Salesforce has plenty of useful tools on the AppExchange and Chrome Web Store that encourage an improved user experience. But with so many on the market, do you know which ones you should be looking for?
In this article, I’ve highlighted nine free Salesforce apps that can supercharge your productivity, focusing on user recommendations to key tools that you definitely need to know about to improve your org.
1. Clone This User
Business Need: Admins and Developers
Onboarding and configuring new users on Salesforce can be a time-consuming process for admins. If you’re looking to mitigate the amount of effort that goes into this process, then Clone This User could be the tool for you.
Available in Classic, Lightning, and Mobile, Clone This User enables you to glide through the setup process, saving valuable time that you can spend on other pressing matters. You can simply search for an existing user to serve as a template, then hit “clone” to create a new user with the same settings in no time!
Clone This User makes life easier for admins by allowing them to replicate settings from an existing user when creating a new one. This handy tool averages a 4.77 out of 5 rating on AppExchange from 87 reviews, with many users pointing out how it makes the whole process a breeze and reduces the amount of time spent on user record comparisons.
This efficient tool is completely free, making it a no-brainer for Salesforce Admins looking to streamline their user management workflow.
2. Time Warp
Business Need: Any (Horizontal Product)
Introducing Time Warp – a free and useful tool that gives users a panoramic view of key leads, accounts, contacts, cases, and more – all organized and displayed on an interactive timeline.
Supporting standard and custom objects, as well as Person Accounts, Time Warp offers a birds-eye view of essential details just by hovering over a specific record. Plus, filtering is quick and efficient, helping you find precise records in no time.
Customization is also king with this tool – you can change the height, title, scale, and more to fit your unique needs. You can add or remove related records by object, choose icon and background colors, and make the most of support for different locales and languages.
With a 4.76 rating from 66 reviews on AppExchange, Time Warp has been best described as an “immensely useful tool to visualize timelines for accounts”.
3. Act On It
Business Need: Users
Our third free app is Act On It – a hidden gem on the AppExchange market that takes out the hassle of managing your business operations within Salesforce.
Act On It helps manage tasks such as contract renewals, follow-ups, and overdue actions without needing any deep technical expertise. Also, managers can easily set up customized notifications for themselves and their teams, while admins can create workflows to streamline their own processes.
With real-time monitoring and alerts, Act On It helps teams respond quickly and stay on top of tasks, all while automatically capturing key activities for reporting.
This app is perfect for businesses looking to boost team productivity and increase organizational agility.
*You can try it for free with up to 20 users before diving into the premium version.
4. Vinton for Sales Cloud
Business Need: Sales
Vinton for Sales Cloud is an AI assistant that works as a note-taker and a ‘meeting intelligence’ extension. It works seamlessly with Zoom, Teams, Meet, Slack, and even in-person meetings.
With Vinton, you’ll receive automatically generated meeting summaries, follow-ups, and next steps within Sales Cloud, making it easy to stay organized and stay on top of your game.
On top of this, Vinton is more than just a note-taker – it’s an intelligence coach too! Vinton will score every meeting from ‘poor’ to ‘great’, comparing it to best practices and offering coaching suggestions based on key moments in the call. With the sentiment score feature, you’ll get an overall positive, neutral, or negative score, giving you valuable insights to refine your sales approach.
In essence, this tool will save you a bunch of time after meetings and give you the type of insights you may miss without it.
Get to know more about Vinton for Sales Cloud from our very own Productivity Demo Jam!
5. Mass Delete
Business Need: Admins and Developers
Say goodbye to tedious time-consuming data deletion with Mass Delete, the ultimate data cleanup tool for your org!
With Mass Delete, you can effortlessly remove outdated information or purge sensitive client data to stay compliant with GDPR. The tool simplifies the process of selecting and deleting multiple records, allowing you to delete up to 250 records at once. This mitigates the time spent on manually shifting through endless lists and worrying about accidentally deleting the wrong records.
Mass Delete works its magic on reports only in public report folders. Plus, reports attached to dashboards, scheduled reports, or those used in reporting snapshots are off-limits for mass deletion.
6. Octopus
Business Need: Admins and Developers
Octopus is a native Salesforce app that lets you gather and organize all the essential details about your org in one convenient place, freeing users from endless searching and scattered information.
This tool allows you to document various Salesforce components, including Apex classes, pages, workflows, triggers, objects, and much more. The best part? You can easily export all the valuable data into a PDF, Word, or Excel format – perfect for when you need to share it to your team, stakeholders, or even your own personal records.
With Octopus, you’ll save time, reduce headaches, and keep your entire Salesforce landscape organized and easily accessible!
7. Inspector Reloaded
Business Need: Admins and Developers
Salesforce development and maintenance can be a real challenge for developers. This is where Salesforce Inspector Reloaded (SIR) comes to save the day – an awesome open-source Chrome extension that helps organize, analyze, and optimize Salesforce data and metadata.
SIR is a community-driven tool that puts an end to the hassle of context switching and streamlines tasks importing/exporting data, running SOQL queries, and managing API requests.
It essentially removes the need for cluttered browser tabs and gives you an all-in-one solution that provides users with setup shortcuts, metadata search and download, and more – without any need for external tools.
8. Org Check
Business Need: IT, Admins, and Developers
The next gem on our list is Org Check! This powerful tool optimizes the way you can manage your Salesforce org, giving you an in-depth view of your Salesforce environment.
Org Check ensures top-notch metadata standards that help your org run smoothly while visualizing and managing roles within your org. On top of this, it will keep tabs on public group memberships and gain insights into your Apex components to make more informed decisions.
It’s a breeze to install, doesn’t expose any data outside of your network, and includes essential data extraction and transformation capabilities.
This really is a game-changer to take your org to the next level!
9. Field Trip
Business Need: Admins and Developers
The final submission on our list is Field Trip – a one-of-a-kind Salesforce app that gives you a comprehensive view of your data, unlocking valuable insights that may be hidden within your field.
With Field Trip, you can effortlessly analyze fields across any object, check the percentage of records with populated fields, and evaluate the overall health of your Salesforce data.
What’s more, Field Trip helps you compute your ZoomInfo Data Quality Score based on the fill rate and weight of object fields. With fully customizable field weights and the option to extend your analysis beyond leads, contacts, and accounts, you’ll gain a complete understanding of your Salesforce data landscape.
10. Cuneiform for CRM
Business Need: Any (Horizontal Product)
Cuneiform for CRM is the ultimate game-changer for your Salesforce data management in 2024. This powerful, native Salesforce app analyzes the health, shape, and reliability of your CRM data, providing actionable insights in minutes.
Cuneiform’s well-architected design and 100% native integration ensure your data is secure while tackling the complexities of large, highly regulated organizations. It has lightning-fast data profiling that can process millions of records and over 1000 fields at 60x the speed of traditional solutions.
With Cuneiform for CRM, you’ll not only improve data analysis efficiency but also drive better user adoption with real-world usage statistics.
Summary
Hopefully, we have pointed out some gems on the market that you weren’t yet aware of, and that will increase productivity within your org.
Were there any that we missed? Let us know in the comments below.
