A spreadsheet-like feel in Salesforce
May 26, 2021
A spreadsheet-like feel in Salesforce
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.