page.

That sounds great, but what are GridBuddy Actions exactly?
Actions are processes that run against your Salesforce data.  They are also links to other Salesforce pages, GridBuddy grids, or external URLs or processes.  Some common examples of standard Salesforce actions are things like converting leads, closing cases, or Chatter follow/unfollow.  A common example of a custom action that runs against your Salesforce data and calls out to an external process is a custom button that creates a quote document using Conga Composer.  

Of course in true GridBuddy fashion, GridBuddy Actions are completely configurable so you aren’t just limited to the actions we provide out-of-the-box.  You can launch actions from Salesforce standard or custom buttons, any URL, formula fields that resolve to URLs, Visualforce pages, and more.  So GridBuddy now enables you to take advantage of the custom logic you already have in your Salesforce org and include it on the grid so users can execute that logic more efficiently.

What’s the user experience of GridBuddy Actions like?
Actions appear in 2 places on the grid.

Row Actions
Actions that apply to individual records (e.g. Convert Lead) are included in the dropdown next to each record on the left side of each row.  You’ll also notice that the “Open record detail page” and “Create related records” actions have moved here too (instead of having the users scroll all the way to the right to get to them like they had to in our previous versions). 

Opprortunity using oppy products in Salesforce

Simply clicking on the action will invoke it for the record you selected it from.  For example, clicking on the “Generate Conga Quote” in this example would launch the familiar Conga Composer window where you can choose document options and create a document from the “Ace Iron and Steel Inc.” record.

Opprortunity using oppy products in Salesforce

“More Actions” Button
First, if you already know GridBuddy, you’ll notice we placed some of the less common actions we’ve always shipped with, including “Save and Return” and “Delete” as menu items under the “More Actions” button.  As always, actions like “Delete” are completely configurable so you can choose to include them or not on page 1 of the Grid Wizard.

You can now also include “Batch” and “Global” actions in this menu.  

An example of a GridBuddy Batch Action, is a Visualforce page that runs a process against multiple records.  You could configure a GridBuddy Action for it so it shows up in the “More Actions” menu.  Users would then select individual rows on the grid and select your custom action which would call your process for those records.  Another example of a batch action is the ability to batch and send multiple documents with Conga Conductor based on selected records in a GridBuddy grid.

In the near future, we will also allow the ability to process “background” actions that run asynchronously.  For example, you will be able to select multiple records in GridBuddy and select a Salesforce action that is only meant to process one record at a time.  However, GridBuddy will process that action for ALL those records in the background for you at the same time.  Subscribe to our release notes RSS to be notified when this feature will be released.

GridBuddy Global Actions are those actions that you can conveniently launch from the grid but that don’t depend or act on any of your grid data.  An example would be providing a link to a Salesforce report like in the example below.   

Screenshot 3 25 13 11 00 PM resized 600

What actions come pre-packaged with the new version?
GridBuddy ships with the following pre-defined actions:

  • Convert Leads

  • Close a Case

  • Add Opportunity Products

  • Establish Product Schedule

  • Send an Email (on Account, Opportunity, Lead, Case,  or Contact)

We’re open to suggestions about actions we can ship with.  Contact us if you have ideas you’d like to share!

Cool - so how do I add an action to my grid and get started?
First, you need to install our latest version of GridBuddy Unlimited from the AppExcahange if you don’t already have it.  After you install GridBuddy and get it set up, go to the Grid Wizard to configure a grid.  Once you get to page 2 of the Grid Wizard, you’ll notice each grid has a new “Select Actions” section.  This will show all the available actions to add to the grid for each object you’ve selected.  Note: you’ll need to add fields to your grid and save before you see the actions that are available. 

Screenshot 3 25 13 11 02 PM resized 600

If you don’t see one available for the objects you have selected on Grid Wizard page 2, then you can create one by clicking the Manage Actions link.

How do I configure my own GridBuddy Actions?
Simply click the “New” button on the Manage Actions page, and define the action in the Details section.  Roll over the fields to see a brief description.  

There’s a lot you can do here, so let’s look at a couple of examples to help you get started.

Example - Create a Conga Composer action

To create a new action that launches a Conga Composer quote from an Opportunity on the grid:

Go to GridBuddy > Grid Wizard and click the “Manage Actions” link.

Create a New action.

Name your action.

Object = Opportunity

Type = Single Record

Display Behavior = Grid Overlay

Content Source = Conga Composer

Content = the API name of a formula field that resolves to a Conga Composer URL, e.g., “My_Conga_Composer_Formula__c”.  For more information on how to convert the content of a Conga Composer button to a formula field, see the GridBuddy User Guide.

Add your new action to a GridBuddy grid that includes the Opportunity object in step 2 of the Grid Wizard.


Example - Launch a grid of related objects from a grid

Let’s take an example where you’re managing Opportunities, Opportunity Products, and Product Schedules.  Users will navigate a grid of Opportunities with related Opportunity Products, then with one click they can access to the relevant Product Schedules from any row.  To do this, follow these steps:

  1. To start - create two grids:  

  • Opportunities with related Opportunity Products

  • Opportunity Products with related Product Schedules

  • Go to GridBuddy > Grid Wizard and click the “Manage Actions” link.

  • Create a new action:
    • Name your action

    • Object =Opportunity

    • Type = Single Record

    • Display Behavior = Grid Overlay

    • Content Source = The name of the Grid. URL parameters can be appended starting with an ampersand (e.g. My Grid&ea=1)

    • Id parameter = id (could also be “fpv” too; for more info see our user guide)

    • Confirm action = not selected

  • Add your new action to Opportunities with related Opportunity Products grid on step 2 of the Grid Wizard.

Schedule Mangement Using Saleforce

Here’s an example of what you get when you launch the grid and click on the “Edit Product Schedules” action next to an Opportunity Product record that has schedules:

grid from grid resized 600

With these types of actions, you can powerfully manage object hierarchies that span up to 4 Salesforce objects on one screen (5 if you integrate the topmost grid into a record detail page of a parent).

That’s it!  You’re now on your way to creating powerful editable report pages that can DO powerful things.

Want to give GridBuddy Actions a try for yourself and don’t have it installed yet?  Install 14-day cost-free/risk-free trial of GridBuddy Unlimited from the AppExchange now! 

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