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Universal Data Grid: Bulk In-Line Editing, Rapid Configuration, Intuitive UI

Simplify Data. Accelerate Execution. Deliver Results.

Starting at $1,000   USD/Org/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Lead & Opportunity Management
Dashboards & Reports
Data Visualization
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

Highlights

ACCELERATORS Anchored by the UDG, the Accelerators are designed to quickly improve usability, performance & efficiency for any client using Salesforce, with specific packages focused on improving outcomes for Revenue Cloud customers. Endless use cases!

EXCEL-LIKE UX Switch objects without leaving the page. Upgrade all related lists with one component. Save personalized views. Mass edit with partial success. No-code setup. Use in: Lightning App, Home, & Record Pages, Screen Flows, and Experience Sites.

ADVANCED FILTERING + SORTING Filter, sort, and manage larger datasets directly from the grid for faster decisions without drilling into record after record.

AD‑HOC FIELD CONTROL Enable users to add/remove fields (within their existing Salesforce permission set) to create smarter, purpose-built “panes of glass” for roles and workflows—without waiting on page layout changes.

UNIVERSAL DATA MANAGER Give users an efficient way to browse objects they have access to, save views, and take action from a single grid experience.

FLOW‑READY AUTOMATION Embed grids inside Salesforce Flows and launch flows from grids to streamline high-volume operational work.

CPQ ACCELERATORS Modernize Salesforce CPQ with high‑performance experience for large quotes, amendments, renewals, approvals, and contract consolidation. Designed to eliminate performance bottlenecks in enterprise environments.

RAPID TIME‑TO‑VALUE Designed to be implemented quickly (often within a day or two) with handoff to the customer’s Salesforce admin team and an intuitive UX that allows widespread user adoption.

SALESFORCE‑NATIVE SECURITY Designed to run entirely within the customer’s Salesforce environment—no external data hosting—while respecting Salesforce’s security model (e.g., field-level security).

Provider Details

Craton Innovations LLC
Missoula, Montana

We are a dynamic team of innovators, operators, and problem solvers, dedicated to helping enterprise clients, ISVs, investors, and the next generation of talent successfully navigate the complexities of the quote to cash ecosystem. Harnessing deep domain expertise, scalable consulting best practices, and unprecedented talent development opportunities, Craton Consulting provides a unique, timeless, and informed opinion on managing customers and revenue in rapidly changing environments. Our in-house expertise is further enhanced by the broad capabilities of our Advisor Network. The Craton Advisor Network operates as a fractional, precision C-Suite, offering insights and recommendations to guide your business through the noise.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Starting at

$1,000 USD/Org/month

Lowest Starting Price