Salesforce is now vital for firms that want to improve their CRM. To maximize its potential, Salesforce admins must use apps on the AppExchange. These apps have advanced features. They improve productivity. They assist admins in managing Salesforce environments with greater efficiency. With the constant influx of new tools, it can be hard to find the most relevant apps. In 2024, several must-have Salesforce apps emerged. They offer cutting-edge solutions to common admin challenges. This guide will introduce you to the top 10 Salesforce apps every admin should know about in 2024.
Table Of Contents
- Enhanced Reporting and Analytics: Tableau CRM
- Simplifying Data Management: Data Loader
- Improving User Adoption: WalkMe
- Enhanced Security and Compliance: OwnBackup
- Streamlining Workflow Automation: Process Builder
- Efficient Data Cleaning: Duplicate Check for Salesforce
- Seamless Email Integration: Salesforce Inbox
- Enhanced Document Management: Conga Composer
- Advanced Data Analysis: Dataloader.io
- Comprehensive Field Management: Field Trip
- Conclusion
1. Enhanced Reporting and Analytics: Tableau CRM
Salesforce has great reporting tools. For deeper analytics, use Tableau CRM, which was before known as Einstein Analytics. It's the best app for that. It has advanced data visualization. It helps admins find insights to drive business decisions.
Why use Tableau CRM?
It makes interactive dashboards and reports. They allow real-time data analysis. Admins can filter data, build custom reports, and use AI insights to predict trends.
Key Features:
- AI-Powered Analytics: Provides predictive analytics and machine learning models for deeper insights.
- Data Visualization: Interactive and customizable dashboards for visualizing complex data.
- Real-Time Data: Offers up-to-the-minute data analysis, crucial for fast-paced decision-making.
2. Simplifying Data Management: Data Loader
Managing data in Salesforce can be tough, especially with bulk records. Data Loader is a native Salesforce tool. Every admin should master it for data import, export, update, and deletion.
Why Use Data Loader?
It simplifies data import/export. It handles large datasets with precision. Data Loader ensures data integrity. It also has a simple interface for complex data tasks.
Key Features:
- Bulk Data Operations: Supports inserting, updating, deleting, and exporting Salesforce records in bulk.
- Intuitive UI featuring step-by-step processes for various data management tasks.
- Secure: Provides secure data operations by following Salesforce's robust security protocols.
3. Improving User Adoption: WalkMe
For Salesforce admins, ensuring high user adoption rates is essential. WalkMe is an app for onboarding and training users in Salesforce.
Why use WalkMe?
It gives interactive, in-app guidance. It helps users navigate Salesforce features. Admins can use WalkMe to create custom walkthroughs and training. This will reduce the learning curve and boost productivity.
Key Features:
- Guided Training: It gives step-by-step guidance and pop-up tips in Salesforce.
- Onboarding: Simplifies new user onboarding with in-app tutorials and workflows.
- Usage Analytics: Tracks user behavior to identify pain points and areas for improvement.
4. Enhanced Security and Compliance: OwnBackup
Data security and compliance are top priorities for Salesforce admins. OwnBackup is a vital app for data backup, recovery, and compliance in Salesforce.
Why Use OwnBackup?
It automatically backs up Salesforce data. So, critical info is always recoverable. OwnBackup's compliance tools help admins meet industry regulations, like GDPR and HIPAA.
Key Features:
- Automated Backups: Daily, scheduled backups of all Salesforce data and metadata.
- Data Restoration: Quick and easy data recovery options in case of data loss or corruption.
- Compliance Tools: They help meet data privacy laws. They do this by providing secure storage and audit trails.
5. Streamlining Workflow Automation: Process Builder
Salesforce's Process Builder is a tool for admins. It automates business processes to reduce manual work and errors.
Why use Process Builder?
It lets admins create automated workflows without code. This tool can help with tasks. It can update records, send emails, and create new records based on rules.
