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Features

Working with Salesforce's Related Lists just became a whole lot easier.

View Car Sales at Account Level with Filters Displayed using Vizuallist
Vizuallist Tree

Visually represents related objects up to 5 levels deep

Vizuallist Combo List

All-in-One compact solution that fits in a single tab

Vizuallist Search Panel

Loads of ways to drill down  on & work with specific records

Vizuallist Record Lists

Shows up to 2000 records that you can filter on or edit

What is Vizuallist?

Change the way you work with data

Vizuallist offers an entirely new way of working with Salesforce data thanks to its highly visual and intuitive approach to accessing and displaying related records up to 5 levels deep.

With the ability to display up to 2000 related records in one spot with just 1 click, Vizuallist will change the way you access and think about information management.

Agnostic & Secure

Vizuallist evaluates and displays Related Objects and records based on each user's security profile and permissions in Salesforce. That also includes any Salesforce App Objects they have access to.

Searching Should be Simpler

Vizuallist's search capabilities are cumulative meaning you can drill down to just the records that matter quickly and easily using multiple criteria.

Big Picture Context

OOTB Related Lists have their place, but they are also quite limited in what they can do and show. Vizuallist opens up a lot more info and it does it in one spot.

Designed For Real people

DIfferent users work with data in different ways. Vizuallist offers multiple layout options that makes that task a lot more intuitive and contextually relevant to their roles.

Be More Productive

Having to open related records individually can be a pain. Vizuallist supports the ability to open and even edit records directly from the list.

Improve Performance

Having too many Related Lists on one page can lead to performance issues. Vizuallist just renders the Object Tree on page load and that makes page loads faster.

Vizuallist Combo List

Account Vizuallist Combo List Example

The all-in-one solution that fits in a single tab

> Shows both the Related Objects and related records list in a single, consolidated location

> Fast loading. Extremely Compact. Everything you need in one place

> Ideal for use on a single tab in Lightning Record Page layouts.

Find The Data You Need. Fast.

Intuitive and Logical Search capabilities

> Vizuallist dynamically updates the Search Panel every time you select a Related Object in the Vizuallist Tree

> Search by picklist values, text or by leveraging existing Filtered Lists from the selected Related Object

> Cumulative filtering means you can narrow down the results with precision

> Sort the results so you don’t have to scroll down a long list of records

> Restore the original list with 1 click to restart your drill down.

Vizuallist Search Panel Opened

Filtered List Search

Filtered Lists from the Selected Object

Leverage existing Filtered lists

> When User clicks on a Related Object in the Vizuallist Tree, the search panel loads all public Filtered Lists from that Object

> Select an option and Vizuallist will filter the initial records to just those that are also appear in the Filtered List

> Vizuallist even updates the field labels to match the columns in the Filtered List you selected.

Sort By any Field

Because sometimes you need to sort the data before you can work with it

Vizuallist can sort the records based on any field in either ascending or descending order.

Vizuallist Search Panel Opened

Free-text Search

Still can’t find the specific records you need?

> Just type 2 or more characters, click the Search button and Vizuallist will check every field in every record for that text, irrespective of the data type.

> Ideal for when you need a more nuanced search.

Filtered Lists from the Selected Object

Picklist Search

Vizuallist Search - Picklist Values

Ideal for finding similar records

> Select a picklist field and Vizuallist will retrieve the available values

> Select a picklist value & Vizuallist will filter the records to just the ones that contain that value.

Export The Results With 1 Click

Export your filtered list of records to CSV with the API Names as column headers.
Make the necessary changes in Excel, then re-import it back into Salesforce using your favorite data import tool.
CSV Record List
CSV Record List Output

Edit on the Fly

Useful for keeping data clean, current & consistent

> Click View on any record in the list and edit it on the fly.

> Click Open button to load this record in a new tab (with its own Vizuallist Tree)

> Vizuallist respects each user’s security ensuring they can only edit the fields they’re allowed to modify.

> No more need to find and open individual records

> Perfect for keeping data current and complete.

View and Edit a Record list Record

Want to Know More?

Discover how managing your data in Salesforce just became a whole lot easier.

Home

Get a high-level overview of Vizuallist and the other Salesforce services we offer.

Customizations

Learn how you can tailor Vizuallist to your data model, business processes, & corporate style.

AppExchange

Explore Vizuallist on Salesforce's AppExchange and how to get it installed in your environment.

Implementation

Get a feel for how quick and easy Vizuallist is to set up in almost any Salesforce org.

Pricing

Find out how cost effective Vizuallist can be and the discounts we offer for non-profits.

Keen to see it in action?

Book a 1-hour chat with our Vizuallist experts and see Vizuallist in action.

Let's Chat

Vizuallist is the only Related List you'll ever need in Salesforce.

Vizuallist is an Australia-based Salesforce ISV Partner and consultancy with over a decade's experience in the ecosystem.

Reach out today for a quick chat about how we can help you derive more business value from your Salesforce setup.

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