The Ultimate Guide to “Must Have”
Salesforce Apps of 2022

salesforce

The way that technology is progressing, it’s hard to remember a time when it was in its infancy. As of 2022, 91.69% of the world’s population has a mobile phone and 83.96% have a smartphone. There are officially more mobile connections throughout the world than there are people, specifically, 2.58 billion more. Technology is here to stay and has given us the ability to access what was previously unreachable. With an app for seemingly everything, we have the ability to fully customize our lives. As we progress into 2022, we should all be thinking of ways to utilize apps to make life simpler, particularly when it comes to working. Access Global Group works to implement and customize Salesforce systems so businesses can function more efficiently. And when Salesforce introduced AppExchange to integrate third-party applications to your system, it completely revolutionized the way we work.

TIPS FROM THE EXPERTS

We had the incredible opportunity to sit down with a few of Salesforce’s best and brightest: Jackie Travieso, Salesforce MVP, Dale Ziegler, Salesforce MVP and Leyna Hoffer, Salesforce MVP Hall of Fame who discussed the current condition of Salesforce compatible applications as well as their recommendations. Along with their insightful contributions, Access Global Group worked with them to compile a list of Salesforce compatible applications, broken down by the problems they solve and their key features as well as why we’d recommend them.
We want to extend our gratitude to each Salesforce expert for their insightful contributions and also their dedication and commitment to the Salesforce community.

Jackie Travieso | Salesforce MVP

Dale Ziegler | Salesforce MVP

Leyna Hoffer | Salesforce MVP Hall-of-Famer

DOCUMENT GENERATION

Over the past few years, employees have seen a shift in the working environment where having access to digitized documents is critical. The ability to access important documents anytime, anywhere has become easy but generating digital documents can often be a pain. Here are apps that work to simplify the document creation process.

Nintex Drawloop DocGen

Nintex boasts ease of access with an application that can be utilized by any person, in any industry, regardless of their IT literacy. Users can manage access to documents based on stage or user permissions and eliminate human errors with pre-defined templates, ensuring legal and policy compliance. Auto-assign tasks, alerts and follow-ups to make sure nothing falls through the cracks.

Key Features

  • Easily customize variables and fields
  • Compatible with any Salesforce Cloud
  • Drag and drop user interface for ease of access
  • Native to Salesforce
  • Easily generate any type of document, with any type of data, however you want it to be delivered
Requirements

Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance

Other System Requirements: Works with Chrome, Firefox, Internet Explorer, Edge, and Safari.

Pricing

Starting at $20 USD per user per month.
Why We Recommend

Nintex offers a native, non-coding solution for Salesforce users that’s affordable, accurate and provides top-tier customer support. Additionally, partners often provide discounted rates for nonprofits.

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“Easy to add cross object relations, merge fields and a very flexible application. I almost created 120 document packages in Nintex. Easy to add content. NO coding is required. Excellent customer service. I call the toll-free number and get immediate responses and on the spot screen share to fix the issue.” Admin, Internet Technologies

“Nintex Document Generation is a workhorse! It can do SO MUCH – SOQL queries? Not a problem. Email attachments? Sure! Pick a specific document based on the content of your records? Absolutely! I love the flexibility of outcomes too – if you want a field value to be updated from “New” to “Submitted” (for example), after generating the DocGen package, that’s easy to put in place. If you want an email to go out automatically, or if you prefer to allow a user to preview it first – not a problem, take your pick.”
Julie A., Solution Architect

“I like that I can generate an agreement via my Salesforce dashboard into DocuSign. It’ll showcase the company name, the type of pricing, the date and services listed. I like that it is a nice software that allows communication between our data entry in Salesforce to the DocuSign tool.” Partner Development Team Lead

S-Docs
S-Docs is 100% native to Salesforce, meaning that your sensitive customer data never leaves the Salesforce Cloud. Easily create and E-sign: quotes, invoices, proposals, statements, account summaries, contracts, reports and more! S-Docs’ highly customizable template options allows you to create professional & personalized documents and email templates in a matter of seconds, rather than hours.

Key Features

  • 1-click automation
  • Conditional logic
  • Reusable components
  • SOQL supports
  • Run-time prompts
  • Full REST APIs
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Developer, Performance
Other System Requirements: No additional system requirements.

Pricing

Free!
Why We Recommend
This is a simple and efficient application that offers one of the most affordable options with use of up to two templates at no cost.

