Boost your Salesforce productivity with the latest and greatest free AppExchange apps of 2024. Streamline your workflow, enhance collaboration, and maximize efficiency with these top-rated tools. Elevate your Salesforce experience and stay ahead in today’s competitive market.
DLRS (Declarative Lookup Roll-Up Summaries):
Declarative Lookup Roll-Up Summaries (DLRS) is a Salesforce tool that lets you create summaries of data from one object (e.g., total amount won) related to another object (e.g., account) without writing any code.
- Declarative Lookup Roll-Up Summaries (DLRS) simplify data summarization from child to parent objects in Salesforce.
- It’s a free managed package with a user-friendly interface for configuring roll-up summaries without coding.
- DLRS aggregates, counts, averages, and finds min/max values from child records, also supporting custom metric summarization on parent records.
- Benefits include ease of use, increased visibility, efficiency, and informed decision-making.
- By automating roll-ups, DLRS saves time and empowers data-driven choices.
- Interested users can explore DLRS on Salesforce AppExchange or refer to guides for installation and usage.
Field Dumper – Extract Data Model to Excel:
Field Dumper is a free Salesforce app for exporting your data model to an organized Excel spreadsheet, useful for documenting, sharing, or analyzing your Salesforce schema.
- Field Dumper: Free Salesforce AppExchange tool for streamlined data export to Excel.
- Selectively export specific objects or all data with detailed field info.
- The intuitive interface presents each Salesforce object on separate Excel sheets.
- Facilitates data model documentation, audits, offline analysis, and org comparisons.
Org Check:
Org Check is a free app on Salesforce AppExchange, that analyzes your Salesforce org for technical debt, helping you maintain a healthy and efficient system for optimal performance and security.
- Org Check is available on Salesforce AppExchange for assessing organization health.
- It specializes in identifying areas prone to technical debt.
- Maintaining a healthy Salesforce organization is crucial for optimal performance.
- Continuous usage and customizations can contribute to the accumulation of technical debt.
- Org Check provides insights to mitigate technical debt and enhance performance and security.
ZoomInfo Field Trip:
ZoomInfo Field Trip is a Salesforce AppExchange tool that enhances data hygiene, usability, and insights by identifying unused fields, enhancing data quality, and generating insightful reports.
- ZoomInfo Field Trip: Boosts efficiency by identifying unused fields.
- ZoomInfo Data Quality Score: Ensures accurate and current data.
- Reports on Field Usage: Prioritizes based on relevance.
- Decluttering Page Layouts and Reports: Enhances user interaction.
- Overall Benefits: Improves data quality and user experience.
S-Docs:
S-Docs is a Salesforce app that streamlines document creation, signing, and management within Salesforce, integrating with data for automation, eliminating physical signatures, and ensuring data security.
- S-Docs integrates seamlessly with Salesforce, optimizing document creation and e-signing with precise data integration.
- The template editor simplifies professional document design in PDFs and emails.
- Automation enables efficient document generation based on actions taken.
- S-Docs, a native Salesforce app, follows platform security protocols to protect sensitive data.
- Its intuitive, secure interface makes it essential for efficient document management in Salesforce.
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