Labs Solutions

2020 EDITION Built by Salesforce employees • Free • Recommended by our customers

THE INTRO What are Salesforce Labs solutions? They’re free, customizable WELCOME TO apps, components and Flows built by Salesforce employees. This guide incorporates recommendations that solve common OUR GUIDE pain points for speciifc departments. TO SALESFORCE Here’s how to use the guide: First, check out best practices on how to ifnd a solution that ifts your business challenge. Next, LABS SOLUTIONS. explore the pain point for each department. Then read customer recommendations of the solutions that worked the best for them. Along the way, check out Appy’s Salesforce Labs tips. With over 300 Salesforce Labs solutions in inventory, we hope this guide helps you zero in on the ones that are right for your business. Happy exploring. “W ant all the details about an solution? Just click Find out more.” APPY is your guide to all things AppExchange.

THE STEPS GUIDE YOUR SEARCH 1• What business challenge do you want to solve? HOW TO FIND • What’s your time frame? THE SALESFORCE • What business processes will be impacted? LABS SOLUTIONS DISCOVER AND EVALUATE THAT ARE 2• Read customer reviews. • Search for Labs solutions on appexchange.com. RIGHT FOR YOU. • Ask your peers via user groups, Success Community. • Visit the latest app trends on AppExchange Content Collection. • Test drive the app or install in the sandbox. MAKE YOUR DECISION 3• Involve your stakeholders in the process. • Check compatibility with your Salesforce edition. • Install and conifgure based on your business needs.

THE APPS SALES Reports and dashboards help you visualize key business metrics.

SALES CUSTOMER PAIN POINT CAN I CUT DOWN ON REPETITIVE TASKS – LIKE SALES REPORTS?

CUSTOMER RECOMMENDATIONS YES. Sales Activity Dashboards EXPLORE 4.3 DASHBOARDS. “ Sales Activity Dashboards has nice free reports and a dashboard app which show activities on Accounts These apps track industry-standard KPIs and Opportunities. Easy to install.” across the entire sales process. PHIL WALTON Find out more > Salesforce CRM Dashboards AppExchange Dashboard Pack 4.4 5.0 “ Salesforce CRM Dashboards has several “ AppExchange Dashboard Pack helps you get started customizable dashboards that can be by showing you dashboards other companies use deployed in just minutes.” for sales, service, and marketing.” EDUARDO ARROYO BUYAN THYAGARAJAN Find out more > Find out more > “ It takes just minutes to get these reports out the door.” Editor's note: Reviews were edited for clarity and length.

THE APPS CUSTOMER SERVICE Surveys and agent productivity tools help elevate customer satisfaction.

CUSTOMER SERVICE PAIN POINT HOW DO I BOOST MY DUE DILIGENCE INTO CUSTOMER NEEDS?

CUSTOMER RECOMMENDATIONS INCREASE Service & Support Dashboards YOUR SIGHT. 4.3 These apps track industry-standard KPIs “ Service & Support Dashboards give you across the entire sales process. an excellent base for your customer service metrics — and then build it from there!” JENNIFER NELSON Find out more > Survey Force Who’s Viewing My Record 2.9 3.3 “ Survey Force is a great polling app and “ Who’s Viewing My Record helps our support is really easy to install and customize.” team cut down on work duplication. It was MIKE LANE an easy solution to an ongoing problem.” ABIGAIL SANCHEZ Find out more > Find out more > UP-AND-COMING APP 3.4 Customer Feedback Surveys for Social Customer Services Find out more > APPY TIP

THE APPS IT AND ADMIN Developer and admin tools help boost employee productivity.

IT AND ADMIN PAIN POINT HOW DO I AUTOMATE THE TASKS THAT I NOW CREATE FROM SCRATCH?

CUSTOMER RECOMMENDATIONS AUTOMATE AND GET A LEG UP. IT and admin apps automate manual tasks to make your life easier. Salesforce Adoption Dashboards Mass Update & Mass Edit from List View 4.6 3.8 “ Salesforce Adoption Dashboards shows who’s logging “ Mass Update & Mass Edit from List View easily updates or edits in and, more importantly, who isn’t. Use it to target multiple records at a time and conifgures custom objects.” users who require a little help.” SIEBE DE BOER MICHAEL NIALL Find out more > Find out more > Mass Delete 4.4 “ I used Mass Delete to clean up 2,000 contacts in less than 5 minutes. Loved the conifrmation message. Could not have been easier!” MISTY WHITNEY “ Try these apps Find out more > in Lightning Experience.” APPY TIP

MORE CUSTOMER RECOMMENDATIONS Graphics Pack Magic Mover 4.5 3.4 “ Graphics Pack is great for UI enhancement with “ Magic Mover made our migration of 250,000+ custom the inclusion of hundreds of images and icons and standard objects effortless. I can’t imagine how useful in Salesforce applications.” much effort it would have taken without this app!” AJAY DUBEDI STEVE BLACKWELL Find out more > Find out more > Dashboard Pal 4.1 “Dashboard Pal is a must-have for any Lightning deployment. It works great and allows users to determine which dashboard greets them at login. Our executives rely on it.” CANDI BASHIRI Find out more > “ These apps are unmanaged. Customize the code for your own needs.” APPY TIP

THE APPS COLLABORATION Project management tools help in project initiation, planning, and execution.

