Customizations – Vizuallist

Personalize every User's Experience in Salesforce.

Drag the Slider to see some of the changes you can apply in just seconds using Vizuallist's customization options.

Every Org is Different

Level up your User Experience and change the way your users engage with Related Lists in Salesforce by modifying the look and feel of Vizuallist to suit your business and processes.

Remove Ambiguity

Users don't always know what the default label for a related Object actually means or they may know it as something else.

Improve Context

Make the Vizuallist tree more contextually relevant to your User's job functions and eliminate time spent finding content.

Mutiple Layout Options

Deliver the most productive, efficient and aesthetically pleasing User Experience in Salesforce.

Make it easy to use

View or Edit records from the results list on the fly or open it in a new tab with a single click. Export the results to CSV.

Options Galore

With Vizuallist, there are heaps of ways you can customise it to suit the needs of your users & their business processes.

Some of the cool ways you can customize it include:
* Change the Object Icons (Use any Lightning Design System icon)
* Rename Object Labels (can be unique to each relationship)
* Activate or Deactivate Relationships (I.e. during maintenance)
* Mix-and-Match Layout Options for each Lightning Record Page
* Set your record management options per page.

Customize Vizuallist using the Object Relationships List

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Stay Focussed

With Vizuallist, you can customize each Lightning Record Page unique way your users work and engage with data in Salesforce.

Some of the record filtering options include:
> Set the default Filtered List to define the intial set of records that will be returned when a User clicks a Related Object in the Vizuallist Tree or Combo List
> Set the default Feldset to use from Related Objects that do no support Filtered Lists (I.e. Campaign Members)
> Set the maximum number of Records to display (keeps the 'noise' to a minimum)
> Order of records (5 date-based options available)
> Size of the main components (saves Users having to scroll down the main page whilst working with or viewing related records).
> Nominate the number of fields that will be displayed in each Record Card.

Combo Tree & Vizuallist Tree Layout

Ideal where context is important or the Vizuallist Tree is complex.

All-in-One Combo Tree Layout

Perfect where screen real estate is at a premium or the Vizuallist Tree is small.

Vizuallist Tree & Card List Layout

The best layout option when the Record Cards contain long-form text fields.

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Layout Options

Because Vizuallist is 100% native to the Salesforce Platform, you can mix and match the 3 main components in the Lightning Record Page to suit whatever layout works best for your users.

Want to Know More?

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

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.

Customizing Vizuallist