Maximize Your Salesforce Productivity: Top Free AppExchange Apps for 2024
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.