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Enterprise Visual AI Insights Navigator

By B2B-Matrix

Turn Salesforce Data into Intelligent, Actionable Visual Workspaces.

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Free

Never requires payment

Pricing Details

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Industries: Horizontal Product

Business Need: Sales
Collaboration
Enterprise Resource Planning

Requires: None

Compatible With: Sales Cloud
Service Cloud
Revenue Cloud

More Details

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

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: None

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Sales Cloud
Service Cloud
Revenue Cloud

Salesforce Editions: Enterprise
Unlimited
Developer
Essentials

App Details

Version: Enterprise Visual Insights Navigator/June 2026 0.16.0
Listed On: 08/04/2026
Latest Release: 08/04/2026

Supported 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

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 3
Custom Tabs: 2
Custom Apps: 0

Lightning Components: Global: 1
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

0.14.0

Last Reviewed Date

08/04/2026

Additional Details

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.

Need help?

B2B-Matrix

Palo Alto, CA

Happy to support getting it set up in your Sandbox and enabling it for your use case

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