Package Setup

Installation procedure

The following sections outline the steps required to start to use the GridMate components on your Salesforce lightning pages. GridMate is available to install from the Salesforce AppExchange.

Before installing from AppExchange it is recommended to follow any required recommendations for your particular Salesforce organization in relation to installing packages. Refer to the Salesforce documentation for more details - Installing a package

1. Visit GridMate Listing on the AppExchange

2. Click Get It Now and follow the instructions presented

3. Install GridMate for Admins only

4. Click Done When installation has completed

After the installation has been completed, the following deployment steps are required.

Users accessing the GridMate components also need to be assigned to a profile or a permission set that has been granted the permission ‘API enabled’. Refer to the Salesforce documentation for more details Profiles

Rest API Enablement

API Enabled should be checked in the permission (Profile or Permission Set) to use GM - RelatedList Grid/GM - ListView Grid. GridMate uses Rest API to fetch the metadata (Layout/ListView...).

Permission Set Assignment

Each GridMate user should have GridMate User Permission Set. This Permission Set grants all the needed permissions to see and use GridMate components.

Package License Assignment

Each GridMate user should have a license assigned as explained in the video below. The license assignment is available only for production org.