I’ve been assigned the task of researching GridBuddy, in order to use it effectively in our Org. My approach to doing this was to watch a 15 minute introductory YouTube video about it, look at the high-level introductions on the official website and then to practice using it myself in a sandbox. And of course to write this blog post, which helps to crystallize knowledge.
What is it?
In essence, it is a tool for enhancing productivity on the Salesforce platform. It does this by streamlining user interaction with data. This is done by integrating the useful data into one view and facilitating database actions to occur from this view.
Where is it?
It is found on the App Exchange. Once installed, there is a GridBuddy app, which has associated with it several tabs.
I began by clicking the ‘Grids’ tab. Since there were no Grids designed yet, this screen prompted me to use the Grid Wizard to create one.
On the Grid Wizard, I created a new Grid. Beginning with naming it, choosing a parent object (Account) etc. There were many options available on this page such as what actions were allowable on this Grid, what folders it was in etc.
On the next page, I chose the related object (Contact) and which of its fields to display. Charts and conditional formatting were also optional.
Next, there were options for filters. And finally, there was the option to save it and launch the Grid.
I was then able to see all of my Accounts (just one) and contacts (also one) in something of a branching view, not unlike Role Hierarchy. Presumably, these would look more like tables if there was more data. The fields for Contact were editable in quick, successive fashion. I added new values and clicked Save. Sure enough, the contact data was updated.
On the Grids tab, this new Grid had also become available, selectable from a drop-down list.