Frequently Asked Questions
Frequently Asked Questions
Do I need to have a Salesforce account to use GridBuddy? Yes.
What Salesforce editions does GridBuddy support? GridBuddy supports the following Salesforce editions: Force.com Free, Developer, Group, Professional, Enterprise, and Unlimited.
What browsers do AppBuddy products support? You can use GridBuddy with any browser that Salesforce.com supports. Salesforce Classic is supported with Microsoft® Internet Explorer® versions 9, 10, and 11, Apple® Safari® version 8.x on Mac OS X, and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. There are some limitations.
Lightning Experience is supported with Apple® Safari® version 8.x and 9.x on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome are also supported. If you’re using Microsoft® Internet Explorer® versions 9–11, you’re redirected to Salesforce Classic. There are some limitations.
AppBuddy Cloud is supported on Google Chrome.
Is my data safe with GridBuddy? GridBuddy is a 100 Force.com application that has passed Salesforce.com’s security review. GridBuddy does not store any information outside of the Force.com platform, so you can be sure that your data is as safe and secure as it is in Salesforce.
Does GridBuddy work on the iPad? Yes. We recommend configuring the Grids via the Grid Wizard on a non-mobile device. The Grid views can then be used on other devices.
How long does it take for GridBuddy to install? GridBuddy typically takes up to 10 minutes to install. This time varies depending on Salesforce’s servers and the complexity of custom code in your Salesforce instance. You will receive an email from Salesforce once your install is complete.
How do I assign users to licenses of GridBuddy? Please see our Getting Started guide for instructions on assigning users.
Does GridBuddy affect other code in my org? GridBuddy is an Aloha package, which means it will not affect any existing code or ApexTM test methods in the orgs it is installed in.
Why did I receive this error when installing GridBuddy in my sandbox: “Your login attempt has failed. The username or password may be incorrect, or your location or login time may be restricted. Please contact the administrator at your company for help.” Unfortunately, this is an issue with Salesforce.com not supporting installations into sandboxes very well. There is a way around it though. When you get to the “Install into My Salesforce Sandbox” screen, do not choose the “Already have a Salesforce account?” option. Instead, fill out the information on the left side of the form and hit submit. You should be directed to a screen to continue the rest of the install process.
Note that Salesforce does not allow us to manage sandbox installations past the trial period. To continue using GridBuddy after the trial, you will need to reinstall GridBuddy into your production environment.
How do I install ReadyGrids into my sandbox or existing org? Pre-configured ReadyGrids streamline the ways you work with CRM data in Salesforce. 18 pre-built grids include common Sales, Marketing and Customer Success use cases such as Account, Opportunity, Forecasting, Lead and Task management functionality. These grids will automatically be installed into any new sandbox or new orgs after July 1, 2019.
How does the free 30-day trial work? All you need is a Salesforce.com account. No credit card or payment of any kind is necessary to start the trial. Just install GridBuddy from the AppExchange, and you will automatically be granted a free 30-day trial for up to 10 users.
How do I use GridBuddy after the trial period? Email us at [email protected] to complete your purchase.
What types of payment do you accept? Currently we accept Visa, MasterCard, American Express and Discover. We do not accept PayPal. Invoicing and payment by company check is available for annual subscriptions. Please contact us for more information.
Got terms of service and privacy policies? Here are our Terms of Service. Since we do not store any of your data, your privacy is governed by Salesforce.com’s privacy policies.
How much does GridBuddy cost? GridBuddy is priced per user and we offer multiple tiers based on the volume of users in your org who are using GridBuddy. Please contact us at [email protected] for details. Quarterly and annual subscriptions are available.
Is there a minimum number of GridBuddy licenses I need to purchase? Yes, there is a 5 license minimum to purchase GridBuddy.
How do I add or subtract users, or cancel my subscription? If you are in the trial period, the subscription has not started, and you can manage up to 10 users. If you have already purchased GridBuddy licenses, simply email [email protected] for account changes. We will respond to your request immediately.
How easy is it to set up GridBuddy? It’s easy! See our setup steps here.
