One-line Pitch: – Salesforce to Excel Add-in, opening up your Salesforce org into the familiar, timeless Excel interface. Highlights – Retrieve, Update and Remove data to/from Salesforce rapidly – Selectively update by using the Drag-and-select functionality.– Templates are easy to create or can be deployed by… Read More
Working in the consultancy space, we are tasked with coming up with solutions for our clients most complex issues. In the analysis phase of any project, researching solutions for any particular problem might come in a variety of formats. For any consultant, developer or admin,… Read More
I’m a massive fan of the Salesforce Labs program, if you follow me on Twitter then you’ve probably heard me praising the program in the past! It’s an awesome program inside Salesforce for employees. They can share apps that they create within the AppExchange and… Read More
Earlier this year, the company behind Conga Composer built an eSignature product to sit alongside their popular document & contract management solutions. I recommend Composer on an almost weekly basis to my clients, as it’s just a no-brainer for nearly every business out there. If… Read More
Remember this guy? Back in 2017, The AppAssessor investigated Salesforce AppExchange Apps on your behalf, reporting back on highlight features, app impact, the setup process and pricing. Now, the AppAssessor is back – with a fresh new look and what is already shaping up to be… Read More
I was attending a Salesforce demo the other day when I spotted an impressive Lightning Component on the side of the Lead page. The Component looked the spitting image of iMessage or Whatsapp so it was immediately obvious what it was. The demo I was… Read More
Overview – Enterprise and Up – Doesn’t count towards object / tab limits – Lightning Ready Highlights – Native to Salesforce – Powerful automation and customer self-service options – Massive number of features – Text-to-Speech (including the use of fields from Salesforce!) – SMS Options Available… Read More
Overview – Enterprise and Up – Doesn’t count towards object / tab limits – Lightning Ready Highlights – Rapid and simple installation – Utilises Phone features inside Salesforce – Can integrate with various CRM systems at once – Prebuilt analytics view Notes – Product core isn’t native to Salesforce –… Read More
Overview – Professional and Up – Doesn’t count towards object / tab limits – Lightning Ready (N/A Highlights – Patent-pending Anti-Replay technology to prevent hacking – True No Username & No Password login to Salesforce.com – Cheap price (starting at 1 USD per user, per year) –… Read More
The Customer Success Expo at Dreamforce – I had been warned that this was the World Tour expo halls, on steroids. Housed in Moscone South, more than 400 partner sponsors come together ‘under one roof’, this year filling a hall 260,560 square feet in… Read More
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