Challenges :
Users today need to access information quickly and intuitively. But, a common problem experienced by many users is that it takes too many clicks to get to the information they need and to update records. That’s a frustrating experience for users that creates a major adoption roadblock.
Benefits :
1.The grid structure provides a much-needed way to visualize and update data.
2.Gridbuddy is native to Salesforce and gives users the integration they need to manage data without Excel.
3.This is all about consolidation and not having to drill down to multiple levels with multiple clicks.
| Purpose | Gridbuddy for Salesforce displays data in an Excel-like form from a parent-level page, which eliminates the need for multiple page loads to edit related data, and you can edit up to 5 related objects in the same view. This means users can edit related data faster and easier on one page. |
|---|---|
| Application | Gridbuddy |
| Version | June 2016 – 4.9 / 4.9.0 |
| Information | Salesforce > Gridbuddy |
| Volumes | ~10/Days |
| Process | 1.See Related Data in One View 2.Work with Relevant Salesforce Data 3.Act on Multiple Records at Once |
| Schedule | Manually |
| Complexity | Medium |