Top Salesforce AppExchange Apps & Chrome Extensions
1. Best Off Free
AppExchange Apps & Chrome
extensions
Phaneendra Arigachetta â Singapore Marketers (Pardot) Group leader
2. CONFIDENTIAL & RESTRICTED
Agenda
1. Overview of AppExchange & Salesforce Labs
2. Top 15 Free Salesforce Labs AppExchange apps â 100% free
3. Top AppExchange Apps with categories â 100%free
4. Best of Chrome Extensions â 100% free
5. Q&A
3. CONFIDENTIAL & RESTRICTED
What weâre talking abouttoday
Overview of
AppExchange&
SalesforceLabs Overview of
Chrome
Extensions
4. AppExchange, the Salesforce Store
A faster and intelligent way to find the right solution to extend the worldâs #1 CRM
Ready-to-install solutions
Find apps, components, Bolt solutions,
Lightning data, and flow solutions
Intelligent recommendations
Discover solutions to solve businesschallenges
on the âRecommended For Youâpage
Guided learning paths
Get started and learn best practices with
integrated content and trails onTrailhead
5. Solve common businesschallenges
Sales, Service, Marketing, IT & Admin,
Collaboration, and Finance
Customizable to meet yourneeds
Open source solutions, Lightningready
Explore whatâs new from Salesforce
Labs for LWCs,Einstein, Flows, and more
Get Started with Solutions by Salesforce Labs
Free apps and components built by Salesforce employees
SalesforceLabs
7. CONFIDENTIAL & RESTRICTED
Action Plans
Encapsulates best practices into reusable task templates
⢠Streamline Sales RepFollow-ups
⢠AnAction Plan can be created for an
Account, Opportunity, Contact or Lead.
⢠Template tasks can be pre-assigned to a
specificindividual or assigned to the running
user
⢠Unmanaged and customizable.
SalesforceLabs
Link to App
#NativeApp
Last update: 2016
9. CONFIDENTIAL & RESTRICTED
⢠This package includes 3tools:
⢠Attachmentsto Filestool: bulk conversionof all the
attachments.
⢠NotesConversiontool: bulk conversionof all the
classic notes in anorg.
⢠UpdatePageLayoutstools:updatelayouts touse the
new related listsexclusively.
Magic Mover
Migrate yourattachmentsand notes
SalesforceLabs
Link to App
#NoLimits
Last update: 2019
11. CONFIDENTIAL & RESTRICTED
Customizable Flow Header &Footer
with ProgressIndicator
Customise the flowexperience
⢠Customisable Header with icons, a
large heading and sub-heading
included
⢠Customise the footer withbuttons
and the ability to add apath
⢠Include progress bars in the header,
footer or body on your flow...youcan
even include it in all three at the
same time
SalesforceLabs
Link to App
#NoLimits
Last update: 2020
13. CONFIDENTIAL & RESTRICTED
⢠Managebacklogs, sprints,user stories, defectsand
more.
⢠Integrateyourbacklogwith otherSalesforceObjects
like Account & Cases
⢠Built by and for agile teamsin Salesforce
⢠Trackyourbacklog via Sprintsor Kanbanon Desktopor
Mobile
⢠For questions visit:www.sfdc.co/AgileSuccess
Agile Accelerator
Agile ProjectManagementin SalesforcePlatform
Link toApp
Last update: 2020
â Agile Accelerator helped our scrum teams
cope better with changing requirementsand
provided better projectestimates.â
GEERT VOLKERS
SalesforceLabs
#NoLimits
15. CONFIDENTIAL & RESTRICTED
Infosys Sandbox Manager
Manage yourSalesforceinstancesseamlessly
⢠Enables tracking of all the sandboxes in one place
by using parameters such as refreshes, usage
patterns by sandbox type, and email subscription
for refresh reminder alerts
⢠Provides historical tracking of sandbox refresh
cycle
⢠Offers graphical representation of information
InfosysLimited
Bangalore, Karnataka,India
Link to App
#NoLimits
Last update: 2016
17. CONFIDENTIAL & RESTRICTED
Preconfigured SalesCloud
Dashboards SalesforceLabs
Dashboards designedto help sales teams track
their progress
⢠Adjustable components that allow you to add
your unique goals
⢠Preconfigured dashboards and reports that
are ready to use as soon as you download,
including:
⢠Sales Manager: KeyMetrics
⢠Executive Sponsors: Key Metrics
⢠Key Performance Indicators
⢠Clean Your Room!
