Today we are talking about a free managed package solution available from B2B Matrix called the Visual Insights Navigator. This solution is available for any object in Salesforce and across all Salesforce clouds, offering four key capabilities: a Visual Intelligence layer, real-time backend data surfacing, Agentforce integration on zero copy data, and bidirectional Excel or Google Sheet exchange.
While this package works on any standard or custom object, from Opportunities in Sales Cloud to Cases in Service Cloud, today we are going deeper into the Salesforce Health and Life Sciences Cloud to show how it transforms clinical workflows.
Salesforce Agentforce represents a massive leap in autonomous AI, but an agent is only as good as the clinical data it can see. Most organizations assume that to make Epic or Oracle Cerner data actionable, they must first move it into Salesforce. They embark on massive data ingestion projects just to sync patient observations and appointments.
At B2B Matrix, we believe this is a sideways move that adds cost and complexity. Here is why you should stop replicating and start virtualizing.
The traditional approach relies on replicating data into a Salesforce repository, which duplicates regulated patient data. Our approach retrieves patient data from Epic only when needed.
Replicating data is only half the battle. Our Visual Intelligence layer supports surfacing Epic data on any object or related list out of the box.
Traditional AI insights depend on healthcare data being replicated inside Salesforce. With zero copy architecture, Agentforce works directly on live enterprise data.
Example Scenario: A care coordinator asks Agentforce to summarize abnormal lab results from Epic. The AI queries live data, identifies outliers, and suggests follow-up actions—without storing data in Salesforce.
Choosing Zero Copy with Visual Intelligence reduces audit scope and improves compliance. Whether it’s clinical data in Epic, inventory in Snowflake, or ERP data in SAP, the goal remains the same:
Surface it. Visualize it. Make it intelligent.
Contact us to learn more about our free managed package – Visual Insights Navigator.
Email UsSurface healthcare, patient, and operational data in real time. Guide users with visual intelligence and improve care coordination with secure bi-directional synchronization.