The Exchange Fall 2022
QUARTERLY MAGAZINE 2022 ALL F TRAILBLAZER RANCH SALESFORCE BEN GIVE GREEN SNEAK PEEK INTERVIEW WITH ECO-FRIENDLY AN EXPERT HOLIDAY GIFTS
THIS MONTH THE EXCHANGE FALL 2022 18/19 The Success 26/29 Through the Eyes of Beyond of Salesforce Ben Better Foods Interview with an expert. How AppExchange partners help a rapidly growing ice cream company. 20/21 30/31 AppExchange Sneak Peek at Homecoming Trailblazer Ranch Throwback party pics of our community. SVP Leslie Tom tells us what it’s all about. 25 33 Give Green Fun and Games GGiveive Eco-friendly holiday gifts. Word search. Print, search, and play. Find the words hidden in the puzzle. Words are hidden APPEXCHANGE LABS Z A E S O L U T I O N S C M R Z A E S APPY LIGHTNING R G N I N T H G I L A O A E I R G N I GreeGreenn ASTRO MVP BUSINESS NINTEX I A S S E N I S U B M X R P V I A S S CODEY OHANA COMPONENTS OWNBACKUP P G P K P I A E T P Z O E F E P G P K CONGA SALESFORCE D P J P W O L F O Q T E X B X D P J P DEMO SANDBOX EINSTEIN SOLUTIONS E I U V E X V N V S I B C E O E I U V EXCHANGE STORE I N F K L X E S B A L X H H B I N F K FLOW TRAILBLAZER INSTALL N S V A C N C T O N G A A M D N S V A S T W D T A G H N V Y N N A N S T W D T A C S E P B A A I A Q G G A T A C S E L O X O M S N A N N B E N S E L O X I L D J M T O I W G G A R O T I L D J N E E M R A P P Y O E E S C G N E E M G L Y O T R A I L B L A Z E R G L Y O P X M V P E C R O F S E L A S P X M V APPEXCHANGE EXPERTS A C Y P P A P P S S H Y S O APPS LABS L S O B S P A R K P O S T S 3 APPEXCHANGE EXPERTS A C Y P P A P P S S H Y S O APPY MAX ASTRO MULESOFT S E P A R V U O R T S A P P APPS LABS L S O B S P A R K P O S T S BRANDY MVP APPY MAX CLOUDY ODASEVA R U T H M A X S E C O N G A ASTRO MULESOFT CODEY PARTNERS S H P A R T N E R S A A T S S E P A R V U O R T S A P P COMMUNITY RUTH BRANDY MVP CONGA SALESFORCE L O T N P E P D E S B A N L CLOUDY ODASEVA R U T H M A X S E C O N G A CUSTOMER SLACK I A M C O D E Y Y Y D E T A CODEY PARTNERS DATA SUCCESS COMMUNITY RUTH S H P A R T N E R S A A T S DREAMFORCE TRAILBLAZER A V B O C O M M U N I T Y C CONGA SALESFORCE L O T N P E P D E S B A N L P U S S E C C U S A B A N K CUSTOMER SLACK A C L O U D Y A V E S A D O DATA SUCCESS I A M C O D E Y Y Y D E T A U E R E R C U S T O M E R A DREAMFORCE TRAILBLAZER A V B O C O M M U N I T Y C S A L E S F O R C E N S E A P U S S E C C U S A B A N K H S T R E P X E M R Y T P U A C L O U D Y A V E S A D O L A O E G N A H C X E P P A U E R E R C U S T O M E R A S A L E S F O R C E N S E A H S T R E P X E M R Y T P U L A O E G N A H C X E P P A O S Y H S S P P A P P Y C A S T EXPER APPEXCHANGE S T S O P K R A P S B O S L BSA L S APP MAX Y APP P P A S T R O U V R A P E S MULESOFT O TR AS MVP Y BRAND A G N O C E S X A M H T U R A ASEV OD Y OUD CL S T A A S R E N T R A P H S S TNERARP ODEYC RUTH Y OMMUNITC L N A B S E D P E P N T O L CE OR ALESFS GAN CO A T E D Y Y Y E D O C M A I CKA SL OMERT CUS CESS SUC ATAD C Y T I N U M M O C O B V A AZER TRAILBL CE OR DREAMF K N A B A S U C C E S S U P O D A S E V A Y D U O L C A A R E M O T S U C R E R E U A E S N E C R O F S E L A S U P T Y R M E X P E R T S H A P P E X C H A N G E O A L
LETTER FROM THIS MONTH THE EXCHANGE THE EDITOR FALL 2022 Thank you, Trailblazers. Wow, what a magical fall this is turning out to be. We kicked it off with our most fantastic Dreamforce yet. I’m truly grateful to all the Trailblazers who joined us in person and online to connect, celebrate, and give back. It really was the best homecoming party ever. In this issue, you can relive that AppExchange has so many ways to help Dreamforce magic with a look back at your business bundle up for a successful some of our favorite AppExchange fall. moments (Hello, Genie!). Get inspired Cozy up and enjoy, by interviews with customers and experts like Salesforce Ben. Enjoy a sneak peek of Salesforce Ranch with our very own former SVP of AppExchange Marketing and Programs. We’ve included some great tips about the Appygail the Bobcat upcoming holiday season — for retailers and shoppers. And of course, we’ve thrown in plenty of fun surprises, too.
