Enterprise Visual AI Insights Navigator
By B2B-Matrix
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2026
About Enterprise Visual AI Insights Navigator
Turn Salesforce Data into Intelligent, Actionable Visual Workspaces.
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.
Highlights
- 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.
Screenshots
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Revenue Cloud
- Salesforce editions
- Essentials
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 4, 2026
- Industries
- Horizontal Product
- Languages
- English