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“S-Docs is a versatile and easy to use Document Generation tool. Templates are straightforward; they are easy to customize and implement. The support has been tremendous, and installing the product was a breeze.” Jimmy D, Finance Manager

“It is completely on-platform, i.e. the customer’s data never leaves Salesforce, and there is no integration to an external server. This means that the integration failures and performance issues we see with some other solutions simply don’t exist.”
Consultant in Information Technology and Services

“I had tried other document/email generators and they were either too confusing or not robust enough. S-Docs is just the right level of ease and functionality. Additionally, with each update, S-Docs adds something to make it even easier to use.”
User in Non-Profit Organization Management

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SmartCOMM
Deliver more than just a document; SmartCOMM was built for a seamless user experience in Salesforce. Scale your conversation across multiple brands, multiple languages, and across multiple channels with a single template, removing the need for time intensive and expensive template management. Highlights include: intuitive decision mapping prompts, a simple drag and drop interface, and jurisdiction-based results. This application offers users the ability to create more complex documents with dynamic charts, graphs, and grids that update based on logic vs. complex business rules.

Key Features

  • Easily access sophisticated templates with a simple
    drag and drop interface
  • Utilize shared content to make updates once and
    scale across all your templates with ease
  • Create, personalize and negotiate with users inside
    and outside of Salesforce
  • Address multiple channels, languages and brands with
    a single template
Requirements
Salesforce Edition: Enterprise, Unlimited, Performance
Other System Requirements: Optimized to run on IE11 & Chrome (Windows and Mac)

Pricing

$25 USD per user per month
Why We Recommend
SmartCOMM provides a system that grows with you, thanks to simple scalability. Also allows users to create dynamic templates based on their exact needs.

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“This has really helped save a number of business processes from manual interventions. We use this product to generate communications and contracts with our internal and external customers – the time saving and speed to market, increasing the speed of revenue generation has made the application an absolute necessity for our sales communities, project and service management teams.” Mark M., Manager

“This is an incredibly powerful application which I have used to create huge productivity benefits. Integration with e-sign applications means that you can generate dynamic customer specific documentation, send out for signature, and receive back signed with a single click. The content creation is flexible, and you can achieve highly professional output.” Phil Rowlinson, Admin

“SmartCOMM notes the questions that clients raise or ask, and the professionals responsible offer the required answers. It communicates with clients regarding updates, information change, and product efficiency to foster growth. This also works for a live chat and increases the chances of immediate responses.“ Lizie M., Customer Relations Manager

PRODUCTIVITY
Accelerate your business by cultivating a streamlined work environment. Whether it’s staying connected, assigning tasks or planning, stay ahead of your work and get more done with less the effort. Make your life easier with these applications to help boost productivity.
Geopointe
Empower your team with intelligent geographic insights for sales, ops, execs & marketing. Geopointe has a plethora of tools to boost team productivity without needing to increase your workload.

Key Features

  • Route planning and optimization for upcoming trips
  • “iCalendar-Based Scheduling” streamlines scheduling
    process
  • Geographic analysis uncovers trends & gaps in
    Salesforce data
  • Easily automate lead or customer assignment by location
  • Create geo-targeted campaigns
  • Quickly search by proximity, radius or shape
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Developer, Performance, Force.com
Other System Requirements: No additional system requirements.

Pricing

$55 USD per user per month.
Why We Recommend
There aren’t many applications like Geopointe. It offers highly intelligent geographic insight for sales, ops, marketing and more without a huge price tag.

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“I have been using Geopointe in the Salesforce application for the last 1.5 years and it has helped dramatically with my pre-call planning for setting up in-person customer meetings. Geopointe gives you the ability to tap into google maps to best plan your route for upcoming travel as well as identify new prospect opportunities in the area you’ll be traveling to.” BJ B., Sales

“We use Geopointe to identify potential clients within close range of our networking events or current clients in order to reach out with personalized messaging that matters to them locally. It does a fantastic job of allowing us to filter results in the same way that Salesforce filters work in reports.” Megan M., Sales Support Manager

“By implementing this tool, I got rid of the standard Salesforce import method and now import CSV files directly to the Geopointe Map. It is very convenient for me to save the files so I can export the data which helps me in easy launching of campaigns and I can create leads from the map.” Alena B., Senior Software Engineer

Seismic
Unify sales and marketing to close bigger deals, faster with Seismic. Getting sales enablement wrong results in price-disengaged buyers, sellers that leave, and a revenue number that will be missed. With Seismic, teams become more productive, faster. Seismic users have seen: 32% more leads in the pipeline, 14 days shorter sales cycle and 35% more time selling in the field. To date, more than 700 enterprises including IBM and American Express have made Seismic their sales enablement platform of choice.

Key Features

  • Ability to import sales and marketing collateral built
    outside of the solution
  • Pre-built templates for fast and simple content creation
  • Advanced search for intelligent and accurate collateral
    information
  • Premier virtual presentation capabilities
  • Efficient information distribution to clients across channels
Requirements
Salesforce Edition: Enterprise, Unlimited, Developer, Performance
Other System Requirements: Microsoft® Internet Explorer® versions 7-11, Mozilla Firefox®, most recent stable version, Google Chrome, most recent stable version Apple® Safari versions 5.x and 6.x on Mac OS X **For all browsers you must enable JavaScript, Cookies, and SSL. **

Pricing

$55 USD per user per month.
Why We Recommend
Seismic has built a reputation amongst their clients as a solution that increases user efficiency through content personalization. This means that the sales process is simplified at every stage.

