Salesforce is a popular CRM software that offers a wide range of features to help businesses manage their customer relationships. However, the software can sometimes be expensive for small businesses and startups.
Fortunately, several free Salesforce tools and apps are available that can provide many of the same features as paid software. In this article, we will explore some of the best free Salesforce tools and apps and scenarios where they might be helpful.
A data loader is a Salesforce tool that helps to load data into Salesforce. It can be used to export data from Salesforce or to import data into Salesforce. Data loaders can bulk-load data, add missing fields, and update or delete existing records. They can also be used to schedule data loads so that they occur automatically and regularly. Data loaders are particularly useful for organizations with a lot of data to manage or for organizations needing to update their Salesforce data regularly.
1.) A data loader is a client application that allows you to bulk import or export data into or from Salesforce.
2.) It can be used to insert, update, upsert, delete, or export records.
3.) When importing data, the loader reads, extracts, and loads data from comma-separated value files (CSV) or from a database connection.
4.) When exporting data, it outputs CSV files.
Alice is the administrator of a Salesforce org. She needs to import data from a CSV file into Salesforce, so she starts Data Loader and connects to her Salesforce org. She then selects the CSV file to import and the fields she wants to import. Data Loader imports the data into Salesforce, and now she can see it in her org.
Workbench is a powerful, web-based tool that enables developers to interact with Salesforce data in various ways. Using Workbench, developers can execute SOQL queries, retrieve metadata, and call Salesforce REST APIs. In addition, Workbench provides a user interface for working with Developer Metadata. Developer Metadata is metadata that describes the structure and behavior of Salesforce orgs and applications. This metadata can be used to build tools that automate the management and development of Salesforce orgs. By providing a user interface for Developer Metadata, Workbench makes it easy for developers to access this powerful tool.
Developer Jane needs to use Workbench in Salesforce to query metadata for her new application. She logs in to Workbench and navigates to the Developer Metadata page. Here, she can see a list of all the Salesforce objects and fields available to her. She selects the object that she is interested in and inspects the metadata. By browsing the metadata, Jane can better understand how the object is structured and what it contains. She also uses the Developer Metadata page to find out more about the Salesforce APIs that are available to her. This information will be helpful as she begins developing her application.
Salesforce is great for managing customer data, but sometimes you need to analyze the data in more detail. Field Trip is a handy tool that lets you analyze the fields of any object in Salesforce, giving you instant insights into what percentage of your records (or a subset) have that specific field populated. With this information, you can better understand which fields are important to your organization and determine which areas may need improvement. You can also use Field Trip to generate reports on standard and custom fields, making it easier to identify which fields are most important to your business. Overall, Field Trip is a valuable tool for understanding your data in Salesforce.
Developer Jane is working on a new application that will be used to manage customer data. She needs to analyze the data in more detail, so she uses Field Trip in Salesforce to get insights into which fields are populated and which ones are not. This information will help her determine which areas of the application need improvement.
Rollup Helper is a Salesforce app enabling users to roll up data from child to parent records. This can be useful for consolidating information or for creating reports. For example, if you have a sales force with multiple territories, you can use Rollup Helper to roll up the sales data from each territory into a single report. The app includes several features to make data rollups easy to configure and manage. For example, you can specify which fields should be rolled up and choose how the data should be aggregated (e.g., sum, average, count). You can also schedule automatic data updates to keep your reports up-to-date. Rollup Helper is a valuable tool for any Salesforce user who needs to consolidate information from child records.
Klara is the manager of a sales team that covers multiple territories. She needs to get a report on sales totals for each territory. She decides to use Rollup Helper to roll up the sales data from each territory into a single report. She configures the app to include the fields she needs and chooses to sum the data. She schedules automatic data updates so that her reports are always up-to-date. Now she can quickly see how each territory performs relative to the others.
If you’re looking for more sales or ways to cut costs, these top free Salesforce tools and apps are a great way to get started. There are many options out there, and it can be overwhelming trying to figure out which ones are the best fit for your business. We hope this list has helped give you some direction. And if you need any help along the way, don’t hesitate to reach out to us. We’re always happy to chat about all things related to Salesforce!