GridBuddy Getting Started
After clicking the Continue button during step 1 of the installation wizard, approve third-party access for the site pure-water-7579.herokuapp.com and click Continue. This site is used for GridBuddy's meta data service to support dependent and record type picklists, and lookup filters. The meta data service is hosted on Heroku, a Salesforce-owned platform. GridBuddy does NOT transmit or store any production data outside of your org to this or any other service. Learn more about the meta data service.
When assigning access to the GridBuddy application during step 2 of the installation wizard, if you select the "Grant access to all users. All internal custom profiles get full access" option, you will not need to configure visibility to GridBuddy or setup Grid and Grid Wizard access (see below). Once a user is assigned a license, they will be able to access the GridBuddy application.
Assigning UsersAfter installing, assign users who need access to the GridBuddy application:
Quick StartYou're now ready to use GridBuddy! Here's some steps to get started:
GridBuddy should install successfully when installed by a System Administrator with access to all fields in your Salesforce instance. If you experience problems seeing GridBuddy, follow these steps:
Making the Application VisibleIf you have Developer, Enterprise, or Unlimited edition follow these steps to make the application visible to your users:
Enabling Grid Wizard Access
The Grid Wizard allows users to create GridBuddy Grids. Users' profiles must have the "Customize Application" and "View Setup and Configuration" permissions in order to use the Grid Wizard. These permission can be granted by editing a custom profile and assigning it to a user. For Group and Professional Editions, the System Administrator is the only profile that has these permissions.
Users' profiles must also have "Modify All" access on the "GridBuddySettings" object in order to use the Grid Wizard. This object is installed as part of the GridBuddy managed package. These permissions can also be granted by editing a custom profile associated to a user.
To edit a custom profile to have the required Grid Wizard permissions:
To allow non-admin users (those without the "Customize Application" and "View Setup and Configuration" permissions) to configure grids, enable the "non-admin" option on the Grid Wizard Landing page.
Enabling Access to GridBuddy Visualforce Pages
To enable access to the Grid Wizard, users' profiles must be granted access to the following Visualforce pages:
To enable access to a Grid in GridBuddy, users' profiles must be granted access to the following Visualforce pages:
To grant Visualforce page access to a profile:
You can get the latest version of GridBuddy from the GridBuddy AppExchange listing:
Click the Get it Now button and follow the install instructions. Your existing grids will remain intact after installing the new version.
No additional steps aside from the normal package uninstall are required to uninstall GridBuddy. When you uninstall GridBuddy, your organization's data will not be affected. You will, however, lose definition data GridBuddy generated used only for rendering GridBuddy Grids.
Have questions about how to do something in GridBuddy? Contact us!