GridBuddy App 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)
GridBuddy - The Basics
Grid Wizard - Setting up related views
Integrating Grids into detail pages
Grid - multiple objects with mass updates
Grid - multiple objects with creates
Grid - related lists in detail page
Grid - single object
Grid Wizard - Creating a Grid
Grid Wizard - Selecting Fields
Grid Wizard - Defining Filters

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.
  • 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.
Edit child and parent data on one screen
  • Parent and child data editable on a single screen.
  • Related lists on record detail pages not editable.
  • Editing parent and child data on same screen not possible without custom code.
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.
  • 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.

Release Notes

See our release notes for details about new and upcoming features.