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17 Must-Have AppExchange Apps Salesforce Admins Love

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Snowforce 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. At Snowforce, attendees were asked to tell us about their favorite AppExchange apps and why they love them. Read on to see the compilation of nineteen apps guaranteed to make your team more productive, efficient, and successful.

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  • There is another Must-Have app I would add to the list and it's called FilesPlus. FilesPlus allows you to manage org’s attachments and files all within Salesforce in one place. You can check out the app for yourself here: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ceJEAR
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17 Must-Have AppExchange Apps Salesforce Admins Love

  1. 1. 17 Must-Have AppExchange Apps Salesforce Admins Love
  2. 2. SNOWFORCE Snowforce 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.
  3. 3. AppExchange | 3 KERRY DEW Director of Operations, Content FAVORITE APP: COMPANY: Pluralsight, 300 employees NICK LIECHTY Senior Consultant FAVORITE APP: COMPANY: Kyazma Business Consulting, 35 employees “Skuid helps me make my pages rock for our users.” Skuid Reinvent your user interface with processes and apps that increase revenue and drive productivity. Conga Composer Create sophisticated documents, reports, and presentations using data from any object in Salesforce. “Conga helps me create exportable forms easily.”
  4. 4. AppExchange | 4 “I love The Permissioner because it gives me the ability to mass assign permission sets.” GridBuddy Generate reports on multi-object data sets and increase data management efficiency. KIM MCCLURE Salesforce Consultant FAVORITE APP: COMPANY: Outbox Systems, 40 employees The Permissioner Assign and revoke permission sets to multiple users in less time and with less frustration. BRIAN WARREN CRM Administrator FAVORITE APP: COMPANY: ARUP Laboratories, 3,500 employees “It lets me add a bunch of records at one time. I love it!”
  5. 5. AppExchange | 5 Universal Timeline Take customer service to the next level with an interactive timeline that shows customer interactions related to specific records. KEVIN ROWLEY Salesforce Admin FAVORITE APP: COMPANY: Transportation Alliance Bank, 200 employees “I was recently asked for a list of custom fields 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 HASNA Salesforce 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.”
  6. 6. AppExchange | 6 DocuSign Delight 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 productive and understand where business is coming from so they can better focus their efforts.” Invoca Get insight into which marketing campaigns drive calls and what’s said on those calls to help close more business. DAVINA HANCHUCK Salesforce Admin FAVORITE APP: COMPANY: WealthCounsel, 90 employees “DocuSign helps automate so many of our processes, including sales and onboarding customers.”
  7. 7. AppExchange | 7 Draggin’ Role Manage role hierarchy with ease. Drag and drop users from one role to another and drag and drop roles around the hierarchy. DREW DAYTON Senior Salesforce Admin FAVORITE APP: COMPANY: Workfront, 500 employees “Our reps love it—it’s their favorite dialer. For me, it’s easy to manage, which is always a plus.” inContact Seamlessly 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 BAIR Salesforce 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 can’t get any other way.”
  8. 8. AppExchange | 8 SteelBrick Generate accurate quotes and proposals faster, and guide sales reps to the best possible solutions for their customers. RACHEL CROMPTON Business Analyst FAVORITE APP: COMPANY: EMC, 70,000 employees “Our salespeople love it because it helps catch duplicates and saves time.” Cloudingo Eliminate and manage duplicate data easily, so that you have the most accurate and up-to-date information. LANCE EVANSON Director of Business Development FAVORITE APP: COMPANY: Outbox, 49 employees “SteelBrick makes the quoting process simpler and faster.”
  9. 9. AppExchange | 9AppExchange | 9 Jitterbit Import critical business data from Salesforce, quickly, easily, and with no coding. BECKY WEBSTER Owner FAVORITE APP: COMPANY: Allenium, 2 employees “Workato makes it easy to manage multiple integrations and SaaS connections (including developer environments!). I highly recommend this amazing app!” Workato Create powerful integrations between your apps to connect and automate your work. GUY BALLARD Data Analyst FAVORITE APP: COMPANY: Utah State University, 3,500 employees “Jitterbit makes my life easier. It’s my go-to data loader.”
  10. 10. AppExchange | 10 Rollup Helper Access 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 JOHNSON Senior Sales Operations Manager FAVORITE APP: COMPANY: HireVue, 226 employees “Mass Edit + Mass Update + Mass Delete enables me to get stuff done quickly. I’ve been using it for years and it’s saved me plenty of times. Plus, it’s easy to use.” Mass Update + Mass Edit + Mass Delete Save 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 MOLIS Application Developer FAVORITE APP: COMPANY: Epsilon, 5,000 employees “It’s free and requires no coding! With a point and click, I can count the number of records connected with a parent record.”
  11. 11. AppExchange | 11 GET STARTED NOW There were so many great tips, conversations, and content shared at Snowforce, and the magic doesn’t have to end there. With thousands of apps on AppExchange covering a wide array of categories and industries, it’s 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 CHENEY Business Development FAVORITE APP: COMPANY: Powerblanket, 85 employees “Cirrus Insight makes linking Gmail and Salesforce very easy.” Cirrus Insight Integrate Salesforce with Google apps and instantly view, update, and create leads, contacts, activities, cases, and opportunities right in Gmail.

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