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 and Enable Grid Security in DataGrid Preference Settings.

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👇.

Field Access is applied only at the grid level is doesn't apply on the record page.

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👇.

Action Access is applicable only for User Grid. It doesn't affect other grids like GM - FieldSet Grid, GM - RelatedList Grid,...

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👇

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