Key Features:
- No-Code Automation: Allows admins to build complex workflows using an intuitive drag-and-drop interface.
- Trigger Actions: Automatically trigger tasks, updates, emails, and more based on specified criteria.
- It supports multiple processes for different objects and criteria. This allows for flexible automation of diverse workflows.
6. Efficient Data Cleaning: Duplicate Check for Salesforce
Data duplication is a common issue that can impact the quality of Salesforce data. Duplicate Check for Salesforce is an app. It finds and merges duplicate records. This keeps the database clean.
Why Use Duplicate Check?
It helps keep data accurate. It finds duplicate contacts, leads, accounts, and other records. This is vital for reporting and customer communication.
Key Features:
- Duplicate Detection: Identifies duplicates in real time during data entry.
- Merge Tool: Provides an easy-to-use interface for merging duplicate records.
- Automation: Cleans up duplicates through scheduled cleanup processes.
7. Seamless Email Integration: Salesforce Inbox
Salesforce Inbox is an essential app for integrating email communications directly into Salesforce. This integration allows for more efficient tracking and management of customer interactions.
Why use Salesforce Inbox?
It syncs emails, calendar events, and contacts. This ensures all communications are in Salesforce. You will have a complete view of customer interactions.
Key Features:
- Email Sync: It syncs emails between Salesforce and clients like Outlook and Gmail.
- Activity Tracking: Automatically logs email activities related to Salesforce records.
- Calendar Integration: Connects calendar events to Salesforce, enhancing scheduling efficiency.
8. Enhanced Document Management: Conga Composer
Admins often need to generate documents like quotes, contracts, and proposals. Conga Composer simplifies this. It allows users to create complex, dynamic documents in Salesforce.
Why use Conga Composer?
It creates accurate, branded documents quickly. This saves time and cuts errors in manual document creation.
Key Features:
- Custom Templates: Create reusable templates for consistent document generation.
- Automation: Automate document creation based on specific triggers or workflows in Salesforce.
- Integration: Integrates with other tools like e-signature solutions for streamlined processes.
9. Advanced Data Analysis: Dataloader.io
Dataloader.io is a popular data management app. It complements Salesforce's Data Loader. It has a more user-friendly, cloud-based interface.
Why use Dataloader.io?
It simplifies data tasks. It imports, exports, and deletes data. It's ideal for admins with large datasets.
Key Features:
- Easy Data Upload: Supports drag-and-drop data import from various sources.
- Scheduled Tasks: Allow the scheduling of data import/export operations.
- Cloud-Based: No installation is required, providing flexibility for admins working remotely.
10. Comprehensive Field Management: Field Trip
Field Trip is an app that helps admins analyze the usage of fields in Salesforce. It shows which fields are the most and least used. This helps with data cleanup and optimization.
Why Use Field Trip?
It helps to know which fields are underutilized. It streamlines data management, improves user experience, and keeps Salesforce efficient.
Key Features:
- Field Analysis: Provides detailed reports on field usage across different objects.
- Data Cleanup: Identifies unused fields, helping admins decide what to remove or optimize.
- Optimization: Assists in optimizing page layouts by highlighting key fields.
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- AWS Certified Solutions Architect
- Google Certified Professional Cloud Architect
- Big Data Certification
- Data Science Certification
- Certified In Risk And Information Systems Control (CRISC)
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- Project Management Professional (PMP)® Certification
- Certified Ethical Hacker (CEH)
- Certified Scrum Master (CSM)
Conclusion
In 2024, Salesforce admins have many apps to boost productivity. They help streamline workflows and keep data intact. The ten apps discussed here are essential for managing Salesforce. They include Tableau CRM for advanced analytics and Field Trip for field management. Using these apps in daily tasks can help Salesforce admins. They can optimize their CRM, drive better user adoption, and maximize Salesforce. As the platform evolves, it's key to stay up-to-date with its tools. This will help you maintain a competitive edge in managing Salesforce.
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