There's a Grid for that!

Our customers have been giving us some great feedback about how they have saved time and money using Grids by RavenApps, below we share some of these Grid ideas that will delight your Salesforce users.

 Opportunity Forecasting

In standard Salesforce to update Opportunity Line Items requires clicking into many seperate screens. With Grid by RavenApps you simply add and update Opportunity Lines Items directly on your Opportunity Page.

You can also do this for Salesforce Quote Lines and CPQ Quote Lines.

Campaign Members

In standard Salesforce to add and update Campaign Members requires clicking into seperate screens. With Grids by RavenApps you can do this all on the Campaign page.

Campaign Member Status

In standard Salesforce Campaign Member Statuses must be update through clicking in each campaign screen and updating 1 by 1. You can do this all in a single screen with Grids by RavenApps.

Viewing & Updating Files

In Standard Salesforce to view and update Files across child records requires clicking between many screens. Using Grids by RavenApps you can view, upload and remove files from child records all in one screen.

This example shows the Account page with Files from all Opportunities but this could be updated for any parent child relationship.

Project Collaboration

In standard Salesforce creating and editing multiple child records would require many clicks and new screen loads. Using Grids by RavenApps you can do this all on one screen, this example is for a custom Project object.

These are just a few examples of ways in which Grid by RavenApps saves our customers time and money. If you need any assistance to see how you can save time and money then reach out to us here or email us at [email protected].