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App of the Week – RingLead Field Trip

App of the Week – RingLead Field Trip

Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.

Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.

Check it out here!

 

App of the Week – Duplicate Check for Salesforce

App of the Week – Duplicate Check for Salesforce

Duplicates in your CRM are rarely a good thing. Luckily, it is such an important problem, that there are many different companies out there working to help you solve this probelm. Duplicate Check is just one of those. As the most downloaded de-duping app on the AppExchange, Duplicate Check does the job by comparing objects at the point of entry and allowing you to delete or merge dupes. It even works across objects, so that you can avoid entering new leads if they are already contacts!

Duplicate Check offers the most complete and extensive duplicate prevention tools. An all-in-one native application.

Check it out here!

 

App of the Week – Round Robin Assigner

App of the Week – Round Robin Assigner

Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. Perfect for lead and case assignment, or any other object that you need to be handled.

With the Round Robin Assigner, from Process Builder or Flows, assign any object sequentially and evenly to members of a public group

Check it out here!

 

App of the Week – Email-to-anything: Lead/Custom Case Automation

App of the Week – Email-to-anything: Lead/Custom Case Automation

Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real.  With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) and just generally auto-create any record from emails: tasks, contacts, events or any object. What’s more, you can integrate with any email client.  

Email-to-anything allows you to automatically create, update & import any record. Also send emails from any Object & store full email history & conversations within Salesforce.

Check it out here!