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“Seismic is full of functionality, but its strongest use-case for me is the help of organizing & allowing me to distribute the information I need to my prospects. We’ve curated a tremendous amount of resources internally that are to be shared with our prospects or amongst groups and Seismic makes finding specific content easy. Furthermore, it allows me to share documentation quickly without being pulled out of my normal workflow.” Garrett E., SDR Manager

“Seismic is well organized. When I review a knowledge document, the side panel lets me see quick-links and contacts related to the document. This enables me to quickly find and navigate to additional related content, and to contact the document author and collaborators if I have additional questions.” Brad J., Account Executive

“My favorite part of Seismic is that it’s my best friend out in the sales field. I use it to answer every question I have about my work and the products we offer. I use it to study my craft and prepare for meetings. I use it to create marketing material for myself, find email templates and printable information for my clients. Seismic is like having a knowledgeable Sales Director in your pocket.”
Sophia P., Account Executive

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XL Connector
If you’re consistently working with Salesforce data, this tool is a must have for taking the hard work out of data loading. When it comes to working with data, the ubiquity of Excel is hard to beat. It provides tons of shortcuts for modifying, reporting and representing data, so it is only natural to augment the powers of Salesforce with usability of Microsoft Office Excel. XL-Connector is a data loader that does just that – provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click.

Key Features

  • Create opportunities, accounts, leads, quotes and
    other SFDC objects
  • Mass update/create validation rules
  • Update opportunities, manage accounts, assign leads,
    convert leads, mass-merge accounts, contacts, and leads,
    upload custom metadata
  • Display Salesforce information in Excel in a familiar
    fashion – preserving pick lists, multiple pick lists,
    and pick list dependencies
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: Microsoft Windows XP, Windows 7, Windows 8, Windows 8.1, Windows 10; 32 and 64 bit, Microsoft Excel 2007 and up, 32 and 64 bit, Excel for Mac and Excel Online are supported in Enabler4 Excel 365 version (can be found in Microsoft Office Store)

Pricing

Starting at $8.25 USD per computer per month
Why We Recommend
For anyone working with large amounts of data, this is a game changer. Knowing the amount of time it takes to update data outside of Salesforce, XL Connector created a solution that streamlines data-loading that results in substantial time being saved.

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“Been using XL-Connector for a couple of years now and am thoroughly impressed. I have some reports (for executives) that auto-update, but also use it for bulk uploading, editing, deleting and it makes much more sense than dataloader (which is a VERY good tool) and NPSP data import wizard. For other similar tools you have to create your upload/edit/delete data in excel anyway, so why not just do it all from there! “The reasonable price makes this an automatic renewal for our organization every year.”
Ryan Rushton, Research and Analytics Manager

“This app is an absolute godsend for me and my admin colleagues. We manage a very complex org with 20+ subsidiaries worldwide, a highly complex territory management with tens of thousands of postal codes and just for this task alone this app has been an absolute life-saver. I can’t stress enough how superior this tool is to a regular data loader: The ability to create flows, organize different objects and relate them to each other to manipulate huge chunks of data in a breeze is just great for people like me.”
Max A., CX Management

“Whether you’re an admin, a sales ops pro, or a consultant then you know very well about all the time it takes to update data outside of Salesforce. XL Connector makes it very easy to do all things that Dataloader does, but in the comfort and accessibility of Excel. I highly recommend the app.” Ike W., Top Reviewer
Access QuickBooks
Whether it’s taking payments, managing financial data, paying bills, producing payroll, entering invoices, accepting wire transfers or checks, Access Quickbooks has automated the manual connection between Salesforce and QuickBooks. Streamline Salesforce and Quickbooks operations to automate accounting processes, minimize errors and get your time back.

Key Features

  • Automated invoices, payments, inventory management
    and data entry
  • Intelligent accounting metrics
  • Pre-built database syncs
  • Easily configurable
  • Fast and easy set up
Requirements
Salesforce Edition: Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: No additional system requirements.

Pricing

$6,000 USD per company per year
Why We Recommend
Once set-up, Access QuickBooks begins working instantly. It’s configurable to your exact needs and offers key insights to your org’s financials without having to leave Salesforce.

