17 must-have appexchange apps salesforce admins love

Download 17 Must-Have AppExchange Apps Salesforce Admins Love

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  • 17 Must-Have AppExchange AppsSalesforce Admins Love

  • SNOWFORCESnowforce is the must-attend event hosted by the Salt Lake City Salesforce

    User Group, the Utah Salesforce Developer Group, and the Utah County

    Salesforce User Group. With presentations by user group members, MVPs,

    and Salesforce employees in admin and developer tracks, there are topics

    of interest for all.

    Following the day of sessions, attendees have the option to network with

    fellow Snowforce attendees at a local ski resort while skiing, boarding, snow

    shoeing, cross country skiing, or just hanging out in the lodge by the fire.

    In between sessions and having fun in the snow, we asked attendees to

    tell us about their favorite AppExchange apps and why they love them.

    The result? This compilation of nineteen apps guaranteed to make you

    and your team more productive, efficient, and successful.

  • AppExchange | 3

    KERRY DEWDirector of Operations, Content

    FAVORITE APP:

    COMPANY: Pluralsight, 300 employees

    NICK LIECHTYSenior Consultant

    FAVORITE APP:

    COMPANY: Kyazma Business Consulting, 35 employees

    Skuid helps me make my pages rock for our users.

    SkuidReinvent your user interface with processes and apps that increase revenue and drive productivity.

    Conga ComposerCreate sophisticated documents, reports, and presentations using data from any object in Salesforce.

    Conga helps me create exportable forms easily.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016b7FEAQhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wyDjEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wyDjEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016b7FEAQ

  • AppExchange | 4

    I love The Permissioner because it gives me the ability to mass assign permission sets.

    GridBuddyGenerate reports on multi-object data sets and increase data management efficiency.

    KIM MCCLURESalesforce Consultant

    FAVORITE APP:

    COMPANY: Outbox Systems, 40 employees

    The PermissionerAssign and revoke permission sets to multiple users in less time and with less frustration.

    BRIAN WARRENCRM Administrator

    FAVORITE APP:

    COMPANY: ARUP Laboratories, 3,500 employees

    It lets me add a bunch of records at one time. I love it!

    https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAOhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IkInEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAO

  • AppExchange | 5

    Universal TimelineTake customer service to the next level with an interactive timeline that shows customer interactions related to specific records.

    KEVIN ROWLEYSalesforce Admin

    FAVORITE APP:

    COMPANY: Transportation Alliance Bank, 200 employees

    I was recently asked for a list of customfields and Field Trip saved me! I was able to pull that information quickly.

    Field Trip Analyze the fields of any Salesforce object to find out which are being used and what percentage are populated.

    KRISTIN HASNASalesforce Admin

    FAVORITE APP:

    COMPANY: Western Governors University, 2,500 employees

    Timeline allows us to bring in any standard or custom record into a single view.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B54hhEABhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B54hhEABhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4

  • AppExchange | 6

    DocuSignDelight customers with the convenience of signing documents in person or online anytime, anywhere, on any device.

    FRANS R. LAMBRECHTSEN Salesforce Admin

    FAVORITE APP:

    COMPANY: Vivint, 8,000 employees

    Invoca helps our sales team be more productiveand understand where business is coming fromso they can better focus their efforts.

    InvocaGet insight into which marketing campaigns drive calls and whats said on those calls to help close more business.

    DAVINA HANCHUCKSalesforce Admin

    FAVORITE APP:

    COMPANY: WealthCounsel, 90 employees

    DocuSign helps automate so many of our processes, including sales and onboarding customers.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5MueEAFhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5MueEAF

  • AppExchange | 7

    Draggin RoleManage role hierarchy with ease. Drag and drop users from one role to another and drag and drop roles around the hierarchy.

    DREW DAYTONSenior Salesforce Admin

    FAVORITE APP:

    COMPANY: Workfront, 500 employees

    Our reps love itits their favorite dialer. For me,its easy to manage, which is always a plus.

    inContactSeamlessly merge contact center data with CRM data and functions, providing agents with the all of the tools they need to create the ultimate customer experience.

    CHRIS BAIRSalesforce Admin

    FAVORITE APP:

    COMPANY: FamilySearch, 1,500 employees

    We have a lot of roles and hierarchies. With Draggin Role, we can see who is in a particular role, which we cant get any other way.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016a6rEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4BKsEANhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016a6rEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4BKsEAN

  • AppExchange | 8

    SteelBrickGenerate accurate quotes and proposals faster, and guide sales reps to the best possible solutions for their customers.

    RACHEL CROMPTONBusiness Analyst

    FAVORITE APP:

    COMPANY: EMC, 70,000 employees

    Our salespeople love it because it helps catch duplicates and saves time.

    CloudingoEliminate and manage duplicate data easily, so that you have the most accurate and up-to-date information.

    LANCE EVANSONDirector of Business Development

    FAVORITE APP:

    COMPANY: Outbox, 49 employees

    SteelBrick makes the quoting process simpler and faster.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cxaEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000004gHkoEAEhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cxaEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000004gHkoEAE

  • AppExchange | 9AppExchange | 9

    JitterbitImport critical business data from Salesforce, quickly, easily, and with no coding.

    BECKY WEBSTEROwner

    FAVORITE APP:

    COMPANY: Allenium, 2 employees

    Workato makes it easy to manage multiple integrationsand SaaS connections (including developer environments!). I highly recommend this amazing app!

    WorkatoCreate powerful integrations between your apps to connect and automate your work.

    GUY BALLARDData Analyst

    FAVORITE APP:

    COMPANY: Utah State University, 3,500 employees

    Jitterbit makes my life easier. Its my go-to data loader.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZoVEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iW1EAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZoVEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iW1EAJ

  • AppExchange | 10

    Rollup HelperAccess real-time, actionable data fast using clicks, not code. Get deeper, more actionable insights when you access real-time data faster, using clicks, not code.

    EVAN JOHNSONSenior Sales Operations Manager

    FAVORITE APP:

    COMPANY: HireVue, 226 employees

    Mass Edit + Mass Update + Mass Delete enables meto get stuff done quickly. Ive been using it for yearsand its saved me plenty of times. Plus, its easy to use.

    Mass Update + Mass Edit + Mass DeleteSave time and get more done by mass updating, mass deleting, and mass editing records from any list view or related list in just a few clicks.

    STEVE MOLISApplication Developer

    FAVORITE APP:

    COMPANY: Epsilon, 5,000 employees

    Its free and requires no coding! With a point and click, I can count the number of records connected with a parent record.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003J6KcEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003J6KcEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uXwyEAE

  • AppExchange | 11

    GET STARTED NOWThere were so many great tips, conversations, and content shared at Snowforce, and the magic doesnt have to end there. With thousands of apps on AppExchange covering a wide array of categories and industries, its impossible not to find just the right app suited to meet your business needs. Learn how to develop a strategy, navigate the marketplace, and install an app from AppExchange with Trailhead. Trailhead is a fun, free, and easy way to learn how to navigate through Salesforce whether you are an admin, user, or developer.

    LEARN HOW TO GET STARTED WITH TRAILHEAD

    JEFF CHENEYBusiness Development

    FAVORITE APP:

    COMPANY: Powerblanket, 85 employees