AI-Powered Data Grid for Salesforce

AI-Powered Data Grid

for Salesforce

Ask Salesforce anything. Discover what matters most.

AppGrid pairs a powerful Salesforce data grid with AI — your teams get answers to important business questions with a click. Your business immediately becomes more efficient, productive and effective.

View AppGrid Demo

View AppGrid AI Demo

What’s new

New in AppGrid

AppGrid AI

AppGrid AI acts like an intelligent assistant — ask a question and have the results displayed in the grid, ready to view, filter, and operate on. Get recommendations, analyze relationships, and surface context instantly.

Rules engine

Your business policies already define what good looks like: which claims need review, which deals need attention, which accounts are at risk. The AppGrid rules engine applies those policies to every record in plain English, so employees know what to do next, and why. Each recommendation shows the rule and the data that produced it.

Data 360 integration

Open Data 360 objects in the same grid as your Salesforce records, filter them with the query builder and save views of them.

The AppGrid grid view: Salesforce records in a spreadsheet-style grid

Enterprise query technology at the core

At the heart of AppGrid is our enterprise query engine. It changes the game for what’s possible when managing Salesforce data — powering every view with fast, flexible, no-limit querying across your records.

Integrated charts

User our enterprise charting technology to visualize your data. No data cubes or reports required!

Interactive dashboards, built in

Design Salesforce dashboards with drag-and-drop KPIs, charts, and tables — with cross-filtering and multi-page reports. A client-side analytics tool that rivals enterprise BI, without the cost or complexity.

One grid, every perspective

Eight powerful views of your data

Switch instantly between purpose-built views designed for query-intensive, analytical and operational workflows.

List view

Packed with powerful query, filtering and personalization features. See all main and related data on one screen.

Group view

Group and aggregate data by multiple columns — sales managers’ new best friend.

Pivot view

Dynamic visualization to analyze trends and compare metrics across categories. No Excel or external analytics needed.

Time series view

Excel-like view ideal for budgets and forecasts. Import wizard migrates Excel data straight to Salesforce.

Tree grid view

Optimized for hierarchical data like Bill of Materials or product catalogs.

Kanban view

Ideal for data that transitions through stages like Opportunities or Cases.

Approval view

Optimized for viewing and managing approvals across your teams.

Audit view

Admin view that audits user permissions and creates permission sets.

Why AppGrid

The smarter way to build on Salesforce

Far less expensive

Significantly cheaper than in-house development — without compromising on capability.

Higher user adoption

Designed to increase adoption and satisfaction with extensive personalization features.

More productivity

Highly optimized views eliminate page navigation and cut through un-needed data.

Faster onboarding

Onboard new users quickly, without extensive training or steep learning curves.

Deploy in days

Stand up new applications in days, not months — and iterate just as fast.

Beyond custom dev

AppGrid’s rich feature set far exceeds what custom development can deliver.

Ready to manage Salesforce data at the speed of thought?

See AppGrid in action with a personalized demo for your team.

Book a Demo