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“We have 3 QB Company Files in our Quickbooks Desktop, none of the other vendors we are working with were able to support but the Access Quickbooks product was able to work with them and the implementation was a breeze. I highly recommend this product.”
John S., Admin

“We use Access Quickboooks with Salesforce and FinancialForce to take our project’s billings and create invoices in Quickbooks. The user interfaces are great and setup is simple and easy to use. The ability to use Access Quickboooks with custom objects in Salesforce is great for us.” Reed Morrison, Account Executive

“Access Quickbooks allowed us to sync our accounts in Quickbooks and Salesforce. The integration gives great visibility to the financials while in Salesforce and prevents clicking back and forth between the websites. This team is responsive and will work to help in anyway to get this setup right for your business. Would recommend to other business using Salesforce & Quickbooks.”
John Porter, Service Agent

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COMMUNICATION
As technological advancements continue to develop and we find ourselves working in a more digitally immersed environment, businesses run the risk of creating impersonal relationships with not only their employees but also their clients. Foster more genuine relationships without adding extra work to your flow with these apps for communication.
Proton Text

Boost customer satisfaction and team productivity with Proton Text. Proton Text looks and feels like a messaging app on your phone, with timestamped talk bubbles, emojis, photos, and file attachments. Maximize productivity with Quick Response templates that personalize frequently-used messages, and Broadcast texts to a team of recipients. Customers & leads want to text from their smartphones and you need to integrate those conversations into your Salesforce workflow. Your team saves time and money, while driving up lead conversation through interaction frequency and velocity.

Key Features

  • Text with Contacts, Leads, and Users from a Home
    or Record page, Utility Bar or Mobile app
  • Easily establish context-aware connection to Standard
    and Custom Objects
  • Text-to-Lead flows gather key data and route to a rep
    or sales queue
  • Increase customer satisfaction and cut costs with
    Appointment Reminders & Text-to-Case
  • Schedule Blasts to thousands of Campaign Members,
    with full integration to Campaign reporting and opt-out
  • Blast to any object List View or CSV list import
  • Powerful response handling: ignore, auto-reply, forward
Requirements
Salesforce Edition: Enterprise, Developer

Other System Requirements: Enable My Domain prior to install, Content Delivery Setup must be enabled, Contact Salesforce support to enable that feature if the installation fails, Professional Ed. w/ API Enabled. Open source Automation Library at http://www.protontext.com

Pricing

$249 USD per month
Why We Recommend
Proton Text packs a punch with a variety of communication capabilities. Text with key players from a Home or Record page, Utility Bar or Mobile app, automate text-to-leads and send bulk sms blasts with ease.

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“It was exactly what we needed: a simple easy texting solution, with the versatility we needed. Not only does it allow you to text all of your Leads and Contacts easily, it supports mass texting list views, and it even has an amazing integration for the Campaigns object. This was huge for us! We use Campaigns a lot for our organization, and I was having difficulty finding an app that supported Campaigns until I discovered Proton Text.” Brandon Cleary, Non-Profit Admin

“Setting up Proton Text was super easy. We were amazed with the demo, installed the free trial that day, and almost instantly had multiple departments and users already using Proton Text and Proton Blaster. We’ve been using multiple other messaging apps, all for different purposes, and we are on our way now to replace all of them with Proton.“ Nhi Do, Admin

“Cost effective solution for texting. Easy to set-up. Clean look and feel in lighting experience.” Brent Mellow, CEO & Salesforce MVP

Riva

Riva’s innovative technology and data operations help sales, marketing, and service professionals deepen customer relationships and meet strategic goals. This application works to bridge the gap between Salesforce, calendars and email with real-time, customizable data flow between mission-critical applications – securely and at scale. Riva boasts superior data security that comes installed on the application. It does not cache or store private data and they currently have an unbroken streak of 1100+ successful security reviews that consistently exceeds security and regulatory compliance standards.

Key Features

  • Eliminates task switching and data entry duplication
  • Advanced, granular privacy and security settings
  • Deliver unified client experiences
  • Easily access third-party client data to manage and
    grow client relationships
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Developer, Performance, Force.com

Other System Requirements: Visit their knowledge base, Riva or Riva Enterprise

Pricing

$10 USD per user per month
Why We Recommend
Riva offers a seamless integration for emails to appear in SFDC so you never miss out on mission critical information. Riva also boasts superior customer support for clients.

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“I find Riva easy to use and intuitive. I have used Xplan integration and Riva is better. The ability to drag and drop or search is really helpful. I also like that I can decide which emails are tracked.” Matthew F., Professional Standards Manager

“Two things stand out to me. The first is that once configured, Riva runs flawlessly. Emails appear in SFDC without fail. The second is that Riva support is knowledgeable and unrelenting. They stay with me until the issue (mostly my understanding of how things work) is resolved to my satisfaction.” Bill Spuck, Consultant

“As Manager of a department, the calendar sync is essential in allowing me to see up to date information on all staff in SF. This allows sensible resourcing and accurate workload planning without the need to cross reference a variety of calendars.” Lauren Jarrad, Manager

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Slack for Salesforce
Slack is your single workspace that connects you with the people and tools you work with everyday, no matter where you are or what you do. When combined with Salesforce, it allows users to stay in the know, keep everyone on track and collaborate across sales and service teams.

