GridBuddy

GridBuddy is an app which makes any business process in Salesforce simplified by combining all needed data into a unified, intuitive, and actionable user experience. With GridBuddy users can combine any data and that way consolidated business process view in Salesforce can be created, comprised of multiple objects from any business domain. It updates records quickly.

This app by using an intuitive editing experience saves time and avoids costly clicks and page navigation. With simple and no code deployment users can quickly roll out with point-and-click configuration. GridBuddy supports most standard objects and all custom objects such as Salesforce, the Service Cloud Console, Portals, Communities, Salesforce1, and Lightning.

It offers many features to users such as: definig grids using a 3-step wizard, filter records on a per objects basis, order records on a per objects basis, accessing record detail pages directly from the Grid, accessing Grids from a custom link or tab etc. In addition to the following objects GridBuddy supports all custom and external objects such as account, account contact role, account partner, community, idea, event etc.

There are many ways which can help users to improve business process. These ways are Opportunity Management where mass updates to sales opportunities in Salesforce can be made in order of increasing the accuracy of pipeline forecasting. For example NetApp uses GridBuddy for updating contacts, related information, opportunities etc. Second way includes Account Planning where users can get a consolidated view of data sets related to account planning and update that data in the same grid workspace.

Lead and Campaign Management – reference leads and contacts can be crossed in the same grid in order of scrubbing leads and reducing duplicate entries. Case Management- reference standard objects can be crossed in one grid and these records can be updated at same time.