NEWS FROM OUR PARTNER THE EXCHANGE Conga FALL 2022 The Must-Haves Find the right document generation solution for you. While it may not seem like the most glamorous task, Data Merge generating documents efficiently is critical for any Unlimited It’s important that your document generation solution Look for a solution that can generate any type of can pull stored data from multiple sources such as Capabilities company. When working on a document, you need to Document document for any kind of need. It should save across various places within Salesforce and other external consider many variables, such as audience, deadlines, multiple formats such as .docx, .xlsx, .pptx, .pdf, and platforms. This ensures every document is complete, from Multiple content, and more. Depending on how complex Formats for HTML emails, and be able to create items and symbols accurate, and on brand every time. the document will be and where you’re pulling the such as tables, images, rich text, charts, dashboards, Input Systems information from, creating the document can be Unlimited custom fonts, watermarks, dynamic formulas, and time-consuming, especially if you’re pulling from global currencies. multiple sources. Delays have consequences. They Use Cases reflect poorly on your brand, lead to a less-than-ideal customer experience, and can negatively impact sales. Finding a solid document generation solution can be challenging, but knowing what to look out for will help make your search easier. Conga, a company with the goal of simplifying revenue lifecycle complexity for customers, recommends you look for four key features when searching for the right document generation solution for your needs. Your document generation solution should prioritize security. An ideal solution should be dedicated to the Secure Choose a tool that allows you to consolidate, schedule, best practices, security, privacy, and compliance of Automated and deliver documents automatically or on demand. HIPAA, GDPR, SOC 2, and be able to send documents Systems Rather than having to manually send off a document via SFTP. Maintaining compliance, protecting your Learn more Workflows after it’s been created, creating a workflow that data, and keeping up with regulatory obligations automatically creates, stores, and sends the document ensures that your company is protected. to the intended destination will save you time. about Conga on AppExchange. 7
CUSTOMER THE EXCHANGE EXPERIENCE FALL 2022 How Four Salesforce MillerKnoll Customers Are Creating When furniture company MillerKnoll wanted to wow customers with an attractive and smooth online shopping experience, it turned to Commerce Cloud and AppExchange partners. Today, with Klarna and Affirm, it’s enhancing the ecommerce experience with automated chat and payment solutions. In addition, Better Ecommerce 6sense provides sales intelligence and media targeting for social and display networks and Bynder’s DAM system helps to manage the company’s ecommerce Experiences product imagery. Crocs Crocs was able to scale its business and reach customers more efficiently with AppExchange apps. Adyen allows the company to streamline operations, reduce costs, and increase authorizations with the consolidation of its global payments operations. In addition, it installed Magic Mover to help it transform notes and attachments to a new format for cases. Congra Grid is also used by the data center in EMEA and frees up internal resources so the company can focus on other goals. Shoe Carnival When Shoe Carnival wanted to increase customer safety and automate online orders, it leveraged AppExchange partners. By installing Forter’s Fraud Prevention app, it safely raised approval rates by over 250 basis points while reducing fraud by 75%. In addition, Think LP provides the shoe retailer with an automation platform for loss prevention and Bringg expands store fulfillment options with speedy, same- Now more than ever, businesses are learning day delivery from brick-and-mortar stores. the importance of creating engaging, connected, and secure commerce experiences both instore Conair and online. With Black Friday and Cyber Health and beauty corporation Conair kickstarted its B2C ecommerce in 2020 Monday looming, many retailers are turning and has been enhancing the customer experience with Commerce Cloud and AppExchange apps ever since. After finding Avalara, it was able to reduce risk with to AppExchange for solutions to streamline and accurate sales and use tax determinations. Conair also turned to Riskonnect to gain supply chain transparency and is looking to Attentive to enhance the customer improve that experience for consumers. Here, experience through SMS marketing that is integrated with Salesforce. we highlight four customers who are doing just that with apps. Want to get started creating a better ecommerce experience for your customers? Check out ecommerce apps on AppExchange today. 9
