GridBuddy - Easy to use, great time saver
Updated May 19, 2021
GridBuddy - Easy to use, great time saver
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with GridBuddy
GridBuddy is used by myself (Director Sales Operations) and our VP Marketing.
We use GridBuddy to clean up data, make mass changes, [and] update loads of information in SFDC all at one time.
A simple example is when we have [a] change or move of a Sales Rep, or a new Sales Rep. In a matter of minutes, I can move the ownership of all needed Opportunities, Leads, Contacts and Accounts to the new person. What I particularly like about GridBuddy is the both the real-time nature of it and the visual nature of it. As opposed to using Dataloader for such data manipulations, which is not visual (I can't see the changes as they happen) and done in batches rather than real-time in front of my eyes.
We use GridBuddy to clean up data, make mass changes, [and] update loads of information in SFDC all at one time.
A simple example is when we have [a] change or move of a Sales Rep, or a new Sales Rep. In a matter of minutes, I can move the ownership of all needed Opportunities, Leads, Contacts and Accounts to the new person. What I particularly like about GridBuddy is the both the real-time nature of it and the visual nature of it. As opposed to using Dataloader for such data manipulations, which is not visual (I can't see the changes as they happen) and done in batches rather than real-time in front of my eyes.
Pros
- It's visual, with all of the data you need to change is right there in front of your eyes.
- It's real-time, you can see the change right when you make the change.
- Ease of use. Once you have your grid setup, it's a piece of cake.
- I like that you can make related objects to the primary object in the Grid, in order to make some rather deep changes to data that would be done one-at-a-time in the normal SFDC interface.
Cons
- I would like to see the limits increased on the number of records that can be edited in some of the objects. Many have a limit of 50 at one time (per page) and if I have to change 1000 records then I have to do the same thing 20 times in a row.
- Sometimes I find it a bit difficult to get the fields from a related object (related to the primary object) into the grid. Sometimes the "connection" to the primary grid is a bit confusing.
- That's really it. Everything else I like GridBuddy.
- Efficiency.
- Productivity.
- Time savings.
- The Sales VP's are very pleased when I can move ownership of records around so quickly.
Conga has somewhat similar product, but it's much more difficult to use.
Using GridBuddy
2 - Both of us are Salesforce Admins
2 - The same two Admins
- Very quickly updating/moving ownership of Opportunities, Leads, Accounts and Contacts when a new person is hired or there are changes (moving around of Sales Reps)
- Making quick updates/changes to big (lots of) records at one time, like price changes and product changes.
- Adding/Enhancing information quickly across a long list of filtered records at one time. Like adding information to all of the Leads just created by Marketing.
- Quick price updates to a long list of product records
- Updating Product Options in Salesforce CPQ, quickly on a long list of records
- Adding new information to a long list of records that didn't exist before, without having to do a "dataload".
- GridBuddy is so much easier and quicker and more immediately visual than using Dataloader.
- We continue to add new Marketing information (new fields) to Assets and Opportunities, to new fields. Doing this with GridBuddy is a snap.
Evaluating GridBuddy and Competitors
Yes - For the most part, I use GridBuddy for many actions that I used to use Dataloader for.
GridBuddy is a very valuable tool.
GridBuddy is a very valuable tool.
- Product Features
- Product Usability
- Prior Experience with the Product
Product Usability:
GridBuddy is VERY easy to use. The visual, real-time nature of being able to make mass changes/edits/updates all at once is the most critical and best feature of GridBuddy.
GridBuddy is VERY easy to use. The visual, real-time nature of being able to make mass changes/edits/updates all at once is the most critical and best feature of GridBuddy.
I wouldn't change anything. I selected GridBuddy.
GridBuddy Implementation
- Implemented in-house
Change management was minimal
GridBuddy Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I did not purchase premium support. I did not need it. GridBuddy is very easy to setup and use.
When I first started using GridBuddy, I need to create a grid that used fields from the Primary Object, a secondary related object and another object related to the previous related object (3 levels deep, so to speak). I contacted Validity for support and was helped quickly and effectively with this request.
Using GridBuddy
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Setting up a Grid with the fields from multiple related objects
- Filtering the Grid to see the records that I need to adjust
- Making Mass Changes to a long list of records, real-time and immediately visible to see
- I haven't found any
Comments
Please log in to join the conversation