Salesforce AppExchange: Our favourite 6 apps you should be using
Jun 12, 2020
Today on the SFDC-Academy Livestream Dan and I chatted about the apps we believe are the must haves for every single Salesforce instance. All of these apps are free, and predominantly from Salesforce Labs (and one from Brightgen). They all work in Lightning and are easy to install and configure.
So, what’s stopping you? Each app is detailed below and you can check them out on the Salesforce AppExchange and grab them today. We get a bit more into the nitty-gritty on the Livestream so check out the replay HERE if you want to go deeper.
Every Salesforce Instance needs clean address data. There are some paid apps that validate addresses and also return additional information. This is a great alternative or starter to use to ensure you have consistent address formats and values in your address fields.
Google address autocomplete available in your flows
Typeahead function using Google Places returns suggestions as you type and populates all relevant fields to make use of however you'd like in your flow
Add it to your screen as a lightning component and utili(z)se the output attributes
Grab individual parts of the address or use the full address string provided
Customi(z)sable to show/hide the map and/or editable address fields using the standard lightning:map tag (no API key necessary)
Picture this - you have a flow setup, part of the flow is using an email template but you need to personalis(z)e the email and you really don’t want to do this separately as that is inefficient and takes you away from your automation. What’s the answer? Flow Email Composer from Salesforce Labs.
A lightning component that provides the ability to select an email template and prepare a draft version of the email with merge field values.
Compose emails on the go without selecting the email template
More user friendly than the standard email template
Upload attachments which will be saved in Files
Pre-populate the email composer with To,CC,Bcc,Subject
Prepare a draft version of the email being sent based on the selected template
Adding products to opportunities can be tedious and, sometimes, frustrating. What if you could add them easily (some would say quickly) from the Opportunity page? Guess what - there is an app for that and you can get it now!
This is a simple component that enhances the standard UI and UX for adding products into opportunities on Lightning Experience.
Easily view existing products on opportunities, edit products line items, and dynamically add new line items
Choose and edit the price book for opportunities and dynamically search and add products
Much easier/fewer clicks to add products into opportunities
This one might sound a bit strange but it does pack a punch and you will find so many uses for it.
CMTD Enhanced Related List is a “Custom Metadata Type Driven” Lightning Component that provides enhanced features to display related list records in Lightning App
Declutter records and remove unwanted data
Group related records using this configurable component
Install and use - no coding or dev’s required
Supports enhanced functionalities such as configurable Filter, Sort, displayable fields, and look and feel to support your business needs
“Enhanced Related List” controls the list of fields that need to be displayed for each component.
Utili(z)ses a drag and drop approach for the component in the App Builder
Use your creativity of the available display type to suit your design
So there you have it. Six totally free and well-supported apps that you should be using in your Salesforce instance today! Go and try them and let us know what you think by dropping us a line or you can find Dan and me on Twitter and we are always happy to hear from you.
If this was useful check out previous episodes of our Weekly SFDC Academy Livestream where we talk about all things Salesforce and what you can do to set your org up for success.