Recommended Apps

Price: Volume pricing based on the number of records on your largest object up to 1 million. After 1 Million the price is fixed.

Background: Created by talented individual who has evolved the product over the last few years based on customer needs.

What it Does: This is a great deduplication tool that offers a lot of robust features and has a great support.  They quickly became a top download in the Salesforce Appexchange.

What We Love: The tool is salesforce native and your data never is stored or transferred outside your org.  The tool provides some great features in a nice simple UI unlike some of the other deduplication tools.  It has some great features such as:

• Detection

• Auto Merge and Convert

• Manual Merge and Convert

• Scheduled Jobs and Reporting

• Cross-Object functionality

How We Have Used It:  Companies we helped struggled with duplication. It was causing reps to lose track of activities due to duplicate records.  With No Duplicates we were able to quickly start with a fine tuned manual clean up which allowed us to review records prior to merging.  Then we built out scheduled jobs for auto merging along with reports.  The best thing about this tool is the simple UI.  It has a quick learning curve for admins and Salesforce teams.  The fuzzy matching thresholds are very well built

Price: FREE (Update 4/1/23 This app does now have paid versions)

Background: Created by a developer who has worked for non-profits and has a passion for helping others

What it Does: If you have some complex sharing and criteria based sharing rules are not enough - This tool is for you.  It allows you to create formulas on any standard or custom object and create sharing rules based on the formula.  The formula can be any public group, user, or role.  It runs schedule batch jobs and recalculates the sharing nightly.  It also has instructions for creating a simple trigger on the object that will recalculate in real time when changes take place. 

What We Love: The tool is very easy to use and the user interface is even easier to follow.  The support is top notch for a free product and the directions cover all your needs.  As stated though if you find something you aren't sure about - The support will respond quickly to your questions

How We Have Used It:  In one application user outside of the role hierarchy handle the top level accounts with numerous individuals handling different layers below.  We basically created a formula that traverse to the top parent account and it puts the owners Id into the formulashare field.  This allows the top level account owner to see all those related when the org wide settings for account object is set to private. 

Price: Free to try 200 Responses After that Annual Pricing Applies

Background: Created by talented team that focuses on a business solution that exceeds your needs - and not your budget. 

What it Does: Allows you the ability to create surveys natively within Salesforce.  Create easy to use customer surveys and response forms for any business requirement.  Also able to work with data compliance requirements such as HIPAA, ISO, GDPR, HiTrust, and PCI.  Easily distribute surveys via email and flow based on specific record changes

What We Love: The tool has a very short learning curve. The survey builder is very intuitive and allows you to create beautiful surveys with corporate branding.  Easily integrates with process for automation.  We also love that the pricing is one of the best out there.  No limits on responses or the number of surveys.  Pricing is straightforward and very affordable compared to others on the market

How We Have Used It:  In one application the company would perform visits to their customers and on quarterly dates the visits would get a survey about there interactions with the customer.  The sales rep would simple perform their visit and log it as normal and the survey would automatically send at the end.  It also would send out when customer issue were logged so that the customer could provide honest feedback.  This was aided in developing more KPI's for management to evaluate.