NEWS FROM OUR PARTNER THE EXCHANGE Odaseva FALL 2022 N FIND THE RIGHT ENTERPRISE BACKUP-AND-RESTORE SOLUTION. , D O E T R A S ENTERPRISE BACKUP-AND-RESTORE CHALLENGES P C E A R R 1 2 3 4 P E D Lack of expertise Complex data Business continuity Rapid growth E Backup and restore becomes In the event of needing Because Salesforce data is Don’t let growth hinder . more important as data to fully recover data, no so critical, disruptions can performance. Try to predict B volume and velocity increase matter its complexity, cause material impact. Testing the velocity and impact and you want to maintain Odaseva encourages you to your disaster recovery plan of data growth with a performance. As your test if you are ready to start quarterly can help quantify proactive data strategy business scales, ensure to restore data within your your RTO and prove resilience that’s automated. you can restore data within recovery time objective (RTO). at scale. your recovery point objective (RPO). HOW TO IDENTIFY AN ENTERPRISE BACKUP-AND-RESTORE SOLUTION 1 2 3 4 Security Power Control Governance Ensuring the security of your The most effective backups No matter how complex your Managing Salesforce is hard, backups requires a solution should not impact or limit data model is or how large especially during rapid that offers immutability with other operations. To achieve your data volumes grow, growth. Look for solutions encryption in motion and at the most complete RPO and enhance your security with a that can keep track of trends rest. A solution that limits RTO, Odaseva recommends backup provider that allows in your data, predict usage Find the right enterprise backup and restore solution. where and when data is finding a backup provider that you to immediately access over time, and securely At the enterprise scale, Salesforce data is complex. Data volumes are large. Data models are accessed reduces the risk of enables you to scale without and run your backup and manage data lifecycle sophisticated. Integrations, regulations, and business processes are much more intricate. data breaches from internal experiencing a slowdown in initiate recovery. automation. Enterprises running on Salesforce can enhance their experience with a backup-and-restore actors and third parties. recovery performance or impacting governor limits. solution with the capabilities to protect their mission-critical data. Our partner Odaseva shares some of the key backup-and-restore challenges for enterprises, along with how to leverage technology to solve for them. Learn more about Odaseva on AppExchange. 11
DREAMFORCE RECAP THE EXCHANGE AppExchange FALL 2022 at By the Numbers Dreamforce this year was all the feels. We connected with each other in a major way. It truly felt like a great big family reunion. The celebrations were worthy of the most epic homecoming party. And we gave back like only our community can. Here are just a few of our most favorite magic moments. AppExchange Idea Board 13
THE EXCHANGE FALL 2022 Demo Jam For partners: To kick off Dreamforce’s magical week and to mark our 10th year supporting education, Salesforce funded schools and nonprofits with a focus on teacher and student wellbeing. We’re committed to supporting our future leaders — and future dream makers — for generations to come. Relive the #DF22 experience with our on-demand content. 15
NEWS FROM OUR PARTNER THE EXCHANGE SparkPost FALL 2022 How big are your top competitors’ email audiences? Why it matters: What you can do: • Reveals number of potential customer • Perform subscriber acquisition impressions and list health audit • Exposes your underperformance • Focus on audience retention and compared to competitors of development opportunities comparable size and market footprint What type of campaigns are they running? Why it matters: What you can do: • Reveals extent, nature, and timing • Leverage insights in your event and of competitive email programming campaign planning • Provides visibility into strategic • Inform your send-time testing and customer journeys optimization strategies • Identifies program gaps and opportunities for you How targeted are their specific campaigns? Why it matters: What you can do: • Suggests degree of sophistication in • Draw inspiration for your email audience selection campaigns The Power of • Shows relatively large amount of • Reflect on your segmentation deployed campaigns versus relatively and ensure you are running enough small send volumes campaigns per segment Email Competitive • Create a compelling argument for Intelligence more resources for your email team How frequently are they running these campaigns? Why it matters: What you can do: Comprehensive visibility into competitor emails can help you take action across a wide range of • Reflects competitive contact • Use contact frequency testing and applications, including audience acquisition, message targeting and personalization, send