There are many great apps on the Salesforce AppExchange. Whether you need a CTI solution or help with reports, you can count on there being something out there on the AppExchange to help. We compiled some of our must-have free apps from the AppExchange to facilitate and improve functionality. These are some of the apps we have found useful in a variety of different orgs with no fluff.
1. GSP Sales Dashboards for Enterprise +
When tasked with building Sales dashboards from scratch, it is hard to know where to begin to best make sense of your data. Gary Smith Partnership's Sales Dashboard for Enterprise + provides comprehensive free, pre-built, and customizable dashboards. The reports and dashboards are customizable and useful. It can also showcase what good data in Salesforce can do for your reporting. GSP also has a version of their free Sales Dashboards for the Salesforce Professional edition.
Salesforce Edition: Enterprise, Unlimited, Developer, Performance
Other System Requirements: No additional system requirements
Lightning Ready: Yes
2. CloudAnswers Report Sender
Has a non-Salesforce user ever asked to be subscribed to a Salesforce report directly? No, they do not need access directly to Salesforce in order to receive a report subscription. There is no need to burn a license, an app like CloudAnswers Report Sender is an easy to use solution. CloudAnswer Report Sender allows you to send downloadable reports to any email address inside or outside your network. The report sender allows you to customize email headings and messages. Reports can be timed and scheduled. Reports can be sent daily, weekly, or monthly. The free version has some limitation, the main one is that it can only send reports as csv files.
Salesforce Edition: Professional, Enterprise, Unlimited, Developer, Performance
Other System Requirements: No additional system requirements
Lightning Ready: Yes
3. ZoomInfo Field Trip
A field trip app is one of the most helpful and useful tools for any Salesforce admin. It will help gather data on field usage and analyze usage percentages. It allows admins to easily see which fields are being used and how frequently. Field trips can be run limited by object and with date ranges. You can even limit the fields you want to analyze. As an admin, it is incredibly important to stay on top of unused fields.
Salesforce Edition: Enterprise, Unlimited, Developer, Performance, Force.com
Other System Requirements: No additional system requirements
Lightning Ready: Yes
4. Rollup Helper
Fun fact: if you have advanced currency management turned on, it'll break your currency roll ups. Some things make your rollups harder, and some make them easier. Rollup Helper does the latter. It is easy to configure and has a lot more functionality than the standard roll-up field. Results can be used in flows, validation rules or formula fields. It is free for up to 3 rollups.
Salesforce Edition: Essentials, Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: No additional system requirements
Lightning Ready: Yes
These are our must have apps. What are yours? Share your thoughts with us at SalesforceZen.com and join us for a live Q&A. Go to https://www.SuperUserAcademy.com/liveQAcall to register!
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