Grid - Admin Cockpit

As a Salesforce admin, GridMate provides you with the GridMate Cockpit, enhancing security by efficiently managing access and securing fields and actions, while also facilitating the maintenance of user grids and filters.

Enable Admin Cockpit

To effectively utilize the GridMate Cockpit acquire the GridMate Cockpit User Permission Set.

Field Access

Field Access feature enables admins to secure the field access of any object for a profile or a specific profile. The video below is a step-by-step tutorial to learn how to use the Field Access👇.

Action Access

As an admin, the Action Access allows securing actions on a User Grid. The video below is a step-by-step tutorial to learn how to use the Action Access👇.

To manage access for core actions like mass edit, they should be configured as custom metadata types using the names below:

• gmpkg_modalEdit : to control modal edit

• gmpkg_inlineEdit : to control inline edit

• gmpkg_massUpdate : to control mass update

• gmpkg_modalCreate : to control modal create

• gmpkg_inlineCreate : to control inline create

• gmpkg_massClone : to control mass clone

• gmpkg_massDelete : to control mass delete

Below is an example for modal edit action:

<?xml version="1.0" encoding="UTF-8"?>
<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    <label>gmpkg_modalEdit</label>
    <protected>false</protected>
    <values>
        <field>Metadata__c</field>
        <value xsi:nil="true"/>
    </values>
    <values>
        <field>Sobject__c</field>
        <value xsi:nil="true"/>
    </values>
</CustomMetadata>

User Filter Maintenance

User Filter Maintenance enables a Salesforce admin to manage all the created filters within the org. The video below is a step-by-step tutorial to learn how to use the User Filter Maintenance👇.

User Grid Maintenance

User Grid Maintenance empowers admins to manage User Grids at the org level. User Grid can be imported from another org or exported to another one. The User Grid is exported like a Salesforce metadata component (JSON format) and therefore can be modified with widely used tools like VS Code before importing back. The video below is a step-by-step tutorial to learn how to use the User Grid Maintenance👇

Adoption Dashboard

GridMate's Adoption Dashboard is a feature-rich tool that evaluates user engagement and behavior within GridMate components by recording and displaying interactions. This dashboard improves interaction monitoring across different components. The interaction tracking framework can be used for custom and managed component from the app builder or from the code.

Out of the box, a production ready dashboard is provide to analyze interactions by component type, by actions...The dashboard can be cloned to address any gap.

User Interaction Setup

To effectively utilize the Adoption Dashboard from the GM - Admin Cockpit page, assign the GridMate Cockpit User Permission Set to the desired user(s).

Enable Interaction Telemetry in the Telemetry Settings at the org level or per user/profile. With this flexibility admin can track a subset of users during a rollout period.

Interaction Monitor Setup

In addition to Interaction Telemetry activation, the admins have to configure the GM - Interaction Monitor Utility bar. Using the Utility Bar gives the flexibility to track only a specfic lightning app. Below are the steps to configure it:

1. Go to Setup and on the quick find box search for App Manager

2. Select the lightning app to which you want to add the GM - Interaction Monitor, then click Edit.

3. Click on Utility Items, and search for GM - Interaction Monitor

4. Select GM - Interaction Monitor and configure the Utility Bar as below:

   • Label : (‎‎‎‎‎‎‎‎ㅤ)

   • Icon : No icon

   • Panel Width : 1

   • Panel Height : 1

   • Start automatically : Checked