times, strategies optimization to segment your database contact frequency, journey planning, and audience profiling. Successfully applied, competitive • Too large a number creates retention and try different send times and data can lead to strong lifts in email revenue from improvements to order value, along with open, risk, but too small a number suggests frequencies for each group click, and conversion rates. opportunities to enhance contact • Measure engagement for each group While understanding your customers is a central tenet of marketing management, so is understanding your competitors. Our partner SparkPost shares five essential insights about email Wish you had all this great data on your competitors’ emails? competitive intelligence. See why they matter and how you can act on them. Learn more about SparkPost on AppExchange. 17
CUSTOMER THE EXCHANGE SUCESS FALL 2022 How A Rapidly The Nucleus Research report identified a number of key benefit Growing Ice areas that resulted from BBF leveraging Salesforce AppExchange technology, including increased employee and manager Cream Company productivity and avoided costs. The 769% ROI was driven by: Is Driving Success with Partners Increased Productivity Cost Savings Saved Time Upon implementation of Tableau and The availability of new tools for Since implementing Goldfinch, BBF has AppExchange apps inventory management enabled BBF experienced a 70% savings in staff time Goldfinch and Accounting Seed, BBF eliminated to retire its licenses with both Fishbowl to create reports and forecasts. manual errors and improved and Google Docs. The amount of warehousing processes, and automated expired and expiring inventory was also capabilities, ultimately increasing reduced, saving $200,000 per year on employee and manager productivity. packaged goods that would have been destroyed. AppExchange expert VRP Consulting also helped What’s next for Enlightened? create data sets and dashboards within Einstein so that sales, operations, and finance teams can create The next phase for us as a company dashboards and results to solve business challenges is to have our finger on the pulse of As a child growing up in lower Manhattan, faster. Enlightened CEO Michael Shoretz loved sweets Ice cream normally contains a lot of Today, with the continued help of Salesforce and where we are at any given moment and snacks. It wasn’t until his father was diagnosed sugar ... I started thinking to myself, AppExchange apps and experts, Enlightened now has on the sales side, the operational with type 2 diabetes, however, that he started ‘I can create something healthier the time to focus on thinking even more creatively and side, and then of course as it all thinking about nutrition. that everyone, including my dad, strategically about its products and the impact they are comes together on the finance side making on the world. In fact, this fall, Michael, Jen and Shoretz launched Enlightened ice cream in 2013, can enjoy.’ That’s what gave me the team released its first charity pint, ... Ultimately, with one dashboard With Salesforce technology and Bake the World a creating a new option in the dessert category. After AppExchange partner apps and idea to start a better-for-you treat Better Place. One-hundred percent of profits from this driven by this dynamic system, we many years of rapid growth, the company now has and dessert company. flavor are going to Diversify Dietetics, an organization can dedicate even more time to our products in 10,000 stores nationwide. But with this experts, we’ve been able to hone with a mission to increase racial and ethnic diversity in level of rapid growth and success have come several in on actual data analysis, which – Michael Shoretz, CEO, Enlightened the field of nutrition and dietetics. primary goal — ensuring our fans are growing pains. From disparate systems and manual enables us to take quicker action. ecstatic every time they take a bite processes, to an endless barrage of spreadsheets to out of our products. update, Enlightened need a partner who could scale – Jen Haberman, VP, Sales, Enlightened and grow with them. – Jen Haberman, VP, Sales, Enlightened The results have been monumental. In fact, according to a Nucleus Research report, Enlightened’s parent Watch the full behind-the-scenes story company, Beyond Better Foods (BBF), achieved a Learn more about apps that can help you increase of Enlightened’s journey and its creation 769% ROI within less than two months of deploying productivity and growth at appexchange.com. of Bake the World a Better Place on solutions from Salesforce and AppExchange in 2019. Salesforce+ or Peacock. 19