⢠Inspire your Sales Team with a weekly pipeline
"housekeeping" dashboard
Link to App
#NoLimits
Last update: 2019
19. CONFIDENTIAL & RESTRICTED
Clone this User
Arkus,Inc.
10 Times Square,6th
Floor, NY NY10018
Duplicates You'llLove
⢠Clone a large amount of related data (permission
sets, queues, etc.) and clone custom User fields
⢠Clone an existing User to create a New User
⢠Includes all associate assignments, or just the ones
selected (use Advanced Options feature)
⢠Sends link to new User automatically and activates
immediately
⢠Works in Classic, Lightning, and on Salesforce
Mobile
Link to App
#NoLimits
Last update: 2020
21. CONFIDENTIAL & RESTRICTED
Salesforce Adoption Dashboards
Provides visibility to relevant user login
history & key feature adoption
Includes 42 reports and 3 Dashboards
SalesforceLabs
Link to App
#NoLimits
Last update: 2019
23. CONFIDENTIAL & RESTRICTED
Adding Multiple Related Records
Flow Templateto Accelerate automationwith pre-builtbusinessprocesses
⢠Simple flowtemplate
⢠Search,select, and relatemultiple recordsat
once!
⢠Can createnew recordsof a JunctionObjector
add multiple recordsin a relatedlist
⢠Contact Roles to aCase
⢠Related Child Cases to aCase
⢠Assets to aCase
SalesforceLabs
Link to App
#NoLimits
Last update: 2019
25. CONFIDENTIAL & RESTRICTED
Trekker EmployeeOnboarding
Createa cultureof continuouslearning
⢠Make onboardingfun!
⢠Deliver role-based personalized training
⢠Includesgamification
⢠Align the onboardingprocess with businessgoals
⢠Increase new hireengagement
Setup guide:https://quip.com/qNmIAim5Vs8p
SalesforceLabs
Link to App
#NoLimits
Last update: 2019
27. CONFIDENTIAL & RESTRICTED
PopUps
PopUps & SoftValidation Rules for Lightning
⢠Easily drag and drop onto any Lightningrecord
page or Community Page.
⢠Effortlessly configure how you want your
notifications to appear using any of these three
style options: Modal, Toast, Flow.
⢠Absolutely free, and no coding experience
required.
⢠Managed & frequent updates
Stratus360,Inc.
Toronto,ON,Canada andDallas,
Texas
Link to App
#NoLimits
Last update: 2019
29. CONFIDENTIAL & RESTRICTED
⢠Allows you todocument all the items in your Salesforce
org and:
1. Get informationon variousitems with asingle click.
2. Ability tochoose the itemstobe documented.
3. DefaultâSelectallâ featureto checkall items.
4. Navigatetothe detailpage of anitem by clicking on its
name.
5. Can be downloaded as PDF or MS Wordor MS Excel
files.
Octopus
Get to knowyourSalesforceInstance
AstreaIT ServicesPvtLtd
Noida, UP ,India
Link to App
#NoLimits
Last update: 2019
31. CONFIDENTIAL & RESTRICTED
⢠Distributeimportantand relevant informationat
login beforeusersshift focustowork
⢠Perfect forLightningtransition,or any
organizationalchange
⢠Userscanset a reminder to tryit later
⢠Logic
⢠If user can access Lightning
⢠CurrentuserâsLightningpreference
Change Management atLogin
Flow Templateto Prepareusersfor changebeforework
SalesforceLabs
Link to App
#NoLimits
Last update: 2019
33. CONFIDENTIAL & RESTRICTED
⢠Free wizard-driven import/export tools. Drag &
drop mapping & integration.
