Kelly Lam

Recent Posts

Create Breadcrumb with a Formula Field

By Kelly Lam | May 8, 2015 9:26:00 AM

Have you ever gotten lost in the Account hierarchy? With a formula field, you can create a breadcrumb to keep track of where you are. 

It will look something like this: Acme Parent account > Acme Account > Acme Sub Account 

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Launch a Grid from a Dashboard Component

By Kelly Lam | Mar 15, 2015 9:45:24 PM

You can configure dashboard components to launch GridBuddy grids. This makes it easy to drill into the dashboard data so you can see and act on the details. Setting this up is simple:

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Simple Tabbed View of Grids embedded on an Account Detail Page

By Kelly Lam | Mar 12, 2015 6:34:00 PM

When embedding grids on an Account detail page, we found with many of our customers that one grid isn't enough. Today, we're going to step through the process of embedding a tabbed view of grids on an Account detail page. This is combining solutions from 2 of our previous blog posts: Embedding a Grid on an Account Detail Page and Create a Simple Tabbed View of Grids

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Create a Simple Tabbed View of Grids

By Kelly Lam | Dec 19, 2014 11:34:00 AM

One of the most popular use cases for GridBuddy is to create a tabbed view of a few of your favorite grids. The following example will give you a good overview of your oppties filtered by various close dates, using a single grid. This setup is ideal for a pipeline review meeting.  

The first 5 tabs point to the same grid, named Oppties, but the grid is filtered dynamically on the Close Date field using relative dates, through the use of the "fpf" and "fpv" parameters. 

To create your own tabbed view, just create a new Visualforce page using the example code below. Replace the grid names highlighted in red with your own grid names. You can also replace the tab labels highlighted in red below to something your users are more used to.

You can make this page accessible to your users as a custom Visualforce tab, custom Web tab, a custom link or button.

That's it! We've created a tabbed view of our favorite grids. Stay tuned for more tips and tricks on our blog.

Example code: Read More >

Create a tabbed view of grids

By Kelly Lam | Nov 13, 2014 6:06:00 PM

One of the most popular use cases for GridBuddy is to create a tabbed view of a few of your favorite grids. In this example we'll have a number of Opportunity grids filtered by their expected close date. This page will give you a good overview of your oppties with 6 grids on one page. This setup is ideal for a pipeline review meeting. See example code below with comments and read on to learn step-by-step how to create your own tabbed view.

Example code: Read More >
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