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Enterprise Visual AI Insights Navigator

Turn Salesforce Data into Intelligent, Actionable Visual Workspaces.

Overview

Turn Salesforce objects into visual, insight-driven workspaces with advanced views, calculations, and in-context enterprise data visibility. Display data from backend systems(SAP, NetSuite, Workday, SnowFlake, EPIC, Oracle, JDE on a Zero copy basis

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See How Enterprise Visual AI Insights Navigator Works

  • Transform Data into Visual Workspaces

  • Advanced Data Visualization Use conditional formatting, grouping, subtotals, and multi-tab layouts for deeper analysis.

  • Real-Time External Data Integration Surface ERP and external data directly in Salesforce—no data duplication required.

  • Faster Decision-Making Enable users to act quickly with contextual, real-time business insights.

  • Enhanced Productivity Replace traditional list views with interactive, user-friendly experiences.

  • Powerful Filtering & Customization Advanced filters, pinned columns, and personalized layouts for every user.

  • Cross-Functional Use Cases Built for Sales, Service, Operations, Finance, and more.

  • No-Code / Low-Code Configuration Easy setup and customization without heavy development effort.

Enterprise Visual.AI Insights Navigator transforms standard and custom Salesforce objects into intelligent, highly visual workspaces that improve productivity and decision-making. Go beyond basic list views with conditional formatting, grouping, subtotals, advanced filtering, pinned columns, multi-tab layouts, and user-friendly calculated insights. Surface ERP, operational, or external data directly inside Salesforce without unnecessary data replication, so users can act with full context where the work happens. Ideal for sales, service, operations, inventory, finance, and any team that needs faster answers from live business data.

Categories

Business Needs
Sales
Collaboration
Enterprise Resource Planning
Industries
Horizontal Product
Personas
Architect
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Managed Package
Lightning App Builder

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