10 Salesforce integrations that’ll make your life easier
If someone mentioned APIs to me a few years ago, I’d have assumed it was some kind of beer. Of course, API actually stands for Application Programming Interface — which help web applications to talk to each other. Combined with Salesforce, these can help your business securely connect to a huge array of applications that can be extremely useful to your Sales, Marketing and Service teams. So, no Emily, they’re not a tasty beverage you can have watching the England game tonight. They’re a smidge smarter than that…
APIs exchange app data with Salesforce, keeping it all perfectly in sync. And with all your data in one place inside Salesforce, you can do things like use point-and-click to create reports, look at dashboards for insights, and automate tasks and other processes. But the Salesforce AppExchange can give you a bigger picture of what APIs can do for you.
There, you can browse the thousands of applications that easily integrate with Salesforce available to you. But because there are so many, it can be a bit overwhelming to pick the ones that are right for your business. Luckily, we’ve put together a list of some of the best AppExchange integrations for your Salesforce toolbox.
1. Lightning for Outlook
Salesforce and Microsoft have partnered up to connect all of your data between Salesforce and Outlook so you can increase productivity. Opening Lightning for Outlook instantly shows you CRM sales information such as contacts, opportunities and cases. Plus, you can quickly relate every email to the appropriate record in Salesforce and associate it to the opportunity you might be working on, which helps keep your entire sales team up-to-date. Save attachments related to the deal, or easily create a new deal in a matter of seconds. You can even search for any Salesforce record and keep your calendars all in sync. Yep, you can do all of this directly from your inbox.
2. Conga Composer
Conga is a document generation app for Salesforce. Using your Salesforce data, it allows you to create templates and produce consistent, on-brand documents. This can help you save time, cut costs and scale with document automation. For example, you can merge data unto templates for proposals, quotes, and more in Word, PowerPoint, Excel. HTML, email, and PDFs. Some of the most common uses are invoices, contracts, quotes, and presentation decks.
3. MailChimp for Salesforce
Apparently, more than 16 million people use MailChimp to design, send and track their email marketing campaigns, making it one of (if not the) largest email marketing automation platforms out there. MailChimp for Salesforce helps the two systems talk to each other, meaning all your data is perfectly in-sync between the two. You’re then able to upload MailChimp subscribers as Salesforce leads, view campaign reports and subscriber activity in Salesforce, manage subscribers, create custom queries and loads more.
DocuSign helps you to provide a digital signature to make agreements faster, simpler, and secure. It’s pretty much become a tool that most businesses simply can’t function without. With DocuSign, you and your clients can sign contracts, purchase order and any other legal document digitally. This app gives you an easy way to send out these documents through your records on Salesforce.
Lucidchart helps people communicate visually with flowcharts and other diagrams like process flows, customer journey maps, wireframes, and more. With this integration, you can create or embed flowcharts and these other diagrams directly in any Quip document. Best of all, you can choose from a selection of templates or build them from scratch, directly from a Quip document.
Dropbox is designed to bring all your files together in one central place, and safely sync them across all your devices, so you can access them anytime, anywhere. This integration simplifies your workflows by allowing you to easily store and pull files directly into Dropbox from a Salesforce record. It helps you get rid of back-and-forth email exchanges, because all your Salesforce users will have real-time access to the most up-to-date version of your content. You also have control of who has access to your content, and can easily track what’s been shared, viewed and downloaded to see how and when you should follow up with prospects and customers.
7. Salesforce Adoption Dashboards
We all know how difficult it is to get teams on board with using a brand new system. These handy dashboards from Salesforce Labs help you see user login history, key feature adoption, and provide you with critical sales and marketing productivity enhancers. That means you can track your users’ productivity and really boost their adoption of Salesforce.
8. Trail Tracker
If your team uses Trailhead, this integration will be a great addition to your Salesforce org. With this, you can easily guide your employees through Trailhead by assigning badges and map out their learning adventure with reports and dashboards. View all the available badges, see specific user badge activity (assigned, in progress, and completed), and get out-of-the-box reports including Most-Popular Badges, Most-Active Users, and Total Badges Assigned, etc.
9. Survey Force
Survey Force is pretty self-explanatory really. With this app, you can easily build and distribute surveys with simple drag-and-drop functionality. There are three types of questions you can create: single select; multi-select; and free form text. Then, you can capture the results of your surveys from Contacts and Cases, and use Reports and Dashboards to analyse them in Salesforce. Because they’re so quick and easy to do, you’ll receive more feedback from your customers, partners or employees to help you make your services better.
Dataloader is quite simply the most popular cloud-based data-loader for Salesforce. It’ll help you quickly and securely import, export and delete unlimited amounts of data for your enterprise. To help you find and map fields quickly, it comes with auto-data-mapping, keyboard shortcuts and search filters. Dataloader also helps your team avoid redundant work as you can pull related objects like Account ID’s through a single pull, instead of needing to pull multiple sets of data and re-associating them in Excel.
What if I can’t find exactly what I’m looking for?
If the AppExchange doesn’t have what you’re looking for, there is an alternative. Yes, there are lots of good bits and bobs that integrate with Salesforce through the AppExchange which don’t require a developer. But there are also the more specialist integrations that businesses like us can deliver through APIs. These require a developer to custom-write them to make sure they do exactly what you want them to. If you’ve got any questions about this, our expert Salesforce developers can give you the answers. Just ask us!