Best Salesforce AppExchange Apps - Page 20

Charket

Charket is a Salesforce native app that connects WeChat into Salesforce directly without having any servers in between. Charket is the most secure WeChat solution on the market.

CheckMyNumber

A native Salesforce app for parsing, formatting, and validating phone numbers for all countries/regions of the world. Gets the type of the number based on the number itself; able to distinguish Fixed-line, Mobile, Toll-free, Premium Rate, Shared Cost, VoIP, Personal Numbers, UAN, Pager, and Voicemail (whenever feasible). Gets a confidence level on whether two numbers could be the same. Available on AppExchange.

Click & Pledge Event Management

Create events with multiple ticketing options, levels, and prices. Whatever you’re planning for your next fundraiser, our Event Management app with Salesforce® is a quick and efficient way to track your progress.

cloudely

Cloudely is a independent provider of enterprise cloud services for Salesforce™ and Quote to Cash related AppExchange™ applications offering innovative, award winning programs and methodologies helping customers transform their business.

Cloud Jedi Solutions

We are the Salesforce Jedi that can help. 1 Rated Developer in the Salesforce AppExchange Community Group Leader - Philippines Organizer of Philippines Dreamin (The biggest Salesforce Community Event in South East Asia)

Cloudsquare BankLink

Cloudsquare BankLink is a risk analysis tool that integrates Salesforce with the safest and most customer-friendly financial account verification platform, Plaid. This software enables you to run effortless cash flow analysis, make faster and more accurate credit decisions, and fully automate your underwriting process. Cloudsquare BankLink provides access to borrowers’ bank account data across 11,000 institutions worldwide, allowing lenders to see transactional data in real-time and for up to 24 months.  Fully built and easy to customize, Cloudsquare BankLink is ready to be integrated into your online application. Instantly get results along with the application, and if desired, plan an automated flow to analyze and make credit decisions.  What’s Included? Cash Flow User Interface: - Our custom UI that goes above and beyond the competition, helping you see everything you need relating to the applicant's transactions and balances, for up to 24 months.  - Removes the need for complex excel spreadsheets, formulas, and lengthy cash flow analysis  - Competitors only parse data; they don't help you make your process that much better. - Save underwriters hours of analysis. - Predefine certain thresholds and run the parsing through them. You define how it runs.  Connected to the following Plaid Products: - Auth: Account & routing numbers  - Balance: Real-time balance checks  - Identity: Bank account-holder information  - Transaction: Up to 24 months of categorized data  - Assets: Point-in-time snapshots of users’ finances  See borrower banking information and transaction details directly in Salesforce: - Can be triggered automatically from a contact or opportunity  Sends an email to the applicant, so they can authorize the bank verification : - Applicants select the bank account, enter their credentials, and submit from desktop or mobile  - When authorized, the data is then sent directly from Plaid to Salesforce  - Takes only a matter of minutes once the borrower authenticates  Full results are displayed on in-depth and user-friendly tables and summary screens: - Instantly summarizes applicant data in an overview section  - Allows faster and more accurate borrower verification and underwriting  All information is also parsed out into data points : - Details have been parsed down granularly, to the transaction level, for in-depth analysis and borrower transparency  - Configure important fields, such as low balance days and negative balance days  Useable fields and custom objects allow lenders to automate their underwriting process : - Approvals and declines can be fully automated based on their specifications and custom logic. Automation can be set easily by the end user and changed, as necessary. 

