by Henry Abenaim | Aug 22, 2019 | Blog, Salesforce-Apps-AppExchange
Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly merge multiple Opportunity records and keep a much cleaner and better system of record.
“Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities and allows users to select one opportunity as Master Opportunity out of the two selected records.”
Check it out here!
by Henry Abenaim | Aug 15, 2019 | Blog, Salesforce-Apps-AppExchange
If you have a wide customer/client base and are regularly on the road visiting current and prospective accounts, proper scheduling and planning can be quite a challenge. Not only do you have multiple schedules to juggle, but you also have to figure out the most efficient route to take to get to everyone! Well, Map Plotter is here to help you figure out that geography part. This app allows you to beyond just reading your Salesforce data, and helps you visualize it.
Visualize your Salesforce data with Map Plotter. Take a look at where your customers are located to manage customer visits. You can also optimize your travel routes and vastly improve your marketing campaigns.
Check it out here!
by Henry Abenaim | Aug 8, 2019 | Blog, Salesforce-Apps-AppExchange
Assignment Rules are easy to create and maintain in Salesforce. But if you’ve got complex routing requirements, or if you want to use assignment rules for objects other than Leads or Cases, you’re going to have to build something very custom and very complicated. Instead of trying to build and maintain a bunch of custom code to manage your assignment rules, check out the powerful Distribution Engine! The Distribution Engine features weighting, skill routing, load balancing, and more.
Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.
Check it out here!
by Henry Abenaim | Aug 1, 2019 | Blog, Salesforce-Apps-AppExchange
Scheduling and prioritization are probably one of the most overlooked factors of success. Sure, we all know that scheduling is important and that it can be super stressful if your schedule isn’t balanced, but the real question is, how do you get it on track? One answer is with the DayBack Calendar. This app for Salesforce gives users and admins amazing options, such as drag and drop functionality to help you balance your workload and the ability to see multiple calendars side by side.
The leading calendar for Apple’s FileMaker database, DayBack is now available for Salesforce: a multi user calendar that’s Lightning Ready!
Check it out here!
by Henry Abenaim | Jul 25, 2019 | Blog, Salesforce-Apps-AppExchange
Making little tweaks to your Salesforce Org. can add up to big enhancements. This week’s app gives users 5 handy new lightning navigation buttons to refresh their org, and extend functionality. Because it is built with the standard Salesforce Lightning Component Library, this app will scale with new releases! A final feature of note is that this app allows dynamic visibility for buttons via the Lightning App Builder versus using Record Types, which means you can run a button report based on field values on a record.
5 Lightning Components which display a button for users to interact with. Easily drag-and-drop these buttons onto any page to navigate to records, URLs, Chatter Groups, and List Views, and create records with specific record types.
Check it out here!
by Henry Abenaim | Jul 18, 2019 | Blog, Salesforce-Apps-AppExchange
The Drag n Drop app is a great and easy way to add files to your Salesforce pages. Once installed, you can then drag and drop a file directly onto the page or object you want to add it to. The app also features an easy file manager option that lets you have greater and faster control to all of the files you need to handle.
Several documents, images and other files can be quickly uploaded under any custom or standard Object in salesforce. Our application is configurable with your Standard Object and Custom Object , with just a click of a button you can upload, download or delete several files at the same time.
Check it out here!
