Contact

Remove bottlenecks in the approval processes. Send automated reminders to the manager responsible for approvals.

Just enable it and you're done - daily reminders get sent automatically.

Automatic

Approvals in digest emails are sorted by age, so users remember to solve the oldest ones first

Organized

The free app provides a daily summary email of pending approval processes. It’s simply hard to forget.

Email Summary

The email contains links to each record pending approval, so mobile and desktop users can click links in the email to take action quickly.

Formatted for mobile and desktop

Approval Process Reminders for Salesforce

<ol  className="fs-4 text-start">
  <li>Download the app.</li>
  <li>Open the new Approval Process Reminders tab.</li>
  <li>Enable the daily reminders with the “schedule” button. </li>
  <li>If you ever want to send out reminders immediately, click Run Batch Now.</li>
  <li>That's it - you're now set up!</li>
</ol>


Never let an approval slip again. 

Keep business moving, with automatic emails to users about approvals waiting for them

approval-process-reminders

Free

<h2 className="mb-2 display-4 fw-bold">Sometimes a reminder is all that's needed</h2>
<p className="fs-4">The main reason for approval processes get stuck is because users forget they need to approve them. This app gives your users a daily summary email of any pending approval processes assigned to them.</p>

<p className="fs-4">The app sends pending approvals to Salesforce users via an automated system that ensures your intent is delivered. It reduces the chaos of forgetfulness and confusion. </p>


Approval Process Reminders

Handles the record query and update steps for you, so adding a form is fast.

Fast

Automatically updates the forms based on the user's permissions so users can't update fields they shouldn't.

Built-in Security

We all know how quickly flows can get complicated. When you have to have three or more elements just to update one record it can get out of hand fast. So reduce your flow complexity with this one component that combines multiple steps into one.

Simplify Your Flows

Once you've put this in a few flows you'll be glad you can use it everywhere.

Reusable

Forms as quick a page layout

Flow Forms - Fast

Install the Fast Flow Form component from the AppExchange by clicking Get it Now and installing for all users.

Step 1

Open or create a Flow of type Screen Flow. Then add or edit a Screen in the flow. From here you can add the Flow Form component.

Step 2

Define the object you want to update. You can pass in flow values or type in text, so this form can be dynamic.

Step 3

That's it! No more steps needed, just test your form and publish it to your users.

Adding a Fast Flow Form

fast-flow-form

Free forever:

<h2 className="mb-2 display-4 fw-bold mb-3">What's wrong with normal flow screens?</h2>
<ul className="fs-4">
  <li>Doesn't get the record for you without a Get Records element.</li>
  <li>Have to create variables for every picklist.</li>
  <li>Inputs need to be assigned back to the record variable.</li>
  <li>Multiple steps cause bugs and usability issues.</li>
</ul>


Fast Flow Form

Color code campaigns according to select criteria- priority, status, or urgency.

Campaign Overview

Filter by parent campaign or type to see the right details.

Custom-made views

For even more customization, download the open source version from GitHub.

Open-source

Add extra details to the calendar with the hover tool and display exactly what you need.

Hover Tool

A marketing calendar can be just what your company needs to keep setting its marketing strategies on track.

Marketing Calendar for Salesforce

Without any setup, your active Campaigns will appear on a calendar using their start and end dates. 
Just install Free Marketing Calendar from the AppExchange using the standard
"Get It Now" button and grant access to all users during the install process.


Install and customize your Marketing Calendar

Get an instant and accurate overview of your marketing plans. Color-code your campaigns based on campaign type, priority, status, or any custom criteria using the Color Status field.

Forget regular views - use color-coded calendars

Your active campaigns and activities instantly on a calendar

marketing-calendar

<h2 className="mb-2 display-4 fw-bold">A full overview of your marketing campaigns.</h2>
<p className="fs-4">A marketing calendar is intended to help a company stay on the right track and be accurate with essential marketing and sales initiatives. It is created based on a calendar of business happenings such as sales, promos, and busy high seasons. It is an essential part of any successful marketing campaign.</p>

<p className="fs-4">A marketing calendar is strictly what it sounds like: a blueprint that includes marketing and sales activities for the entire month or year.</p>


Marketing Calendar

Let people quickly get added to the team to update Opportunities.

Accessibility

Bypasses the typical security so anyone that can edit the opportunity can edit the team.

Custom page

Users Functionality

Smart Team

Remove bottlenecks and let sales teams work

An opportunity for the whole team

Edit your Opportunity page layout and add the new “Opportunity Team Edit” action. You can also remove the buttons from the Opportunity Team related list to avoid confusion.

That's it, now the team can use the new button to add and remove people from the team!

opportunity-team-edit-override

<h2 className="mb-2 display-4 fw-bold mb-3">Edit Opportunity team even if you're not the owner</h2>

If you face the situation when:
* opportunity owner alone can access an Opportunity 
* team members cannot work efficiently without owner’s access
* time and opportunities could be lost 

Then Opportunity Team Edit Override may be the solution for you:
* Easily replace the normal team edit
* Allows anyone on the opportunity team to make changes
* Empower the sales rep and reduce admin requests


Opportunity Teams

Time efficient

Generate accurate reports and improve adoption.