SALESFORCE NEWS THE EXCHANGE FALL 2022 We were thrilled to catch up with Lesile and get the Sneak Peek at scoop on her exciting new project — Trailblazer Ranch. Here’s what she had to say. First, can you tell our readers a little about yourself and Finding ways to connect in person is the number Trailblazer Ranch your history with Salesforce? one thing Salesforce employees requested in our I started at Salesforce when there were about 1,000 employee survey. We needed to bring back the employees in December, 2005. Never in my wildest spontaneity, collaboration, and joy that comes from dreams did I expect that I would be at Salesforce 16 being together in person. years later, with nearly 80,000 employees now and Trailblazer Ranch is igniting our connection and 100,000 employees next year. Yet, Salesforce has collaboration at an exciting gathering place where infused a culture of purpose and meaning for myself employees can forge trusted relationships with and my teams at work. It is a place where we can: their colleagues, learn from one another, get • Bring our authentic selves to work — unfettered, inspired, grow in their career, get trained on the unafraid, wholly embracing who we are and not company, and give back to the community in a feeling that we need to be someone else, but fun and safe environment. It is a place where we that we are enough. can share and strengthen the Salesforce culture, • Do the best work of our careers through trusted built on our values of trust, customer success, relationships and feel confident in ourselves to be innovation, equality, and sustainability. where we are professionally, bravely and Our interim Trailblazer Ranch is a partnership with articulately. We will bring our challenges, 1440 Multiversity, located in 75 acres in the beautiful compassion, passion, and solutions to the table Redwoods of Scotts Valley, California. See our Lorem ipsum with confidence. Trailblazer Ranch video for a peek into the experience. • Be rewarded with a path to grow — to understand how we can grow, what we can ask for, and be in the driver’s seat for our growth and career advancement. • Give back by servicing our communities A VISIT TO TRAILBLAZER RANCH helping to make positive changes in ourselves, IS AN INVESTMENT IN YOURSELF, in individuals, and in our communities. your wellbeing, your reer Can you tell us about Trailblazer Ranch? eeloen , n your i The pandemic has been a defining moment that o e ouni y€ A e Rn has changed the very core of our lives. It’s challenged you’ll ƒorge ru„ e rel ion„i„ us in how we work and how we connect. At roug ier„ie, e„„ible, Salesforce, we know that work flexibility is the n inlu„ie lerning path forward but we also are know that we need e…eriene„€ I ’„ le o We chat with Leslie Tom, SVP, Trailblazer Ranch Experience to connect our employees to one another in onne , ge in„ire, lign, (former SVP of AppExchange Marketing & Programs). person, safely. Since the pandemic started, we’ve gie b†, lie e lue„ oƒ onboarded tens of thousands of employees Sle„ƒore — n e ƒun€ remotely, with many employees who still have not met their manager or team members in person. 21 Te ul ure oƒ onne ion begin„ wi e oƒ u„€ Le„lie To
Lorem ipsum SALESFORCE NEWS What is your role with TR? Tell us a bit about your day cooking classes, art journaling, and meditation. to day and plans for TR. Learning, wellness, and and giving back are As a 16.5 year Salesforce veteran, I’m so grateful for three important pillars to the Trailblazer Ranch the opportunity to pivot my years working with the experience and we are accomplishing this in a Dynamic Flow Progress AppExchange team and our partners to leading whole new way — surrounded by nature, with Get ready to level up your flow-based the Trailblazer Ranch Experience. What does this wellbeing, giving back, and fun at the center. processes. This solution lets users keep track of A VISIT TO TRAILBLAZER RANCH their flow progress through the use of several “experience” entail? At the Ranch, we strive to bring IS AN INVESTMENT IN YOURSELF, prepackaged flow elements. The Dynamic connection, collaboration, and community to every What have you learned in terms of connecting employee and, in the future, all Trailblazers. Today, your wellbeing, your reer Flow Progress solution provides you with an employees at TR that leaders at other companies can my core responsibilities include leading the Trailblazer learn from? eeloen , n your i easy way to further customize your flow Ranch experience in a way that is creative and o e ouni y€ A e Rn screens, and includes six different ways to uniquely Salesforce. This includes identifying ways to Our leadership team had a breakthrough at indicate end-user progress, such as a vertical Laulima this year and it truly hit home that our Dreamforce was a hit. We couldn’t be more activate and amplify the Ranch experience, building you’ll ƒorge ru„ e rel ion„i„ navigation menu, progress ring, and a Salesforce culture is an outcome of connection excited to share the stage with our Salesforce technology into the overall end-to-end roug ier„ie, e„„ible, horizontal progress bar. Custom labels also Ranch experience, and delivering communication