The Faster, Easier Way to Edit Your Salesforce Data
GridBuddy is a Salesforce application that allows you to
mass update, mass delete, inline edit and inline create multiple related records
in one spreadsheet-like view.
For example, see Accounts with related Opportunities, Contacts, etc., and create, edit, mass update or delete them all on one screen.
"With GridBuddy our account managers save half a week's worth of labor savings every single month!"
- Michael Barrow, Page 1 Solutions
Features
- Edit parent and child records on one screen
- Quickly create and edit multiple records, save once
- Delete multiple records from related objects or entire results sets
- Mass update any field on the grid
- Use grids to supplant standard Salesforce related lists with inline editable and creatable related lists
- Define and redefine grids with a 3-step wizard
- 100% Force.com Native application
Gallery
(click to enlarge)
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Grid Wizard - Setting up related views
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Integrating Grids into detail pages
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Grid - multiple objects with mass updates
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Grid - multiple objects with creates
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Grid - related lists in detail page
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Grid Wizard - Creating a Grid
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Grid Wizard - Selecting Fields
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Grid Wizard - Defining Filters
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Why GridBuddy?
Doesn't this functionality exist in Salesforce already? Let's take a look.
| Feature |
GridBuddy |
Salesforce |
| View one parent, multiple children |
- See parent records and records from multiple related child objects together in a hierarchical list view.
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- See child related lists on parent record detail page. Only see related lists for one parent record at a time. Maximum 5 child records shown on record detail page.
- Report on one parent object and only one related child object hierarchy.
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| Edit child and parent data on one screen |
- Parent and child data editable on a single screen.
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- Related lists on record detail pages not editable.
- Editing parent and child data on same screen not possible without custom code.
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| Editable list views |
- Edit data from multiple objects together in one list view.
- Related objects are editable on the same list view page as parent objects.
- Edit multiple fields on multiple records. Save once!
- Create multiple records for multiple objects. Save once!
- Mass update any field on the grid with a single value.
- Select multiple records to delete. Delete with a single click!
- Delete all contents of filtered result sets with one click.
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- Single object editable list views.
- Related objects are not editable on same list view page as parent objects.
- Edit one field at a time. Save required after each edit.
- Create one record at a time.
- Delete one record at a time.
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Release Notes
See our release notes for details about new and upcoming features.
Copyright © Primal Cause, Inc. All rights reserved. AppBuddy® and GridBuddy® are registered trademarks with the U.S. Patent and Trademark Office.
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