Key Features

  • Easily customize public or private channels for new
    and updated records notifications
  • Find and preview all standard and custom Salesforce
    objects, all without leaving Slack
  • Seamless collaboration across channels
  • Send Salesforce records directly to Slack channels
  • Quickly and securely link key customer interactions
    and internal conversations with related Salesforce records
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Developer, Performance
Other System Requirements: No additional system requirements

Pricing

Free!
Why We Recommend
On their own, both Salesforce and Slack are powerhouse applications. Salesforce works behind the scenes for record, engagement and data management and Slack fills the gaps between humans and technology with premier communication.

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“Our users love being able to subscribe to record updates and push data directly from Salesforce into channels and direct message threads.” Jesse Wheeler, Director of Technology

“If you are both a Slack and Salesforce user like a lot of our clients, including ourselves, this is a ‘must-have’ package. Easy to install and set up. Works great. I love it!!!” Denis Horgan, Managing Partner

“This has allowed our team to improve transparency and communication surrounding new leads and opportunities in our pipeline.” Christopher Schafer, Admin.

OPTIMIZATION

Spend less time worrying if your internal capabilities are functioning to their full extent and rest assured knowing that you’re maximizing your Salesforce investment. Check out these apps to further streamline your organization and support the objectives of your company.

Cirrus Insight
Cirrus Insight gives users the ability to manage sales without ever leaving your inbox. With Cirrus Salesforce API, there’s no more leaving your inbox to log information into Salesforce. No one likes busy work. Which is why you don’t login to Salesforce or keep it up to date. You’re staying busy talking with customers and closing deals. Now you can see and update Salesforce as you work. Regardless of which email you use, you can automatically sync emails and appointments to Salesforce, track email opens, set follow up reminders, create and update Salesforce records like leads, contacts, and opportunities, schedule sales calls, and more.

Key Features

  • Sync emails and calendar events easily to SFDC
  • Unlimited email and attachment tracking
  • Create/update Leads, Contacts, Accounts
  • Opportunities, Cases and custom records from
    inside your inbox
  • Intelligent automation
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: Cirrus Insight supports Google Chrome and Firefox, Cirrus Insight supports Gmail and Google Apps Standard and Enterprise.

Pricing

$27 USD per user per month
Why We Recommend
If you use Gmail, this app is a necessity. Cirrus makes it so you have Salesforce right in your inbox without ever losing custom fields.

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“Syncing and tracking emails in Salesforce shows me who, when, and how they are opened and alerts me on my desktop. One-click allows me to sync my emails to Salesforce. Using my Gmail contacts within Salesforce is also an option. It’s fantastic to have a meeting scheduler in your email! I have entirely changed the way I schedule meetings by sending over time slots and having the other person click on time, and it automatically adds them to my calendar.” Alyssa H., Sales Development Representative

“One of the best features of this program is that it allows you to record what happens with your email attachments. Understanding how your customers interact with them lets us know what strategies are most effective during campaigns, getting immediate feedback and improving as quickly as possible, allowing us to always be on top of our customers’ needs and tastes.” Kevin A., Project Manager

“Talk about having everything that you need integrated to your email on the same app. Cirrus gives you the amazing email enterprise experience to track everything while staying organized and focused. Furthermore, the integrations with Salesforce make it worthwhile, making it easy to organize and archive the most important email threads. It also has a lot of cool integrations that help your day to day, such as: Google Calendar, Salesforce and many more.” Caleb F., Account Manager

Cloudingo
What is one of the biggest issues Salesforce users run into? Duplicates. Cloudingo is celebrated for its ability to comb through Salesforce to find duplicated records while giving you the most flexibility and control, with the least headaches of any deduplication tool on the market.

Key Features

  • Build unlimited filters using various matching styles
  • Merge duplicates manually, in bulk, or automatically
  • Validate mailing addresses & add geocodes
  • Clean lists before records reach SFDC
  • Match import records with existing Salesforce records
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Performance
Other System Requirements: Admin access to the Salesforce org is required.

Pricing

$1,096 USD per company per year
Why We Recommend
Easily get rid of data cobwebs with Cloudingo. This application offers a simple removal of duplicates throughout your instances and ensures that data is kept clean moving forward.

