appexchange for admins: apps every admin should know
TRANSCRIPT
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Safe Harbor
AppExchange - The #1 Business App MarketplaceAn ecosystem of proven business apps
Customized for Salesforce
Trusted and Secure
Reviewed by Peers
Over 2,800 apps 3 million installs
Apps for Every Department Sales
Finance
IT/
Admin
Marketing
Service
HR Apps
Apps for Every Industry
Government Healthcare &
Life Sciences
Financia
l
Services
Manufacturing
Media &
Communications
Education Nonprofit Real Estate
Must have Apps for IT and Admins4 Steps to Awesome Orgs
Data Management
Admin Productivity
Reporting & Dashboards
Change Management
CloudingoDupeCatcherBackupify
FREE
RingLead Conga Courier C9 Predictive Sales
Knowledge Base Dashboards & Reports
CRM Dashboards
FRE
E
X-Author for Excel
Clone this User Rollup Helper Field TripFRE
E
Dynamic Inline Help
Drop my Dossier
Crowd Guide Almond
Apps
FRE
E
FRE
E
FRE
E
FRE
E
More than 300 Apps Ready for Salesforce1 MobileExtend apps to anywhere with mobile-ready apps
Sales Service Marketing HR Finance IT/Admin ER
P
Introducing AppExchange for ComponentsThe Enterprise Marketplace for Lightning Components
Build, Scale, Share Reuse pre-built components from Salesforce
partners that work for any device
Access a Library for Components Find trusted and reviewed tools and install in minutes
Deliver Solutions FasterUse components from AppExchange with your own
custom-built components
Learn More: Customize your Lightning Experience with AppExchange for Components
Thursday, 3:30pm Century Theater 3
Michelle Seufert
SunGard
Sr. Systems Administrator
6 years using Salesforce
Book: A Prayer for Own Meany
Blog: Lifehacker
@amber9904
12.5 years using Salesforce
Book: The Last Lecture
Blog: AdminHero
@tcsfdc
Amber Boaz
Code Science, Inc.
Project Manager
Leyna Hoofer
Edmentum
Sales Systems Manager
6 years using Salesforce
Book: The Art of Racing in the Rain
Blog: theSkimm
@mjseuf10
Meet Our Speakers
Amber Boaz Project Manager
Details:
Easily track, manage, and communicate work
Results:
• Visual processes helps identify stuck tasks
• Stops double entry
• Easy to report to clients
TaskRay Project Management
Details:
Analyze object fields and what percentage of the records have that field populated.
Results:
Tells which fields aren’t being used
“Low hanging fruit” for page layout
simplification
Less angst from users!
Field Trip Run Reports on Standard and Custom Field Usage
Details:
Create powerful web forms to collect and send data to any Salesforce custom and standard objects.
Results:
Faster data entry
Related records created for me
No more duplicate data because of
lookups
Form Assembly Design Web Forms and Collect Data
Details:
Dashboards and reports provide a starting point to make sales, service, and marketing reporting easier.
Results:
Free app that saves hours
Customized for data I care about
Gives sample KPIs so my team can
begin with a goal in mind
Salesforce CRM DashboardsDashboard Pack to get you Started
Michelle SeufertSr. System Administrator
Details:
Rules based engine that ensures yourLeads and Opportunities are distributed to team members.
Results:
• Allowed Seamless scale while onboarding sales reps across globe
• Saved hours of adjusting custom code
• Helped assign new leads in a faster and more timely manner
Distribution Engine Round Robin Lead Assignment Routing and Management
Details:
Create customizable calendars from any standard or custom object.
Results:
Save time by editing records right from the calendar
Color-coding lets you see what projectan event is tied to
Better visibility into internal projects and team PTO
Calendar Anything Create Customizable Calendars
Details:
Monitor and manage Chatter adoption and engagement in your organization.
Results:
Ability to report on additional user fields (region, country, department)
Helped monitor trends for teams, regions and topics being assigned
Free apps that saved many hours getting 8 pre-built dashboards and over 130 reports
Chatter Adoption Dashboards Dashboards and Reports for Chatter
Details:
Visibility into adoption of key features and critical sales and marketing productivity enhancers.
Results:
Gives management insights into login history
Tracks trending of accounts and opportunities
42 reports that easily customizable to fit the needs of our unique business
Salesforce Adoption DashboardsProvides Visibility to Relevant Data
Leyna HofferSales Systems Manager
Details:
Control, standardize, verify, deduplicate, import and manipulate Salesforce data
Results:
Adds hours, sometimes days to
Admin productivity
Realign territories in just a few clicks
Dedup your entire database in a
matter of minutes
DemandTools The Salesforce Data Quality Power Toolset
Details:
Free app to help you manage projects, milestones, tasks, blocked tasks, overdue tasks, time, and budgets
Results:
Increases the ability to stay focused
and meet deadlines
Keep all your documentation in one
easily accessible spot
Saves hours of creating Reports and Dashboards
Milestones PM Create Customizable Calendars
Details:
Extract profiles, layouts, permission sets, field level security, etc. into Excel to auto-create a Configuration Workbook
Results:
Manually document your customizations
in minutes not days
All configurations are uniformly
documented
Quickly identify who has permissions to do what
on which object
Config WorkbookSalesforce Metadata, at your Finger Tips
Details:
Free application that allows you to view and manipulate users and roles from a single Custom Tab
Results:
Quickly re-arrange your Role Hierarchy
and re-assign Users to other Roles
See all Users in each Role on one page
Eliminates frustration when managing your Role Hierarchy
Draggin’ RoleManage Roles and Users with Ease
Visit the Collection: bit.ly/DF15adminapps
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Collect app tile pins and wear them to win! Get the list at getapphappy.com
Survey slide
Thank you
Extend Service Cloud with Must have Service Apps4 Keys to Great Service
Telephony/
CTI
Agent Productivity
Surveys &
Intelligence
Field
Service
NewVoiceMediaRing CentralCloudCall
FREE
LiveOps VoiceAdvantage
Survey Monkey GetFeedback Gainsight Timba Surveys
FRE
E
Email to Case Premium
inContact Fielo Service and Support Dashboards
FRE
E
ServiceMaxMapAnythingTime Tracking Shift Expert
Apps
FRE
E
Extend Sales Cloud with Must have Sales Apps5 Steps to Smarter Sales
E-Signature
Configure,
Price, Quote
Sales Intelligence
Productivity
Document Generation
Hoopla PowerDialerLevelEleven Milestones PMFRE
E
Dealmaker Smart Sales
Playbook
LinkedIn Sales
Navigator
DiscoverOrg
Redhot News
FRE
E
Apttus
Pros
CallidusCloud
KBMax Cloud CPQFRE
E
CongaSpringCMS-
DocsFRE
E
LOOP Document Services
DocuSignEchoSigne-SignLiveSertifi
Apps
Must have HR Apps4 Steps to manage every aspect of the employee life cycle
Recruit
Train
Manage
Collaborate
Target RecruitRecruitingJob Science Talent Rover Fairsai
lFinancial Force mployee XC
D
Litmosby CalidusCloud
Cornerstone Learnsmarter AlmondFRE
E
Spring CM for Sharing Content
BoxApttus X-Author for Chatter
Compliance Locker
Apps
Extend Salesforce with Must Have SMB AppsMaximize time and money with apps for every step
Find
Keep
Win
Grow
Steelbrick DocuSignHoopla Conga Service Max Liveops Voice Advantage
Calendar Anything
Survey Force
FRE
E
Pardot Form Assembly Vidyard BizibleZapierDB Sync
TaskRay
Almond
Apps
FRE
E
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