for and collaboration. Our culture differentiates and #AwesomeAdmin friends, our Trailblazer make this solution ready for translation, so n inlu„ie lerning all aspects of Ranch engagement. connects all of us, and defining moments, critical experts, and of course, Salesforce Labs. e…eriene„€ I ’„ le o users can utilize the solution from anywhere choices, and pivotal people help shape the person Salesforce Labs brings free, employee-built we are today. At TR, we give space to learn about in the world. onne , ge in„ire, lign, SALESFORCE LABS Has anyone been able to visit TR yet? What has their ourselves and one another. More importantly, solutions to AppExchange. This year, they experience looked like? gie b†, lie e lue„ oƒ participated in three sessions where they we share that we can be that pivotal person to shared some of their top apps for you to try. Time Warp Sle„ƒore — n e ƒun€ AT DREAMFORCE 2O22 Yes, we’ve hosted over 30 programs and over 2,000 influence critical choices and orchestrate defining Here are some of our faves. While Salesforce has a standard activity employees with onboarding, trainings, and talent moments for others. From that, we can create timeline that displays logged calls, emails, development, bringing our employees together community and the experience of belonging, and so on, it can be easy to get lost in all the to connect in person. It’s important for all of our knowing that we are among friends, making OrgCheck data in your org. The Time Warp component employees to experience the connection and human-to-human connections. Technical debt has an impact on your helps solve this challenge by providing a fully collaboration that the Trailblazer Ranch delivers. programs and projects, your budget, your collapsible timeline, so you can stretch or We’re exploring different ways to bring the Ranch to platform and applications, and ultimately your minimize to see any period of time. It’s also our Trailblazers around the world. business. We know how important it is to bring equipped with a magical filter button, so you Salesforce Labs new developments to your team fast, but this can choose to see records that are relevant to Will Salesforce customers have the opportunity to visit can have a high impact on long-term quality. you. What if you had a tool to monitor technical the Ranch? at Dreamforce 2022 debt in your org? Now you do. OrgCheck In the future, we will look at a long-term Trailblazer Hydrogen can help you reduce technical debt Salesforce Labs is always bringing new Ranch site to bring together all Trailblazers — our through comprehensive insights of your org’s innovations to AppExchange. Explore all of employees, families, customers, and partners — Te ul ure oƒ onne ion these, and more by visiting Salesforce Labs. in a whole new way. begin„ wi e oƒ u„€ discrepancies . For example, a thorough analysis of your Apex classes, custom What do you hope people learn/gain from their Le„lie To fields, and automations, to show you time at TR? exactly which areas need enhance- ments, and where each fallacy can We are igniting the next chapter for Salesforce be found. By eliminating unused with connection, collaboration, and community, features, profiles, fields, and so on, which make up our uniquely Salesforce culture. you can cut down on technical From the moment employees enter Trailblazer debt and bring your org to its Ranch, they become immersed in Salesforce’s maximum potential. culture with tactile experiences including guided nature walks, restorative yoga, garden tours, group 23
SHOPPING TIPS GGiveive GreeGreenn Go extra eco this holiday season. FFor the or the Gift-giving season is just around But you can go beyond the reusable the corner. As you probably know, tote bags and water bottles (don’t get FFor the or the kidskids sustainability is one of our core values us wrong, we still love those) and find at Salesforce. So this year, we’re having something truly special to delight them some fun and getting everyone on our all, whether they consider themselves TTrraailblazeilblazerr There are all sorts of fabulous toys out there made list something that’s good for them and an environmentalist or not. Here are just of everything from recycled milk jugs to fast- the planet. Join us! With so many items a few examples we’ll be wrapping up for growing bamboo that check all the earth-friendly made from sustainable and recycled our special someones this year. Think “sustainable swag” is an oxymoron? boxes. But this year, these plantable colored pencils products these days, it’s pretty easy. Think again. We’ve got your Salesforce super caught our eye. The best part? You can gift them to fans covered right here. artists big AND small. FFor the or the clothesclothes-- FFor the or the coocookk consconscciousious FFor the or the cocosmetics smetics Just about every fashion brand has a sustainable line these days, but A love of food and a love of