Empowerment

Users know they are looking at the right data.

Clean data is reliable data

Customize your matching criteria to catch the right duplicates.

Custom-friendly

Identify and Merge duplicate records while you’re working

Easily Find Duplicates

Use Salesforce duplicate rules for:
* accounts
* contacts
* leads
* any custom object

to set up your matching criteria base on your business needs


Setup matching rules

Once your duplicate rules are set up, just drop the component on a lightning record page and you will start seeing duplicates. You can also customize which columns you want to display on the component and the merge screen.

Add the component

As users are using the system, they’ll see when there are potential duplicates.

See duplicates

Choose the master record and the values you want to keep. We only show you the fields that are different, plus any fields you always want to see.

Merge

A quick setup guide

merge-duplicates

<h2 className="mb-2 display-4 fw-bold mb-3">Duplicate records result in confusion and can cut into profits. </h2>
<ul className="fs-4">
  <li>Duplicates exist in every system. </li>
  <li>Duplicates cause users to distrust the system.</li>
  <li>Marketing automation can cause you to annoy prospects that are duplicated.</li>
  <li>Sales pipeline is muddled.</li>
  <li>Sales and marketing efforts are wasted.</li>
</ul>
<p className="fs-4">
  With the Potential Duplicates component you can easily find duplicates and merge them.
</p>


Potential Duplicates

Choose the schedule that delivers the report exactly when it's needed. Weekly, every monday, every 2nd Thursday - whatever you need. Then sit back and relax!

Schedules, Your Way

Reports reach people in and out of Salesforce, all you need is an email address. Boost your performance while reaching many people at once.

Reach More People

Customize the file name, email subject, or body to make it your own. Provide a description of the report, give instructions on what to do with it, or write whatever you need.

Personalized Emails

Reports with zero results are skipped, so your recipients don't waste time with empty spreadsheets (Plus feature).

Smart Sends

Boost you performance with automated report delivery

Send Salesforce Reports effortlessly

Everything begins at the Report Sender tab. Here you can see all the report schedules that you have access to. Click Send Now to send any of the reports, or use the Edit or Delete links to update them. To schedule a new report, just click New Schedule.

Choose a report and enter what you want in the email. If you can see the report and it doesn't exceed any Salesforce imposed <a href="https://help.cloudanswers.com/en/articles/3280610-report-sender-limits" target="_blank">limits</a> then you can schedule it. Joined reports are supported in Plus edition only.

Add your recipients, choose the delivery schedule, and the report format. Uncheck the Active field if you want to leave it disabled while you test it. Click save and you're all done - relax and know that report sender will deliver your report for you.

Scheduled email reporting in 3 simple steps

Schedule and send unlimited reports to any emails, including non-Salesforce users!

report-sender

Everything in the Free Edition, plus:

Plus

Our most advanced report sending features.

Everything in the Plus Edition, and:

Premium

<h2 className="mb-2 display-4 fw-bold mb-3">Limitations & Problems with Salesforce reporting:</h2>
<ul className="fs-4">
  <li>Non-users need reports too: executives, partners, customers, etc.</li>
  <li>Manually sharing reports is repetitive and error-prone.</li>
  <li>Email forwarding fails if the admin ever leaves or changes roles.</li>
  <li>Salesforce limits how many reports you can subscribe to.</li>
  <li>Emails can't be customized to add any context or instructions.</li>
</ul>


Report Sender

Just enough options to make your shop unique. Stand out without needing a web developer on your team.

Customizable

It takes less than a day to start selling online. Connect to Stripe and Salesforce and you’re practically done.

Easy to Setup

Payments are processed through your Stripe account. One account and you’re ready to start making money.

Processing Payments is a Snap

No intimidating monthly fees. For a limited time, no fees if you meet with us quarterly to provide feedback. Otherwise, only 1% of shop sales.

Simple Pricing

Make Sales Simple

Link your shop to Salesforce and select a pricebook. We’ll use that to render your site. When an order is complete, we’ll create an opportunity in Salesforce with the order details.


1. Link your Shop to Salesforce

Sign up for a Stripe account and link it to Shop Builder to process your payments. If you have an existing Stripe account you can connect it easily.


2. Link your Stripe Account

Then just change the logo, name, and other key details and your shop is ready to start selling!


3. Configure your Shop

Selling is as easy as 1,2,3

Setup an ecommerce shop in minutes thanks to our simple Salesforce and Stripe integrations. Start selling fast, and send all your order data directly to Salesforce and Stripe.

shop-builder

<h2 className="mb-2 display-4 font-weight-bold">Customize it, don’t complicate it</h2>
<p className="font-size-md">Make your shop unique without needing a web developer on your team.</p>
<p className="font-size-md">You control the shop's:</p>
<ol className="text-start">
  <li>Name and URL</li>
  <li>Logo and Images</li>
  <li>Products and Pricing</li>
</ol>
<p className="font-size-md">We take care of everything else, including:</p>
<ol className="text-start">
  <li>Hosting, scaling, and all of the tech.</li>
  <li>Syncing with Salesforce and Stripe</li>
  <li>Processing orders</li>
</ol>


Shop Builder

Salesforce apps, powerful components, development and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

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