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“Cloudingo is the only tool out there that solves that pesky Salesforce duplicate problem of removing duplicate relationships (when using multi account to contact relationships).” Penelope Gatlin, Commercial Technology Analyst

“Cloudingo has been absolutely amazing at helping us remove duplicates from our database. It is super user friendly and has so many customizable options so you can find duplicates based on whatever conditions you desire.” Ashley Lewis, Admin

“We had sort of a dream list of what a de-duplicator should be able to do before entering the market to find a solution. Cloudingo had a feature for every item on the list! It all adds up to a solution that can safely mass merge hundreds or even thousands of duplicate record sets based on user-defined criteria. Such hefty operations are normally nerve-wracking, and feel kind of like you’re jumping off a cliff and hoping to land on a soft spot. But with Cloudingo, we can truly do such things confidently. Plus it even has a scheduler so that we can regularly run jobs at specified intervals. If you’re looking to de-duplicate Salesforce data – this is the one!” Brig L., Admin

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Elements.cloud
Elements.cloud is the only integrated platform that enables you to get change adopted at pace, with confidence. Whether you have 100 users or 100,000, this application provides instant impact analysis and configuration knowledge so you can drive change faster. Elements.cloud gives you the tools to understand the complexity and impact of any organizational change.

Key Features

  • X-ray vision of org changes
  • Nightly sync of metadata dictionary (prod & sandboxes),
    field Dependency / WhereUsed / %Filled, Field
    Impact analysis
  • Easy set-up
  • Powerful analysis gives critical insights into your
    org’s metadata
  • Central source of Org documentation & collaboration
Requirements
Salesforce Edition: Enterprise, Unlimited, Performance
Other System Requirements: No additional system requirements

Pricing

$1,750 USD per for 1 Editor+Connection (14 day trial) per year
Why We Recommend
Elements.cloud offers key insight into your org’s current state, identifies areas of improvement and allows for a deeper understanding of changes made to your business. This application is incredibly well rounded and tackles everything from UPN process mapping to capturing user requirements and everything in between

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“Very often, good apps can do one thing and one thing well. Elements.cloud takes this idea a step further by doing MANY things very well. In my opinion, what makes the app so special is that all of the features are interconnected which means your adjustments are always in sync and well documented (even as you use different features). I’d highly recommend this app to any admin, consultant, or business analyst that recognizes their org is ‘bloated/dirty’ and/or not well documented.” Ike Wagh, Top Reviewer

“I have been using Elements.cloud for more than a year now and I have to say it’s an indispensable tool for Admins who want to have a full overview of what is happening in their org in real time. It was especially useful for me when I just started with the new org because it cut down my investigative work by more than half. I didn’t have to spend weeks going through settings and trying to understand the configuration. I just ran the report and had all the information I needed in one place.” Aleksandra Radovanovic, Salesforce MVP

“I’ve been using this tool for a couple of months, and I’ve already saved dozens (if not hundreds) of hours with Elements.cloud. During that time saved, I have been able to dig deeper into our client’s business processes and focus less on the technical aspects of metadata and architecture. Shifting the focus of conversation creates a more meaningful relationship and the ability to make a positive impact for my client’s users.” Matt B., Salesforce CX Business Analyst

DemandTools

Control, standardize, verify, deduplicate, and import Salesforce data in minutes! DemandTools is utilized in over 16,000 Salesforce orgs and is recognized for its ability to fix common data problems, automate data quality routines, and work within your specific processes and customizations. This application allows users to maintain CRM data in less time, so they always have report-ready data.

Key Features

  • Manage data in minutes, not months
  • Quickly and easily merge duplicates
  • Maintain data integrity while moving data into
    and out of Salesforce
  • Apply record changes en masse
  • Understand how strong or weak your data is and
    know where to focus remediation efforts
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: Compatible with Windows, MAC, and Linux operating systems

Pricing

$10 USD per Salesforce license per month
Why We Recommend

DemandTools is regarded as a “must-have” for admins due to its ability to save its users critical time in their day-to-day responsibilities. The ability to update thousands of records with a single push of a button is invaluable.

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“DemandTools saves us a lot of time because of its unique features and makes our life easier when dealing with data. It helps us to identify duplicates, maintain consistency and standardization and merge duplicates.” Hari V., Admin

“DemandTools has as almost every functionality I could ask for! I have never used a tool that was so all encompassing with the mass editing/deleting/creating abilities of DemandTools. Once you learn the basics, I think it was pretty easy to use.”
Madeline K., Marketing Systems Administrator

“DemandTools is a data-quality power tool set; it de-dupes and sometimes saves me days of work. I cannot do my job without DemandTools.” Leyna Hoffer, Salesforce MVP Hall-of-Famer

MANAGEMENT
Developing coordination through your org is critical for achieving milestones and sale goals. Effective management is a multi-faceted job, but it shouldn’t be all-consuming. Here are some applications to take some of the stress off of managing your business

OwnBackup

Salesforce Data and Metadata Backup & Recovery Salesforce

Salesforce Data and Metadata Backup & Recovery. Get rock-solid backups, rapid recoveries and superior data security with OwnBackup! This application allows users to recover data loss and corruption caused by human errors, malicious intent, integration errors and rogue applications. Built for security and privacy, OwnBackup helps ensure backups are compliant with GDPR, CCPA, HIPAA, SEC 17a-4 and other regulations.