Is my data safe with GridBuddy? GridBuddy is a 100% Force.com application that has passed Salesforce.com’s security review. GridBuddy does not store any information outside of the Force.com platform, so you can be sure that your data is as safe and secure as it is in Salesforce.
What browsers does GridBuddy support? You can use GridBuddy with any browser that Salesforce.com supports, including Internet Explorer 7 and 8, Firefox 3+, Safari 4+, and Chrome 4+.
Have questions before you sign up? If you have questions about GridBuddy or the sign up process just contact us at [email protected], and we’ll get right back to you.
Can I try GridBuddy before I purchase it? Yes. Install GridBuddy from the AppExchange as the System Administrator: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAK. You will automatically receive a free 30-day trial for up to 10 users. No credit card or payment of any kind is necessary to start the trial.
Can I bypass the 30-day trial? Yes, please email us at [email protected] to complete your purchase.
Can I purchase GridBuddy if my billing address or credit card issuer is outside the U.S.? Yes, please email us at [email protected] to complete your purchase.
When I’m ready to purchase how do I keep the grids I made during my trial? Email us at [email protected] to complete the purchase.
My trial of GridBuddy just ended and GridBuddy’s tabs are gone. How do I purchase GridBuddy now? Please send an email to [email protected]. The grids that you defined during your trial period will be available after you purchase GridBuddy.
If you installed GridBuddy in your sandbox we cannot extend your trial nor can you move your grids into your production environment. This is a Salesforce issue.
How much do GridBuddy upgrades cost? GridBuddy upgrades are free.
How do I get the latest version of GridBuddy? You can get the latest version of GridBuddy from the GridBuddy AppExchange listing: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAK. Click “Get it Now” and follow the install instructions. Your existing grids will remain intact after installing the new version.
How do I buy more GridBuddy licenses? If you have already purchased GridBuddy licenses and would like to buy additional licenses, please email us at [email protected] with the number of additional licenses you’d like to purchase.
How do I cancel my subscription? Simply email us at [email protected] for account changes.
Can I create new objects from the Grid if I did not select any required fields in the Grid Wizard? GridBuddy will automatically append all required fields needed to save an object when creating new records from the Grid, even if you did not select these fields in step 2 of the Grid Wizard.
Why do I get an “internal server error” when I click the Grid Wizard tab? This is a known issue with Salesforce when the “Show View State in Development Mode” option is checked under Personal Information. The solution is to uncheck this box. To uncheck this box, click your name and go to Setup > My Personal Information > Personal Information. Click Edit, then uncheck the box next to “Show View State in Development Mode” which is in the right hand column. Finally click Save.
Why do I receive the error “No such column…custom object has not been deployed” when accessing the grid? Custom objects are not deployed by default when you install an AppExchange package. If custom objects have not been deployed, users will see an error message when they access a grid. The error message will reference a custom field and end with:”[custom fields are] not visible to the user because the custom object has not yet been deployed.”
To remedy this error, you will need to deploy package components. Please refer to page 9 of the Winter 11 documentation (linked below) for more information: https://na7.salesforce.com/help/doc/en/salesforce_appexchange_install_guide.pdf
Why does my GridBuddy Editable Related List on a Record Detail page appear as a pop-up?
Turn off “Development Mode” for your user record. If you are experiencing this error in Internet Explorer, you may need to modify your IE settings:
- Click tools > Security > Internet
- Click “Custom Level”
- Select “Launching programs and files in an IFRAME” > enable
Why do I receive the error “line #:### no viable alternative at character ””? This is a known issue that has to do with including a picklist on the grid that has a value with a semi-colon in it. We suspect this is a Salesforce bug because they did not allow semi-colons to be included in picklists until recently, and there is cause to believe that they now allow this inadvertently.
The workaround is to alter your picklist values so that there is no semi-colon included. If this is not a viable workaround for you, please contact [email protected], and describe how this issue is preventing you from performing your use case. We will look into a solution for this issue provided we have proper justification.
If this is not the cause for this issue, please email [email protected], and describe your grid configuration so we can further assist you.