If you’re anything like the rest of us, you spend a lot of time in Salesforce waiting for related items to load, or scrolling through list views and searching for answers in your reports.
Try these four GridBuddy features to resolve those challenges:
- Conditional formatting
- Data card
- Freeze columns
- Flat view
Format your data with conditional formatting so that important values in your grid visually pop out at you. Apply specific conditions to any fields in your grid, and your rules will be applied to fields that meet the criteria before you even click ‘save’.
Enable the Data Cards feature so that you can keep lower priority fields in your grid without extending its horizontal width. Place top priority fields across the top of your grid, and put all the nice-to-have fields in the Data Card area beneath each record. You can expand or collapse the Data Card to view or hide these fields. This is especially useful for a mobile grid, where horizontal real estate is critical.
If you end up with a too-wide grid, you can freeze as many columns as you like so that as you scroll to the right, your end-users continue to see the frozen columns.
With flat view, you can combine fields from related and unrelated objects into a single grid row. This allows you to see and edit two objects in one row. Flat view can save you time and clicks, since you no longer need to expand your grid to edit or view the child object fields.