A spreadsheet-like feel in Salesforce
May 26, 2021

A spreadsheet-like feel in Salesforce

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with GridBuddy

It is predominantly used by our operations team. It gives a spreadsheet-like feel to Salesforce where it is fairly quick and easy to enter multiple rows of data quickly. We have another team in logistics that essentially uses it as a filtered, editable report which is easier than opening each record in a new tab.
  • Quick data entry.
  • Filtered, editable report-like structure.
  • Spreadsheet-like feel.
  • There is a limit of about 40 fields that can be added to a grid.
  • Efficiency.
  • Productivity.
  • Time savings.
We looked at Conga's Grid product as well. We chose this one because someone from our team had used it previously. Which gave us a little more confidence in being able to implement and manage the product easily.
A process where you would like to be able to edit a report in-line or a process where you need to enter or manage data similar to how you work in a spreadsheet have been the ideal use cases for our teams. You can also embed these as tabs to make it easy to navigate to.