New: AppGrid AI

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New: AppGrid AI

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AppGrid – The AI Powered Data Grid for Salesforce

AppGrid combines a powerful Salesforce data grid with conversational AI, letting users directly manage CRM data while also asking questions, receiving recommendations, analyzing relationships, and getting contextual insights in real time.

The integration of AI with the data grid allows users to ask a question and have the results displayed in the grid - read to view, filter and operate on the results.

Developing Lightning Web Component applications is a time-consuming and costly adventure. AppGrid is designed to power your enterprise applications with cutting edge features for a fraction of the cost of custom development and can be used to accelerate any business process.

AppGrid provides a clean and modern UI that users love and your new application can be up and running in a day or two instead of months for custom development. As a Lightning Web Component, AppGrid is fully responsive and can be placed into a Lightning Page by itself or combined with other LWC components to create your custom apps. If combined, we provide a Lightning Message Service api that allows you to send commands to AppGrid from another LWC.

AppGrid is highly customizable where features can be configured and permissions assigned on a individual user basis to support a wide variety of application and user types. Create slimmed down apps to support customers and partners or unleash all of AppGrid's features to your power uses and admins…or anything in between.

Design interactive Salesforce dashboards with drag-and-drop KPIs, charts, tables, cross-filtering, and multi-page reports — all inside your grid, no external tools required. Click the view menu for more information.

Sales and support managers will love our new Approval process view. Marketeers will like our lead conversion wizard that supports bulk conversions and fuzzy matching. Sales ops will see huge productivity gains using our Ownership conversion wizard that supports bulk operations and child relations - ideal for Account reassignments.

AppGrid provides 8 types of views, each optimized to accelerate different types of business processes:

The integration of AI with the data grid allows users to ask a question and have the results displayed in the grid - read to view, filter and operate on the results.

Developing Lightning Web Component applications is a time-consuming and costly adventure. AppGrid is designed to power your enterprise applications with cutting edge features for a fraction of the cost of custom development and can be used to accelerate any business process.

AppGrid provides a clean and modern UI that users love and your new application can be up and running in a day or two instead of months for custom development. As a Lightning Web Component, AppGrid is fully responsive and can be placed into a Lightning Page by itself or combined with other LWC components to create your custom apps. If combined, we provide a Lightning Message Service api that allows you to send commands to AppGrid from another LWC.

AppGrid is highly customizable where features can be configured and permissions assigned on a individual user basis to support a wide variety of application and user types. Create slimmed down apps to support customers and partners or unleash all of AppGrid's features to your power uses and admins…or anything in between.

Design interactive Salesforce dashboards with drag-and-drop KPIs, charts, tables, cross-filtering, and multi-page reports — all inside your grid, no external tools required. Click the view menu for more information.

Sales and support managers will love our new Approval process view. Marketeers will like our lead conversion wizard that supports bulk conversions and fuzzy matching. Sales ops will see huge productivity gains using our Ownership conversion wizard that supports bulk operations and child relations - ideal for Account reassignments.

AppGrid provides 8 types of views, each optimized to accelerate different types of business processes:

▶ View AppGrid Demo

  • List view: Packed with powerful query, filtering and personalization features ideal for query and data intensive workflows. Load 100k+ records without pagination. See all main and related data on a single page. Visualize your data with our enterprise integrated graphics! Communicate with your colleagues using our integrated Slack interface. Your power users and admins will throw a party!

  • Group view: Group and aggregate data by multiple columns. Sales managers will be your new best friend!

  • Pivot view: Dynamic data visualization view that helps analyze trends and compare metrics across categories. No need to download your data to Excel or costly and complicated analytics software to buy and support. Your marketing and finance managers will thank you!

  • Time series view: Excel-like view that is Ideal for viewing time series data like budgets or forecasts. Use our Excel import wizard to easily migrate your Excel data to Salesforce. Works with any object. Your executives who spend their days planning the business will love this!

  • Tree grid view: Optimized for viewing hierarchical data like Bill of Materials or product catalogs

  • Kanban view: Ideal for viewing data that transitions through stages like Opportunities or Cases

  • Audit view: Admin view that audits user permissions and creates permission sets

AppGrid list view
AppGrid provides many ways for users to customize their user experience. For each selected object, create 1 or more views and create multiple queries as required. Use our filter wizard to create multi-column filter expressions to easily find the data needed for your workflow. Create row and column formatting to visualize your data. Select a record and open the Slack panel to see all collaboration related to the selected record.
AppGrid list view

AppGrid Key Features


  • Single page design streamlines workflows and eliminates page navigation

  • Fullscreen mode reduces clutter and allows more room to visualize your data

  • Query 100k+ records without pagination. No DML limits on upserts and deletes.

  • Mass edit thousands of records

  • Excel-like grid for budgets and forecasts (time-series data) with import wizard

  • Analytics view - dynamic pivoting & grouping with aggregations

  • Tree grid view for hierarchical data (ex: Bill of Materials, Product Catalogs)

  • Kanban view - Ideal for viewing data that transitions through stages (ex: Opportunities, Cases)

  • Approval view - ideal for sales and support managers

  • Dynamic enterprise charting. No data cubes or scheduled reports required!

  • Graphical query builder wizard (with optional sub queries) enables creation of complex queries

  • Filter wizard enables creation of multi-column filters

  • Row & column format wizard creates dynamic row & column styles turn data into information

  • Column manager wizard enables creation of list, group and pivot views

  • Drill up / drill down - navigate from any filtered set of records to their related parent or child records in a single step — then act on all of them at once.

  • Display parent field data without Salesforce formula fields

  • Calculated columns wizard enables creation of non-bound formula fields

  • Lead conversion wizard supports fuzzy matching and bulk conversions

  • Change owner wizard supports bulk conversions including child relations

  • Row & column pinning

  • Undo/redo & quick find

  • Team Sharing promotes collaboration by allowing colleagues to share AppGrid views and queries

  • Quick actions

  • Execute Salesforce Flows on selected records directly from the grid

  • Import/export from / to Excel & CSV

  • Interactive dashboards

  • Grid Api for LWC integration

Why AppGrid?


  • Significantly less expensive compared to in-house development

  • Designed to increase user adoption and satisfaction with extensive personalization features

  • Highly optimized views increase workflow productivity by eliminating page navigation and powerful query and filtering capabilities eliminate scrolling thru un-needed data

  • On board new users quickly without extensive training

  • Deploy new applications in days not months

  • AppGrid's rich feature set far exceeds what can be obtained with custom development