Key Features

  • Backup on a schedule or on demand to protect all
    of your data and metadata
  • Identify unwanted data changes, additions
    and deletions, then restore with precision
  • Customize alerts to identify data anomalies in your
    environments and take immediate action before
    it disrupts your business
  • Simplify compliance with GDPR, CCPA and other regs
  • The ability to store large amounts of data or scale capacity
    to fit storage needs
Requirements
Salesforce Edition: Enterprise, Unlimited
Other System Requirements: No additional system requirements

Pricing

Starting at $2.75 USD per user per month
Why We Recommend
Never worry about losing data again. This application allows your organization to push the envelope of growth without worrying if an “oops” will cost you your progress. Management can rest assured knowing they can focus energies elsewhere and not have to constantly monitor data with an eagle eye — all for a very affordable cost.

SALESFORCE APPEXCHANGE

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G2 USER REVIEWS
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“Hands down the best backup and recovery tool for Salesforce. It’s so easy to start backing up all of your Salesforce environments. It takes just minutes to authenticate to your Salesforce org and start backing and protecting your data and configurations.”
Kristen A., IT Senior Director

“We went live with OwnBackup in August 2021. Prior to that, the backups here were entirely manual or nonexistent. OwnBackup made things so easy for implementation and onboarding. The entire team of people I worked with were fantastic! The peace of mind I have knowing our Salesforce instance is protected and backed up is so very worth it. If you’re looking for a great backup system, OwnBackup is definitely the way to go!” Kelly Griffin, Admin

“I’ve been using Ownbackup for more than 5 years spanning two different jobs. When you don’t need it, it runs silently in the background, and when you do it’s an absolute lifesaver. There’s also an underrated aspect of knowing everything you do is backed up daily – being able to say ‘worst case scenario we can pull it out of Ownbackup’ allows a development team to be more bold in choices to clean out dead weight, both in terms of old data and leftover metadata from replaced processes.”
Jim S., Sales Application Manager

TaskRay
Customer Onboarding & Implementation Project for Salesforce
TaskRay makes onboarding customers fast and efficient with built-in best practices around handoffs from sales to customer onboarding and customer success. It offers powerful insights into onboarding performance with templates to help guide your projects. This application’s templating and automation functions, high tech, SaaS, Wealth Management, Manufacturing, Franchising businesses and more can build systems that scale whether you have 100 customers or 10,000 customers. It also works for project management & project automation in: Marketing, Consulting, Back Office systems, Non-Profits, and full-suite project management.

Key Features

  • Seamless customer onboarding right in Sales Cloud
  • Get an overview of key customer onboarding metrics
    with robust reporting & dashboards
  • Set priority levels on tasks so individuals can
    organize their work
  • Planned projects are mapped to a schedule with due
    dates and deliverables detailed day-by-day
  • Decrease your customers’ time to implement your solution
    and increase retention and customer satisfaction
Requirements
Salesforce Edition: Professional, Enterprise, Unlimited, Force.com, Developer, Performance, Essentials
Other System Requirements: Requires Chatter to be enabled

Pricing

Starting at $25 USD per user per month
Why We Recommend
TaskRay is highly dynamic and works to provide seamless onboarding for customers and easily manage projects, hassle free. Users can try the application free for 14 days and if they like it, there are affordable pricing options for whatever your needs are.

SALESFORCE APPEXCHANGE

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G2 USER REVIEWS
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“The ability to create different tasks within the project and assign them to different people within the organization is priceless. It keeps all employees working on a project together aligned. Once you are assigned a project you can then add tasks that are personal to you and what you are doing on that project, as well as checklists to keep you on track for your goals. If you know specific tasks for others you can add those as well. Keep everyone aligned, and keep the customer happy!” Chantel G., Integration Systems Engineer

“| work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for a Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. In the case of clients who have very specific PM requirements, TaskRay functions as a versatile and agile tool even after heavy configuration changes. The Project archive feature is fantastic as well as it automatically helps prevent accumulation of inactive projects and thus impact the board filters and general performance.” Tim Brevart, Senior Solutions Engineer

“TaskRay streamlines how you manage projects and communicate about them. And because it is native to Salesforce, you can easily customize it to fit your needs. Very versatile tool that aids in maximizing productivity!” Leyna Hoffer, Salesforce MVP Hall-of-Famer

Ready to Get Started on Your
Salesforce Project?








