11 Essential Salesforce AppExchange Apps and Components
Salesforce AppExchange Solutions is best for Salesforce users. They can use a range of tools to meet their business needs. It can feel overwhelming at glance! Wondering what’s worth it and whats not? Our team of Salesforce consultants has handpicked their apps and components.
Users seeking to enhance their Salesforce functionalities can explore a plethora of solutions, partners and expert consultants on this platform. With a selection of over 5,000 solutions navigating through the options can be quite a task unless you have a clear idea in mind.
Fortunately, our dedicated team, at Zencloud has curated a list of the 10 Salesforce AppExchange apps and components that streamline CRM experiences for you!
Asana
Asana is a work management application that enhances teamwork and facilitates collaboration throughout the sales process leading to exceptional customer interactions. By using Asana businesses can expedite deal closures and nurture client connections effectively. In addition, to outlining task responsibilities Asana aids in minimizing demands and recurring discussions among team members.
Moreover, Asana streamlines tasks generated by the Process Builder by creating projects assigning project roles, to users sharing tasks with colleagues and enabling sales representatives to monitor their assignments. Team members can interact with each other, add notes or comments and create sub tasks for teamwork.
Dashboard Pal
Dashboard Pal is a tool which is used for visualizing data. This data can helps users to customize their dashboard preferences. This Lightning component allows users to select a dashboard from a list of options within their organization.
Initially the interface prompts users to choose the folder containing their desired dashboard. Then displays all the dashboards, within that folder for selection. This functionality is particularly useful when placed on the homepage as it enables users to effortlessly switch between dashboards as needed.
Address Picker Autocomplete for Flow
We’re all aware that inaccurate data can hinder the sales process and lead to records. Since an address plays a role, in identifying customers it’s vital to ensure that addresses are always accurate. However, Salesforce currently offers the address search feature on the Account and Contact page layouts.
The Address Picker Autocomplete for Flow is a component found in the Salesforce AppExchange that can be utilized in Flows containing forms with address fields. As you input the address this component suggests options, from the Google API. Once you choose an address it will automatically fill in the Street Address, City, State and Postal Code fields.
Custom Metadata Type Driven (CMTD)
CTMD Enhanced Related Lists is a Lightning component that enables users to view list records, within the Lightning App offering an organized experience by grouping related records on one page.
This versatile component empowers administrators to effortlessly create filter related lists without relying on developers. Its enhanced features include Filter, Sort and Fields options to cater to organizational requirements.
For instance:
- Show Open Opportunities associated with an Account
- Present only Closed Opportunities tied to an Account
Additionally, the component offers three distinct display types for users to select from.
Dynamic Flow Progress
This helpful element can be used on a Flow screen to show users the stages, in a process. How far they have progressed. The Dynamic Flow Progress feature offers six variations of progress indicators that can be shown on Flow screens.
These six variations include:
- Horizontal Progress Indicator
- Vertical Progress Indicator
- Vertical Navigation Menu
- Progress Bar
- Progress Ring
- Path
Pop Ups
Users can set up validation rules and notifications using PopUps, on Salesforce without needing to write any code. This allows them to grab user’s attention for business purposes easily.
Notifications can show up in three styles – Toast, Flow and Modal – with a click.
Here are a few ways PopUps can be used:
- Alerting users about missing record details
- Identifying high risk accounts
- Notifying users, about follow ups
- Applying validation rules or warnings
- Prompting users to update contact information
S-Docs Native Document Generation & E-Signature
Creating documents can greatly assist in sales activities. This application offers the convenience of generating quotes, invoices, proposals and reports, with a click of a button through designated workflows or in batches.
When crafting documents users can incorporate images and visual charts insert customized terms and conditions utilize Salesforce Object Query Language (SOQL) queries such as aggregates and subqueries. The flexibility to edit documents in time during and after their creation is also provided.
S Docs facilitates template creation with drag and drop functionality, formula text options, merge fields, electronic signatures and more. Additionally, it features email automation capabilities like custom email templates sending documents for e signature purposes and personalized email templates populated with contact information.
The e signature functionality offered by S Sign boasts signer profiles, automated reminders for e signatures saving data back to Salesforce fields post signing process completion. It also ensures document encryption.
Chargent Payment Processing
Chargent Payment Processing offers a payment gateway integration, within Salesforce enhancing team efficiency and ultimately improving customer service. This application enables real time charging of payments. Allows for scheduled credit card payments. Customers have the convenience of making payments via credit card or eChecks by using the payment request link generated through the application.
Furthermore, Chargent seamlessly integrates with Salesforce Communities and CPQ supporting payment processing services such as Authorize.net, BluePay, BlueSnap Global Payments, among others. It also boasts PCI payment processing features to ensure the handling of customer data and transactions.
ZoomInfo Field Trip
Salesforce users have the option to leverage ZoomInfo Field Trip for gaining insights, into the quality of their data. Field Trip examines both custom fields across any object highlighting which fields are frequently filled in and which ones remain empty. This process aids in recognizing fields that can be eliminated to enhance layouts and maintain data cleanliness. Furthermore, Field Trip provides a ZoomInfo Data Quality Score to evaluate the condition of your Salesforce data enabling you to prioritize efforts, for enriching your data.
Conga Composer
Conga Composer proves to be an asset, in streamlining document generation processes. By enabling Salesforce users to design templates that extract information from Salesforce objects it eliminates the task of manual data input. This not enhances productivity but minimizes inaccuracies ultimately optimizing the document creation process for various purposes such, as proposals, contracts and quotes.
Home/Child Kanban
Child Kanban, for Home is a user friendly kanban view that allows for easy drag and drop functionality. It can be tailored to display lists and home pages enabling users to see records grouped together for quick access to important information.
Moreover, this feature offers a view of records associated with an account or custom object benefiting team members by enhancing productivity.
Users have the flexibility to customize this app by selecting the object name grouping preferences summarized data points and key information to be showcased on the Kanban tiles.
Conclusion
By leveraging these 11 Salesforce AppExchange apps and components users can seamlessly implement them to enhance efficiency and meet business requirements without requiring developer assistance.
These are a few of the components and apps that our Salesforce team has found beneficial, for both use and client projects. Explore the Salesforce AppExchange if you are looking for Salesforce Solutions. That’s where Zencloud be!