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GridBuddy: Excel for Salesforce and more
July 13, 2020

GridBuddy: Excel for Salesforce and more

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with GridBuddy

We are using GridBuddy to view a lot of Salesforce data in a quick, easy-to-use and editable view. It essentially translates Salesforce data into an in-client Excel spreadsheet, allowing us to edit and review data quickly without creating cumbersome and uneditable Salesforce reports. Displaying these grids directly on a page layout for an object has also streamlined this process, as we can review many donations and opportunities easily without leaving the screen.
  • Mass editing of Salesforce data.
  • Displaying related list data on a page layout.
  • Easy review of data in-line with other information.
  • User interface looks a bit outdated.
  • Too many related objects in the list causes the layout to look offset.
  • Grids take a while to set up and load.
  • Increased productivity.
  • Increased adoption of related objects in Salesforce such as tasks.
GridBuddy is great to review a lot of data in a quick and easy screen and embed that information on page layouts. For example, we use it to review opportunities, tasks, and other pieces of information that there are tons of to allow for mass editing/adding of information. It is also helpful to display that information on the contact record, allowing for us to mass-edit in-line related list data, which is not possible in regular Salesforce.