Package Setup
Last updated
Last updated
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
Visit GridMate Listing on the AppExchange
Click Get It Now and follow the instructions presented
Install GridMate for Admins only
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
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...).
Each GridMate user should have GridMate User Permission Set. This Permission Set grants all the needed permissions to see and use GridMate components.
Each GridMate user should have a license assigned as explained in the video below. The license assignment is available only for production org.