⢠Advanced functionality â Scheduling &
Automation, Management & Monitoring tools
⢠Better Connectivity â Any flat file, any ODBC or
JDBC database, any Salesforce edition
⢠This app is API Only, it has no user interface
Jitterbit Data Loader forSalesforce
integrate all Salesforcedata,flat files, databases.
Link toApp
Listed since2012
Jitterbit,Inc.
Alameda, CA
Winner of DreamforceDemo
Jam in2019
Category: Developer Apps
#NoLimits
35. CONFIDENTIAL & RESTRICTED
Consent Capture - FlowTemplate
Manage your Customers' Privacy on Salesforce
⢠Recordcustomer preferences in line with your
local privacyregulations.
⢠Configure your own data use purposes and
legal basis directly on the Salesforceplatform,
using standard objects!
⢠Manage the purpose, legal basis, and statusof
the consent that has been authorized by your
contacts.
⢠Step-by-step approach with UserFriendly
interface
Link toApp
Last update: 2019
SalesforceLabs
Winner of DreamforceDemo
Jam in2019
Category: Salesforce Labs
Watch Video atDF19
#NoLimits
37. Apps with
Categories
Category Relevant App
Sales
S-Docs app is a great solution for automating document creation and delivery. Integrating it in your
Salesforce CRM, youâll be able to create invoices, proposals, reports, claim forms, contracts, etc. within
your Salesforce Cloud and send them to your customers easily and securely.
Customer Service
SurveyVista app allows creating different corporate branded surveys, forms, quizzes, checklists,
questionnaires, etc., automatically sending and analysing them. You can build personalised surveys using
your Salesforce data, distribute them via email marketing campaigns and track metrics and KPIs.
Customer Service
Campaign Monitor for Salesforce app is a beneficial solution for managing email marketing campaigns
efficiently. The tool offers a set of useful features for creating, monitoring and analysing email marketing
campaigns. You can provide your customers with personalised, engaging content based on Salesforce
data, view subscriptions and tracking the history of every customer.
Customer Service
Survicate Surveys for Salesforce: Send engaging surveys to customers and sync data to Salesforce.
Survicate Surveys use collected insights to help improve your customer satisfaction, drive referrals and
reduce churn. Net Promoter Score surveys are included.
Customer Service
Round Robin Record Assignment: Ever want to assign ownership of records to a group of people one after
another? Round Robin Record Assignment lets you create groups of users and assign ownership to the
records based on criteria you define. Group members can be set to inactivate for out-of-the office, not
working during specific hours, or on PTO across all Assignment Groups.
Customer Service
Take Ownership for Cases: Tired of the inconvenient and repetitive process for taking ownership of cases?
This free widget reduces the number of clicks from 5 down to 1 by adding a custom button to the case
page layout.
38. Apps with
Categories
Category Relevant App
IT & Admin
Dataloader.io: This simple, free, no download required app for Salesforce is an 100% cloud solution to quickly import,
export and delete data in Salesforce.com. You can automate task imports and exports on a hourly, daily, weekly or
monthly basis and even import/export data from multiple file sources (DropBox, Box, FTP and sFTP).
IT & Admin
DupeCatcher: Got duplicates? Not to worry! DupeCatcher enables users to identify, block and deduplicate leads,
accounts, contacts, and person accounts in real-time at the point-of-entry. Retain full control of the identification and
merging process, eliminating fear of loss while cleaning data.
IT & Admin
Mass Update and Mass Edit from List View: Mass update and mass edit selected records from any filter view or
related list. You get two easy to use tools designed for both admins and standard users. This application supports the
following entity types out of the box: Campaign, Lead, Account, Contact, Opportunity, Contract, Product, Case,
Solution and asset. With 15 minutes of work, you can add it to any custom object in your organization.