natural resources go hand-in-hand so greenwashing is still a huge issue. So it’s always a good idea to check for connoisconnoissseeuurr chances are, the cook in your life is already pretty mindful about third-party certifications like GOTS, Oeko-Tex, Better Cotton Initiative, reducing waste. But do they have a super cool looking countertop Bluesign, Certified B-Corp, and Fair Trade. One of our current faves is Like clothing, a lot of makeup brands are making forays into worm composter? No? Well, clearly they need one. Allbirds. They had us at cute and comfortable. But sustainable too? environmentalism. While it’s easy to find vegan, all-natural products, Be still our beating hearts. the container they come in is often still problematic. So we want If creepy crawlies seem a bit much, get them started on the path to give a shout out to B-certified Elate. Check out We’re also loving these socks. Because everyone needs socks. And when this eyeshadow with a no-waste cookbook like this one. We can’t wait to see what palette made of sustainably-sourced bamboo that you simply refill they whip up. you buy a pair of these, part of the cost goes toward planting trees. with your favorite pressed powders. 25
EXPERT ADVICE CAN YOU TELL US ABOUT YOURSELF AND YOUR JOURNEY I’ve been lucky to experience a broad range of jobs within the WITH SALESFORCE? Salesforce ecosystem. This has included working as a Salesforce admin for an end user of Salesforce, working at Conga, which had one of the most popular AppExchange apps at the time, and then moving on to be a co-founder of a London-based Salesforce consultancy. Throughout my time in the ecosystem, AppExchange has played a large part in each of my roles — from using apps in my role as an admin to build solutions on the platform, to partnering with ISVs when I was running a consultancy, to providing key end-to-end solutions for our customers. HOW HAVE YOU SEEN THE SALESFORCE ECOSYSTEM EVOLVE? Since I joined the ecosystem back in 2012, I’ve seen huge shifts in how the Salesforce Platform has been used. Back in 2012, Salesforce had two products: Sales Cloud and Service Cloud. Fast forward to today, and Salesforce has more than eight major clouds and countless add-ons to help drive even more business value. With products like Tableau, MuleSoft, and Slack you get a true “Customer 360” view. I think one of the most impressive ways Salesforce has evolved has been through the Salesforce Platform. The shift from Classic to Lightning was huge for Salesforce customers, enabling them to completely customize the UI to be even more unique to their business. Through the Eyes Other platform advancements such as the Lightning App Builder, Flow, and MuleSoft Composer mean Salesforce professionals can drive more value for their Salesforce implementations at a much faster pace. of Salesforce Ben A huge side effect from these innovations is that more professionals from non-IT backgrounds can skill up on Salesforce and learn to provide business value using clicks, not code. With the Trailblazer Ben McCarthy, aka Salesforce Ben, started writing blog movement, I think it’s truly amazing to see people change their lives through careers in the Salesforce ecosystem. posts on his site SalesforceBen.com in 2014 to help others FROM YOUR PERSPECTIVE, WHAT ARE navigate their career in the Salesforce ecosystem. The site THE BENEFITS OF By creating AppExchange, Salesforce has created a hive of innovation. has grown to be one of the largest Salesforce news sites in APPEXCHANGE FOR Entrepreneurs and skilled IT professionals come together to build SALESFORCE solutions that help Salesforce customers find even more value from the world, with over 400,000 monthly readers. So naturally, CUSTOMERS? the platform than they are already getting. we were excited to get a chance to talk with him recently In my role at Salesforce Ben, I’m lucky enough to work with a lot of these entrepreneurs, and it’s amazing to see them spot a gap in the about the ever-evolving Salesforce and AppExchange market from their day jobs working as admins or consultants, and then get to work building an innovative app that they can market and sell via ecosystem. Here’s what he had to say. AppExchange. I think it’s also important to note the impact that some of these apps can have. Take document generation for example: Some of these implementations can save thousands of hours of employee time per month, allowing professionals to focus on their actual roles, instead of building out documents manually. And that’s just one example of a great app category. 27
