At Adept, we have some pretty switched-on Salesforce Consultants who have the opportunity to work with some equally switched-on and innovative clients on complex transformational projects.

From time to time, we receive requests or encounter problems where we think ‘we should turn that solution into something’. While time is always short, occasionally these thoughts have eventuated in a variety of ways.

So today I will share with you a list – far from definitive – of some of these tools that have seen the light of day and we think you might find useful. For every tool that sees the light of day, there is another stack of ideas waiting to be born. Watch out for some more over the coming weeks, months, and years.

1) Salesforce Change Set Helper (Chrome Extension) – https://chrome.google.com/webstore/detail/salesforce-change-set-hel/gdjfanbphogooppaefebaaoohdcigpoi

This nifty little tool that excites many a Salesforce Admin allows you to enhance the Salesforce change-set. It was built by the wonderful Sue Bohme, one of our Wellington-based consultants. It adds the last changed date and allows sorting, searching, validation, and comparison with other orgs and improves the usability of Salesforce change-sets, sporting an impressive 9000 users so far.  

Recently updated to fix bugs and make it Lightning Compatible!

Features include:

  • Automatically ordered by most recent modified first.
  • Filter/Search/Order by any field.
  • Includes the last modified date and user and api name for each item.
  • Sets all pages to show the 1000 rows. If there are more than 1000 items in a page, it asks if you want to continue to retrieve more.
  • View and search on items in the change-set.  This allows you to see the whole change-set and search to make removing much easier.
  • Compare to another org (uses OAuth2.0 — no username or password information is seen or stored by this extension).
  • Show the last modified date and user for the compared org as well.
  • Click the file name to see a diff of the metadata file between orgs.

All for the grand sum of $0 – total bargain. 

2) Celebrate Success (Appexchange) – https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtEyXUAV

This fun app, the brainchild of one of our Auckland Consultants Paul, delivers an explosion of Confetti and Cheering every time you win a deal. It’s installed by nearly 1000 organisations worldwide including Buckingham Palace – it’s slightly mind-boggling trying to imagine what they do with it, but hey, it’s the real royal seal of approval!  

It is intended as a bit of fun and to drive a culture of celebrating success in your sales team.   Featured in 2018 at Dreamforce in the top 5 game-changing lighting components, it must have caught the attention of someone because as many of you will have noticed very similar functionality has now not only been turned into a trailhead, but also standard functionality in a recent release – as they say, imitation is the sincerest form of flattery. The copyright lawsuit is in the mail!

   

Like lots of things, the original is still the best and we think our tool has a place for plenty of use cases, so it remains on the appexchange for you to check out also for the low, low price of $0.

3)  TxtinIT  (Appexchange) – www.txtinit.com     https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EVC99UAH

TxtinIT brings the power of bidirectional SMS to your Salesforce instance. Download it into your org and seamlessly connect it to your choice of a wide range of local and global SMS providers.  Used by hundreds of local and international companies, TxtinIT is delivering hundreds of thousands of SMS a month into and out of the Salesforce platform. 

Some key points on the platform: 

  • The tool is a native appexchange application, thus it’s fully integrated with Salesforce. Messages sent as activities. Can be integrated with both standard (Lead/Account/Opportunity) and custom objects.
  • Criteria Based Sending: TXTinIT allows you to automate messages based on Salesforce record criteria.
  • Two-Way: Send and receive SMS messages directly out of and into Salesforce.
  • Schedule Messages: Schedule future sends at a specific time with ease.
  • Bulk Sends: You can easily send to all filtered results in a Salesforce list view.
  • Template Messages: Organise and share message templates with the rest of your team using our intuitive mail-merge functionality.
  • Shortcode & Virtual Numbers: Shortcodes are supported in NZ, Australia, UK, and USA. Virtual numbers are available in select regions.
  • Supports Integration with Process Builder: Our integration with Salesforce Process Builder lets you add text messages to any existing automated processes.

There is a free version for you to try out and you can upgrade to paid versions for higher volume use. More information can be found at txtinit.com

4) Adept Integration Package (Accelerator) 

This package is the culmination of years of Salesforce integration experience and pain and suffering over many challenging projects from a wide variety of team members. 

The Adept Integration Package provides a central place to define and hold the following:

  • Integration Configuration – each interface can be defined, e.g. inbound or outbound, processing and monitoring rules, emails for notification etc.
  • Integration Audit – provides detail of each batch/payload of data received or sent by each integration point which can be used by Salesforce Admin or business support people to confirm integration status.    
  • Integration Error Log – provides further detail of any error status of data sent or received, which can be used by Salesforce Admin or technical support people to diagnose issues.

With this accelerator package, we can drive integration using configuration. We can then just map the staging to the final object.  Once all the plumbing is in place, we can update simple mapping without touching code

In our view, there are some massive time savings here with some experiences seeing us cut integration development effort by 50% – which represents an enormous potential saving in terms of time and money.  

We typically use this accelerator as part of our customer projects, as such if you are interested in this approach – you will need to contact us. 

Mike Keane