Access Commissions

Access Commissions is unique — just like you. It was designed to give users the ability to customize their commission plan settings to best suit their organizational goals and can be managed based on employee-, group-, or individual-specific commissions. The app itself is easy to install and offers a crisp user-interface housing all critical information under five centralized tabs.

Key Features

  • Easy license and commission management
  • Pre-built reports and plans for most anticipated
    business needs
  • Fully customizable based on your industry
    requirements
  • 360 degree view of reports, plans, users and data,
    which is updated in real-time
Requirements
Salesforce Edition: Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: No additional system requirements

Pricing

Free for 5 plans 5 users; ability to upgrade to Enterprise at any time
Why We Recommend
Get back critical time with this application. Rather than spending hours on commissions calculations, users can easily automate the process to best reflect their specific requirements. Due to its adaptability to any industry, it means there are few limitations with Access Commissions’ functionality.
G2 USER REVIEWS
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“Very easy to use. 100% native Salesforce application. Our HR team is not tech savvy but they were able to use & manage it easily for over 800 employees.” Ryan C., Sr. Salesforce Technical Architect

Get Started with Access Commissions Today!
Metazoa Snapshot
This application offers an easy-to-use solution that has powerful tools to help Salesforce Admins find & reduce technical debt, optimize security, improve compliance, become more productive and lower the cost of org ownership.

Key Features

  • Reduce technical debt with powerful tools for org
    cleanup and optimization
  • Remove connections to inactive users
  • Generate permission matrix reports
  • Easily migrate related data between orgs
Requirements
Salesforce Edition: Enterprise, Unlimited, Force.com, Developer, Performance

Other System Requirements: Requires the free Metazoa Player, learn more here: https://www.metazoa.com

Pricing

$335 USD per user per month
Why We Recommend
This application helps Salesforce users become more productive by intelligently optimizing your instance according to compliance and security. Take back control of your org with easy to use data tracking and clean-up tools.

SALESFORCE APPEXCHANGE

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G2 USER REVIEWS
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“We have been using Snapshot for close to 10 years now. In my opinion, this is a must-have admin tool for larger or more complex orgs. My team uses it weekly and the ROI on the product is a no-brainer. They also continue to invest in enhancing the product all
the time. The tool continues to evolve as Salesforce continues to change. Support is great when we reach out.”
John Wessman, IT Director

“We’ve been using Metazoa for most of 2020 and it has been a life saver for time spent on moving metadata across our environments. Very easy to use and | can’t stress enough how amazing the support has been from the Metazoa team.”
Jake G., Admin

“Ever gone to deploy a changeset, and wondered ‘Wait, did I remember everything?’ Snapshot can show you every piece of Metadata changed between two systems, or after a certain date, or by a certain user. With two clicks (okay, one right-click and one left-click!), it can select all profile-related permissions for all your changes…. 3 new fields, a new object and all of its fields and 2 record types, page layouts…etc. Get the profile FLS, CRUD, Record Type assignments, and page layout assignments all in one go.” Carl B., Architect

To the Amazing Salesforce Community
The Salesforce community is a group like no other, filled with intelligent and innovative individuals; which is why we
wanted to work with the experts to create a list that Salesforce users would find helpful.

We asked Jackie Travieso for any app advice that Salesforce Admins would find helpful, she suggests to “Always
install apps in a Sandbox or Dev org before installing in a Production org. Also, if a partner says they can do custom
work for you within their app, have them create a proof of concept in a Sandbox BEFORE signing a contract. It’s
unfortunate and can be costly when a salesperson and an engineer are not in sync with customized capabilities. This is always my best practice approach when pushing an app to its limits and seeking specialized customizations,”
Jackie Travieso, Salesforce MVP.

Dale Ziegler imparts words of wisdom, stating, “Any of these apps can be your best friend in helping your users and yourself, don’t be afraid to really dig deep into ALL of their capabilities! The example I always give admins is when I was a solo admin, the SOQL capabilities of the Document Generation apps helped replace a complex system of .csv’s and Access Databases in reviewing data for anomalies to be fixed. Additionally, let any apps you implement do their specialized function so that you can focus on expanding out the core functionalities of the Salesforce platform and really allow your org to flourish!”

We asked Leyna Hoffer for her insight in regards to the current Salesforce app landscape: “The first thing I do when somebody presents a problem to me, even if I have a solution in mind, is to go to the AppExchange to see if there’s something that has been already created. I get to be the expert because I know where to find the answers. I don’t always know the answers, but I know where to go to find them.” – Leyna Hoffer, Salesforce MVP Hall-of-Famer.

We are so thankful for the guidance of Salesforce’s MVPs and we hope you find their contributions just as helpful for your team. Business slows for no one, and as we dive head first into a new year, be sure to maximize your Salesforce investment and take advantage of the incredible applications available on Salesforce AppExchange.

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