EXPERT ADVICE WHAT ARE SOME TRENDS YOU SEE WITH SALESFORCE AND/ One of the most exciting app categories over the past couple of OR APPEXCHANGE years has been the Salesforce DevOps movement. This is a relatively MOVING FORWARD? new category, with most apps being founded around 2014/2015. With the ecosystem growing at such a rate, and Salesforce customers implementing more products, features, and custom development than ever before, it was only natural that DevOps practices from the wider IT industry would come in to assist teams deploying changes on Salesforce. Salesforce DevOps doesn’t just encompass tools; it’s also a change in mindset. The tools that are on AppExchange are fantastically powerful, allowing you to deploy changes faster than ever before, while ensuring everything works as it should. WHAT ARE SOME TIPS THAT YOU HAVE FOR HOW CUSTOMERS As the Salesforce ecosystem grows, there are even more ways to drive CAN BEST NAVIGATE value for your business, by implementing new products or by building THEIR SALESFORCE custom solutions using the Salesforce Platform. But with three JOURNEY? Salesforce releases a year and constant innovation with AppExchange, it can be hard to keep up with everything. My recommendation would be to try and stay as plugged in and up to date on the current trends and new innovations as possible. We try to do this with SalesforceBen.com, providing our users with a no- nonsense overview of the current releases, product announcements, and the business value these products and features provide. It’s easy to get swept up in exciting innovations such as AI and DevOps. But first, make sure your Salesforce Platform has a solid foundation. Factors such as solid business process mapping, user adoption, and executive sponsors are key to any Salesforce implementation. WHAT IS SALESFORCEBEN.COM? SalesforceBen.com is the world’s largest Salesforce news site. Our mission is to help advance the careers of Salesforce professionals, no matter their background. Our internal team of 10 employees and our network of over 400 guest authors are constantly looking for ways to provide value to the Salesforce ecosystem through relevant and thought-provoking content via our website, LinkedIn page, and YouTube channel. A huge part of what we do is highlighting AppExchange apps and how Salesforce professionals can use them to further enable various business processes. One way we do this is through our AppAssessor program, which provides a deep dive into various apps on the AppExchange. There are all written by certified consultants, and their experience in installing, configuring, and using the app. Check it out. 29
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THE EXCHANGE FALL 2022 Print, search, and play. Find the words hidden in the puzzle. Words are hidden APPEXCHANGE LABS Z A E S O L U T I O N S C M R Z A E S APPY LIGHTNING R G N I N T H G I L A O A E I R G N I ASTRO MVP BUSINESS NINTEX I A S S E N I S U B M X R P V I A S S CODEY OHANA COMPONENTS OWNBACKUP P G P K P I A E T P Z O E F E P G P K CONGA SALESFORCE D P J P W O L F O Q T E X B X D P J P DEMO SANDBOX EINSTEIN SOLUTIONS E I U V E X V N V S I B C E O E I U V EXCHANGE STORE I N F K L X E S B A L X H H B I N F K FLOW TRAILBLAZER INSTALL N S V A C N C T O N G A A M D N S V A S T W D T A G H N V Y N N A N S T W D T A C S E P B A A I A Q G G A T A C S E L O X O M S N A N N B E N S E L O X I L D J M T O I W G G A R O T I L D J N E E M R A P P Y O E E S C G N E E M G L Y O T R A I L B L A Z E R G L Y O P X M V P E C R O F S E L A S P X M V APPEXCHANGE EXPERTS A C Y P P A P P S S H Y S O APPS LABS L S O B S P A R K P O S T S APPEXCHANGE EXPERTS A C Y P P A P P S S H Y S O APPY MAX ASTRO MULESOFT S E P A R V U O R T S A P P APPS LABS L S O B S P A R K P O S T S BRANDY MVP APPY MAX CLOUDY ODASEVA R U T H M A X S E C O N G A ASTRO MULESOFT CODEY PARTNERS S H P A R T N E R S A A T S S E P A R V U O R T S A P P COMMUNITY RUTH BRANDY MVP CONGA SALESFORCE L O T N P E P D E S B A N L CLOUDY ODASEVA R U T H M A X S E C O N G A CUSTOMER SLACK I A M C O D E Y Y Y D E T A CODEY PARTNERS DATA SUCCESS COMMUNITY RUTH S H P A R T N E R S A A T S DREAMFORCE TRAILBLAZER A V B O C O M M U N I T Y C CONGA SALESFORCE L O T N P E P D E S B A N L P U S S E C C U S A B A N K CUSTOMER SLACK A C L O U D Y A V E S A D O DATA SUCCESS I A M C O D E Y Y Y D E T A U E R E R C U S T O M E R A DREAMFORCE TRAILBLAZER A V B O C O M M U N I T Y C S A L E S F O R C E N S E A P U S S E C C U S A B A N K H S T R E P X E M R Y T P U A C L O U D Y A V E S A D O L A O E G N A H C X E P P A U E R E R C U S T O M E R A S A L E S F O R C E N S E A H S T R E P X E M R Y T P U L A O E G N A H C X E P P A O S Y H S S P P A P P Y C A S T EXPER APPEXCHANGE S T S O P K R A P S B O S L BSA L S APP MAX Y APP P P A S T R O U V R A P E S MULESOFT O TR AS MVP Y BRAND A G N O C E S X A M H T U R A ASEV OD Y OUD CL S T A A S R E N T R A P H S S TNERARP ODEYC RUTH Y OMMUNITC L N A B S E D P E P N T O L CE OR ALESFS GAN CO A T E D Y Y Y E D O C M A I CKA SL OMERT CUS CESS SUC ATAD C Y T I N U M M O C O B V A AZER TRAILBL CE OR DREAMF K N A B A S U C C E S S U P O D A S E V A Y D U O L C A A R E M O T S U C R E R E U A E S N E C R O F S E L A S U P T Y R M E X P E R T S H A P P E X C H A N G E O A L
