Five Free Salesforce.com Apps That will add immediate value to your business
Introduction
• Apps that are:
– Free
– Do not require professional consulting to implement
– Solve immediate business needs
Your presenter• William Symans
• Kloudhaven, Principal Consultant
• Certified
– Sales Cloud Consultant
– Administrator
– Developer
House Keeping
• Please ask questions by raising your hand
• We’ll try to answer questions as they arise
• Twitter @wpsymans #5FreeApps
Workbench - Overview
• Open source web-based solution which supports:
– Describing objects
– Exporting data
– Inserting, Updating, Upserting and Deleting Records
– Running queries
– Viewing metadata
Workbench – Business Case
• Improvement to Apex data loader and Force.com explorer
• No installation (web based)
• Supports SOQL and SOSL Queries
• Export and Import
• Rest Explorer
• Apex Execute
Scenario – Quick Query
You are a salesforce administrator and you’d like to get a deeper view into your data.
Workbench Query in 2 StepsLogin with your current Salesforce credentials.
Write your query with the easy-to-use wizard and you’re done.
Jitterbit - Overview
• Replacement for Apex Data Loader
• Intuitive menu-driven interface
• More file formats
• More exports including database
• Schedulable!
Jitterbit – Business Case
• All standard data loader functions
• Scheduling allows for simple, non-mission-critical single table integrations
Scenario – Custom Lead Integration
Customer has a complex website generating potential leads
Leads are loaded to a SQL Server database
Leads into Salesforce.com
Jitterbit’s schedulable logic will query the website database and insert the new leads into Salesforce.
Salesforce for Twitter and Facebook -Overview
• Manage your Twitter and Facebook engagement directly from within Salesforce.com
•Multiple accounts•Saved searches•Templates•Conversation
•Lead Generation•Case Generation•Campaigns•Chatter integration
Salesforce for Twitter and Facebook –Business Case
• Good for businesses where social media is not core to engagement
• Social media can not be ignored
• Proactive engagement – in service is critical
Scenario - Twitter Search
Twitter Post
Salesforce performs a scheduled search
A new lead is created
Scenario – Social Publisher
• Create new tweets or reply to tweets and Facebook posts
• Leverage multiple corporate accounts
• Leverage templates for consistent branded messaging
• Post to chatter to keep the organization up to date on social media activities.
Timba Surveys - Overview
• The ability to create and send custom surveys from within Salesforce.com.
• Associate with a contact or a case
• Send surveys automatically using workflow
• View results in aggregate or individually
• Requires one available site license
Timba Surveys – Business Case
• A great way to measure your business
• Workflow allows automation and consistency
• Collect references
• A great support tool
• Identify at risk customers
Scenario – Satisfaction ActionA post-installation survey is sent to a customer
Customer completes the survey
View Survey Results
Take Action
MailChimp - Overview
• Free email marketing
• Up to 12000 emails to 2000 subscribers / per month
• Integrates to Salesforce through a AppExchange package
• Manage MailChimp subscribers from Salesforce leads, contacts, and list views
• Upload MailChimp subscribers as Salesforce leads
• View MailChimp campaign results and subscriber activity history in Salesforce
MailChimp – Business Case
• Maintain contact with your accounts and contacts by targeting messaging to those contacts (segmentation).
• Monitor your messaging performance and adjust accordingly.
• Deliver value to your customer at every interaction.
Get these solutions nowWorkbench https://workbench.developerforce.com/login
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http://www.jitterbit.com
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HpEQEA0
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001R6HXEA0
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3byfEAB
Questions?