Get Your Grids Mobile-Ready With GridBuddy’s Best Practices

Are your end users refusing to use their phones and tablets to make Salesforce updates on the fly? Perhaps their argument is that the Salesforce app isn’t the most user-friendly of tools. But I bet if you give them mobile-ready grids, they might change their minds.

You can access grids from any mobile device using the Salesforce mobile app, or just from a regular browser. Your end users could get started now, with the grids you’ve already built. But we would recommend making some new mobile-specific grids before setting your mobile users loose. That way they have the best possible mobile experience from the start, which will improve user adoption.

Curious, but don’t have the grid app? Download GridBuddy from the Salesforce AppExchange or contact us for a demo.

Best Practices for Using Mobile-Ready Grids

Ready to create some mobile-optimized grids? First things first, set expectations. Make sure your mobile users know they won’t be doing all their work from their phones. Mobile-ready grids should be used for basic updates they want to make – things like taking notes, planning next steps, etc. Larger updates should be saved for when they’re back at a computer.

The reason for this recommendation is because mobile grids should only have three or four fields across the top. This way, your end users don’t have to scroll left and right. Nobody likes horizontal scrolling. Similarly, mobile grids should only show five to ten records per page. Mobile users don’t have the time or patience for more than that. The point is to keep the experience as streamlined as possible and make updates on the go easier.

This shows an Opportunity record expanded to show the Contact child object - this Opportunity has one child object already associated to it

This shows an Opportunity record expanded to show the Contact child object. This Opportunity has one child object already associated to it.

This shows the child Contact record expanded

This shows the child Contact record expanded.

Use Data Cards with Mobile-Ready Grids

Another crucial feature to use in mobile grids are the Data Cards. Grids are not responsive to screen size, which means that the columns specified in the Grid Wizard will remain visible no matter how large or small the device that views the grid. However, Data Cards are responsive. This means you can create a mobile-friendly grid with only three columns across the top, and place all the additional fields you need into the Data Card. This area will widen as needed depending on the viewer’s screen size. (Don’t put too much in there, though!)

This Opportunity record has its Data Card expanded to show additional fields within the single record

This Opportunity record has its Data Card expanded to show additional fields within the single record.

The yellow represents a new unsaved record that uses the Data Card feature

The yellow represents a new unsaved record that uses the Data Card feature.

Use Conditional Formatting

Conditional formatting is a nice way to make your grids even easier and faster to use on a mobile device. Using conditional formatting gives end users a quick visual alert for the fields they need to take action on. For example, the color red could tell them that a close date is in the past, and green highlighting could represent a close date scheduled to close today.

The red and yellow colors are controlled via conditional formatting set up in the Grid Wizard step 2

The red and yellow colors are controlled via conditional formatting set up in the Grid Wizard step 2.

Another conditional formatting example shown

Another conditional formatting example shown.

Use a CSS Extension to Hide Unnecessary Features

You could add a CSS extension to your mobile grid to hide unnecessary features that your mobile users won’t need for on-the-go mobile updates. This helps keep the grid simple and light, less top-heavy. For example, many customers have hidden the object name from the top of the grid. Others choose to hide the “more” button, the “show” button and the action ellipses. It’s up to you to decide what you want to hide and show via this extension.

This is an Opportunity grid where all unnecessary buttons have been hidden

This is an Opportunity grid where all unnecessary buttons have been hidden.

Get Ready to Go Mobile

Finally, know when it makes sense to use mobile-ready grids and when it doesn’t. As mentioned before, mobile-friendly grids are great for smaller updates on the go. You wouldn’t configure new grids or add fields to an existing grid from a mobile device. For one thing, mobile devices are just too small. Save config updates for when you’re at a computer.

Also, make sure your end users know what GridBuddy features are not available on mobile. The Grid Wizard, the Grids tab, column sorting, batch and global actions, user-defined filtering, export, mass create, and mass update are only available to computer users.

Once you’ve created a few mobile-ready grids, you can add them to your Salesforce mobile app. Just follow the instructions provided in the GridBuddy User Guide and you’ll be ready to go mobile!

 

 

 

 

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