COLLABORATION CUSTOMER PAIN POINT IS THERE A WAY TO OVERSEE THE SCOPE OF HUGE PROJECTS?

CUSTOMER RECOMMENDATIONS KEEP IT SIMPLE. Agile Accelerator These apps can take complex projects 4.3 and simplify them, letting you stay “ Agile Accelerator helped our scrum teams focused and meet deadlines. cope better with changing requirements and provided better project estimates.” GEERT VOLKERS Find out more > Chatter Inlfuence Milestones PM 5.0 3.1 “ Chatter Inlfuence is worth considering if you use “ Milestones improved our tracking of what we Chatter for key issue resolutions or to record the worked on, the time and effort involved, and object history and don’t want to lose comments.” our ability to stay focused and meet deadlines.” JASON OLD JACQUELYN COLLETT Find out more > Find out more > Trail Tracker 3.2 “ Even sophisticated “Trail Tracker is the best app to manage and give projects can be your employees badge goals! It’s easy to track who simpliifed.” is in IP and who has completed. ” SAKETH SUBNIVIS Find out more > APPY TIP

THE APPS HR Human resource tools help employees reach their full potential.

HR CUSTOMER PAIN POINT IS THERE A BETTER WAY TO TRACK THE PROGRESS OF MY EMPLOYEES?

CUSTOMER RECOMMENDATIONS THESE APPS Almond Learning Management MAKE IT EASY. 3.8 “ Almond Learning Management enables a company Create an awesome HR experience with apps with hundreds of remote Salesforce users to quickly that track employee progress and location, roll out training and track user progress.” and even roll out training. ADAM HOOPER Find out more > Trailhead Tracker Employee Manager 3.9 3.4 “ Trailhead Tracker tracks the progress and the “ Employee Manager is great for tracking where badges within Salesforce, and goes to the my staff is, who is current, and keeping a history modules with the link embedded. Great app!” if we rehire someone for a different site.” SAMANTHA HSU LOUISE COBBETT Find out more > Find out more > myV2MOM 4.0 “ myV2MOM allows us to deifne and publish how “ Seasonal employees? Short term? Remote? we will reach our vision with speciifc, measurable You can track them all.” actions applied to each of our values.” GERALDINE GRAY Find out more > APPY TIP

KICK-START YOUR APP BUILDING PROCESS. Just like Salesforce Labs apps, Salesforce Labs components are free and built by Salesforce employees. They’re responsive, reusable building blocks for creating apps and customizing pages in Lightning App Builder. COMPONENTS DATA VISUALIZATION PRODUCTIVITY Lightning Carousel and Banner Lightning Tree Highlight key information with carousel, image, Create a multilevel, mobile friendly tree that’s conifgurable. and video banners. Lightning Sharing Hierarchy Share records with users and groups, and view or modify exist- Create interactive, visual representations ing shares within Lightning. of hierarchical Salesforce data. CMTD Enhanced Related List Boost your Lightning implementation with CMTD Enhanced Related List. AnyCalendar Drop a customized calendar into Lightning Experience or Napili Template Communities.

COMPONENTS PTO Proifle Picture Changer Update your Chatter proifle picture and status with a simple click. Language Switcher Work more comfortably in a multilanguage environment. FEEDS RSS Viewer Stay up to date on information about any topic. Google Alerts News Feed Display a customizable news feed on your homepage or record detail pages. CHATTER Follow Anything Follow a friend’s UserProifle feed or feed from Accounts, Cases, or Topics. I Follow Quickly access the latest records followed by a user in Chatter.

SPEED UP AUTOMATION WITH FLOW SOLUTIONS. Easily extend the power of Lightening Flow’s no-code process automation. Simply download conifgurable prebuilt business processes with lfow templates and install stand-alone building blocks with lfow actions. FLOWS Flow Magic — Picklists Convert your picklists into magic visual selectors. Flow Video Player & File Viewer Embed videos and ifles in your Lightning Flows. Launch Flow in Modal Launch lfows in a modal without leaving the page you are viewing. Lightning Flow Sample Pack Get started using Lightning Flow in a Lightning Community.

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