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Can you refer something how we can show some object records as a Grid on Community Page and do we need to give some additional permission to the Community User?
Thanks.
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How are people using the "Forecast View" with Line Item Schedules? Testing out GridBuddy for this use case and even with the Summer '19 functionality on the object bringing it closer to being first-class, I'm having trouble even replicating the Product Name grouping shown here: https://appbuddy.com/forecast-data-without-leaving-salesforce/ Getting the grid to group by Account or Opportunity looks like it will require code (or Flow tricks) to just populate those values, unfortunately, but that's not GridBuddy's fault.
Is it possible to set values when users create new records? I'm creating a tabbed grid for a child object, where each tab represents a different record type. Depending on the record type, I'd like to set values for the child records so my users don't have to, like the record type. Is that possible?
1 comment
Hi Micah,
Thank you for your post. I would like to collect more details around your use case. If you don't mind, I'll reach out to you directly.
Thanks,
Robin
Another question. Is there a way to setup a grid that allows a user to change the owner of an entire series of tasks rather than an instance of the occurrence?
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The Mass Update functionality is a great way to update the owner of Tasks. You can build a grid with Tasks or Recurring Tasks as the parent object and related it to Contacts (for example). You can filter by Rep to make it easier to re-assign ownership. If you would like us to take a more in-depth look at your setup, please contact us at support@appbuddy.com. We're happy to help!
Is there a way to show the sidebar on the native Grids tab? My users prefer to have it visible.
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Hi Mary,
Thanks for your inquiry! In step 1 of the Grid Wizard you can choose to have the sidebar displayed by clicking on the "Show Sidebar" checkbox for your end users. This will enable the sidebar functionality for each grid.
Should you run into any challenges or have additional questions. Please contact our Customer Support at
support@appbuddy.com.
Thanks again!
Salesforce Lighting is an incredible tool for selling faster than ever. With collaboration and marketing automation built right into Sales Cloud, you can turbocharge your sales at every stage, from lead to cash.
But change is hard for most people and transitioning your users to the Lightning Experience can be intimidating because it’s completely new to them. How you help users transition while maintaining your existing customizations can make or break your adoption and success.
Join AppBuddy and implementation partner, Zen Cloud Technologies, for 30 minutes of in-depth discussion and insights covering the top success factors you need to know about making a successful transition to Lightning and how GridBuddy can smooth that transition.
Thursday, March 30 at 10AM PST
Can’t make it? Register anyway and we’ll send you the recording!
What you'll learn:
- How to assess your organization for the transition
- How to work around features not supported in Lighting Experience
- How to plan the transition
- The lessons learned from other customers that have made the transition with GridBuddy
Speakers are:
Shannon Schupbach, Director of Delivery @ AppBuddy
Chris Fellows, Salesforce Architect & Managing Partner @ Zen Cloud Technologies
Please join us tomorrow for our GridBuddy 5.2 release webinar! We will be showcasing:
+Data Cards: A collapsible section that can hide other fields so you avoid horizontal scrolling
+Quick Filters: Configurable filter buttons at the top of the grid for simple and smart filtering
+Custom Code Integrator: An easy-to-use code editor to customize grids to meet complex enterprise requirements
+Editable External Objects: Save time and edit Salesforce Connect® data just like any record, no need to work separately with external sources
We hope to see you there!!
[GridBuddy Community Webinar] AdRoll’s Secret for Keeping Sales Data Accurate
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Join AppBuddy and AdRoll on January 12th at 11 a.m. PDT for an in-depth look at “AdRoll’s Secret for Keeping Sales Data Accurate". You won't want to miss this opportunity to learn how to increase sales process consistency, take your skills to the next level, and get the most out of GridBuddy!
We'd like you to join us for our GridBuddy Community Webinar starting this Thursday, November 17. As a kickoff to our "Success Stories" series, our team will share insights on the issues encountered managing the customer life cycle in Salesforce, and proven data management solutions that lead to optimal system health.
Join our upcoming webinar called: “Solving Salesforce’s Biggest Challenges”.
Kicking off the series is Pat Cameron, Director of Customer Success, and Marc Aubin, AppBuddy Co-Founder and CEO, for a comprehensive look at how companies struggle to make effective use of their data and how GridBuddy solves that problem.
Topics include:
- Why managing the customer life cycle is a challenge in Salesforce
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This will be an action packed webinar you don't want to miss!
Please join AppBuddy and learn about how enterprise businesses are not only reducing clicks in Salesforce, but driving adoption that leads to system success.
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