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GridBuddy

Name: GridBuddy
Rating: 4.5 (2 reviews)

By AppBuddy Inc

1225 Interested

Highlights : About GridBuddy

Create new records inline

Delete multiple records at a time

Editable related lists

Export data within Salesforce

Configure custom action

Custom buttons

Mass edit for single or multiple objects

About GridBuddy

GridBuddy is a cloud-based customer relationship management solution that helps businesses of all sizes manage their sales pipeline. It can improve Salesforce productivity for project managers, customer service agents and sales representatives. It includes data editing on multiple records through grid embedding and recording detail pages. GridBuddy allows users to display data on a spreadsheet-like view, which includes inline editing, records creation, mass updates and deletion. The conditional formatting module of the tool provides users with the added benefit of color-coding configuration and setting predefined rules.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Mass edit for single or multiple objects

Excel-like interface

Edit existing records directly inline

Create new records inline

Delete multiple records at a time

Mass update values across related records

Editable related lists

Report-like hierarchical view of records

Edit fields that you can't in Salesforce

Multi-object, cross-object filters

Export data within Salesforce

Multi-select picklists and lookup fields

Grid setup and configuration

Launch common Salesforce actions

Configure custom action

Filter list views, quick filters and user-defined filters

Usable with all Salesforce business processes

Custom buttons

Solutions for sales, project management and service

GridBuddy Add-Ons

Benifits

Mass Edit Objects

Edit up to 5 related objects in the same view, without having to click around to other pages.

Spread-sheet Views

Manage rows of records in a spread-sheet like interface. Features include inline editing, inline record creation, mass updating, inline creating, and mass deleting.

Support for Salesforce Features

All data types, validations and workflows defined in Salesforce work in GridBuddy also, including lookup filters, field level security, object level security, sharing rules, and picklists.

List View Editing

You can edit multiple record types within a single list view. Edit fields that you can't edit in Salesforce list views like Opportunity Stage and Close Date.

Filter Salesforce Data Across Multiple Objects

Apply multiple filters to multiple objects, filter by ownership conditions, field conditions, field formulas for date, datetime and user data types, boolean filter conditions, multi-column sorting and more

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