IT & Admin
Jitterbit Cloud Data Loader: Fast, easy, no-coding integration for any SFDC Admin, this free data migration app enables
Salesforce users to automate the import/export of data between flat files, databases, and Salesforce / Force.com. It
supports create, insert, upsert, delete, hard delete, query, and bulk loads.
IT & Admin
Mass Update, Mass Edit, Mass Delete: Need to eliminate a chunk of bad leads? With this app, it only takes a couple
minutes to mass update, edit, or delete records from any list view or related list.
IT & Admin
Mass Update Tasks, Activities Tab, Create Multiple Tasks: If you want to multi-task more efficiently, then this app is for
you. Create multiple tasks for multiple Leads, Accounts, Contacts, Opportunities and Cases. You can mass update any
custom or standard field as well as customize mass update and create task pages.
IT & Admin
Zapier: Eliminating tedious and repetitive tasks, this app connects Salesforce to all the web apps you use. It automates
your entire workflow by copying and moving data for you. Integrations with over 600 apps are supported, like Wufoo,
Gravity Forms, MailChimp, Google Sheets, Unbounce, Stripe and more!
IT & Admin
AddressTools Free: Ensure your users enter consistent country and state names with an auto-complete pick-list and
additional validation features. No need to clean your existing data before implementing. You can also validate,
standardize and correct all address fields on a pay-per-lookup basis with street-level validation (20 free lookups are
provided).
IT & Admin
Field Trip: Ever wish you could run reports on the fields you have in salesforce? Take a Field Trip! This utility lets you
analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field
populated.
IT & Admin
Elements.cloud app is a helpful tool for cleaning up, documenting and driving user adoption of your Salesforce Org.
You can access business insights and analytics data for objects and fields, map processes and sync your Org into an
easily navigated structure inside the Salesforce Setup.
39. Apps with
Categories
Category Relevant App
Human Resources
myV2MOM app is an alignment framework designed for establishing and communicating the
company vision and strategy to every team member. With this app, employees can view the
companyâs overall vision and goals created by their CEO. It helps to form transparency and
motivation for every employee and get great results with engaging stuff.
Enterprise Resource Planning
ABN Lookup app perfectly fits system administrators, who deal with ABN data. You can access
Australian Business Register, validate and store ABN data, and include them into your business
processes.
Customer Service
SurveyVista app allows creating different corporate branded surveys, forms, quizzes, checklists,
questionnaires, etc. You can build personalised surveys using your Salesforce data, distribute them
via email marketing campaigns and track metrics and KPIs.
Collaboration
Cloud Coach Fundamentals app is an intuitive tool for project management. You can create varied
projects using a wide range of capabilities of this app. Depending on your user requirements, you
can pick one of the provided tiers of project management solutions for simple and advanced
projects.
Collaboration
Box: Enables Salesforce users to easily share, access and manage files within Salesforce, and
Salesforce1. Itâs collaboration made ridiculously easy.
Collaboration
Agile Accelerator: This agile development toolset built by Salesforce helps you manage sprints and
workflows. Perfect for scrum teams.
Collaboration
Drag, Drop, and Unload: This free document management app lets you drag & drop multiple files
for instant uploading into Salesforce, even from Google Drive. Quickly add case logs, contracts,
legal docs, marketing collateral and more against any standard or custom object.
Analytics
Rollup Helper app lets roll up records and any data types in your Salesforce CRM. You can count
tasks and events, calculate sales rep win rate, view campaign information on an Account with this
app.
Finance
Avankia - DBSync QuickBooks Integration for Salesforce: This free app synchronizes Salesforce
accounts, contacts, products and opportunities to QuickBooks desktop customer, jobs, products
and invoice, estimates or sales order. It also has an automatic online update so you never have to
manually upgrade your application.
Finance
Timesheets.com: The web timesheets in this app may be used for project analysis, billing, hourly
payroll, time-off and accruals. Employee expenses and HR reports are included. Individual accounts
are free with an optional upgrade to multi-user mode.