Cloudsquare Checklist

Cloudsquare Checklist is a dynamic data entry/item manager and customizable to-do list for your business. Directly in Salesforce, you can build a series of required items, define documents or files to be collected, and do it all wherever you need it in the system. With Cloudsquare Checklist guiding your business, you can ensure more complete data entry for every deal, reduce decision fatigue, and create a more organized pipeline process.  Cloudsquare Checklist can be used for various use cases: - Sales - Helping sales rep to accomplish required steps and to-dos before moving forward with the opportunity - Sales - Guiding the sales team to find the correct product price quote according to the account industry - Onboarding - Help the onboarding team to check off all the required documentation before moving forward or closing the onboarding process. - Customer Service- Conduct customer service processes with a list of required steps or verifications before sending the case or work order to the technical staff. What’s Included? A versatile to-do list: - Can be applied to any deal or business process   - Track and manage any stipulations, documents, and items that need to be collected, reviewed, and marked off for funding. - Add notes to each item, as well as upload files   - Create new, one-time items on the fly   Pre-define and automate workflows: - Ensure a reliable and consistent process   - Define which tasks, files, and items are required to proceed to the next step   - Auto-create items based on a Salesforce record criteria   - Build out a pre-set list of items, and quickly add each item to any record (that the item rule has been created to)   Sophisticated process and evaluation rules: - Eliminate micromanagement with these pre-set checkpoints  - Different lists can be set to trigger based on any object, with any criteria   - Assign items to users or queues and send notifications   - Assign due dates to items, and track how long it took to be completed   - Create a ‘tab’ system based on statuses for each item to move through    'At a Glance' view   - UI breakdown of items shows an at a glance view of how many items are completed and how many are still pending.

Cloudsquare Credit

Cloudsquare Credit is a credit reporting tool that connects to Experian, Equifax, and Transunion, enabling underwriters to make credit inquiries directly from within Salesforce. Users get fast and easy access to essential credit check data, the option to run soft or hard pulls, and the ability to fully automate the decision-making process according to their unique business model. Cloudsquare Credit helps you to reduce human error, speed up the underwriting process and make smarter credit decisions. This credit reporting tool is built for a wide range of financial industries, with the goal of making everything quick, easy, and accessible for your company and taking your credit check or underwriting process to new levels. What’s Included? See everything the credit reporting agency has to offer: - Credit Score utilizing the desired models  - Credit Summary  - Liabilities  - Inquiries  - Public Records  - Consumer Identity  - Consumer Addresses  - OFAC and other regulatory products  Soft pulls and hard pulls: - Based on your business use case, choose which type of pull to run, or set up process automation to do it for you. Access your trusted credit bureau and manage the results in Salesforce: - Pull reports from opportunity or contact records utilizing easy to use interface  - Store the full reports as PDFs on the opportunity and contacts  - Parse the borrower’s credit scores to Contact and Opportunity  Reduce errors and automate your business process: - Set default settings for your ideal report pulls that are pre-loaded each time, not requiring you to always select the settings desired. - All credit data is parsed into Salesforce, allowing you to automate your underwriting decisions. - Can be based on specific business needs or qualification processes  Integrated with Experian and Factual Data 

Cobrowse.io

Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most.

Average Rating: 4.4/5.0

Total Reviews: 17

CommitControl

CommitControl is Salesforce-native revenue intelligence for mid-market sales teams. It scores every open deal, exposes the committed revenue that is soft, and gives revenue leaders a forecast they can defend before the board call rather than explain after it. The platform reads the team's own Salesforce data and returns a ranked risk register: every scoped deal scored by exposed revenue and rolled up by cause, so a CRO sees not only what is at risk but why. Forecasting sets the commercial call against the raw CRM stage roll-up, and where the model and the CRM disagree is exactly what is worth inspecting. Pipeline coverage, stalled deals, rep commit credibility, scenario modelling and board-ready exports all run from the same numbers. Two design decisions separate it from conversation intelligence tools. CommitControl does not record calls and does not read email. It works entirely from CRM data, which makes it workable for teams whose works council, legal function or jurisdiction rules out call recording. Every figure is derived deterministically from the customer's own data. The AI layer explains the reasoning behind a score in plain language. It never invents a number and never overrides the math, so the forecast holds up in a security review and in front of a board. Salesforce-native, live in days, whole team included with no per-seat pricing. Hosted in AWS Frankfurt with customer data held in the European Union.

Conversations

Conversations is a Salesforce-native application that sends and receives SMS text messages from within Salesforce records. It runs as a Lightning component and can be placed on Contact, Lead, Case, or custom objects. Pricing runs either flat-rate per number or per-message, depending on plan. The flat-rate option fixes the monthly cost regardless of volume; the per-message option scales with volume but avoids credit or segment overhead. Each outbound message returns a delivery status in real time, including the carrier-level error code when a message fails to send (for example, carrier filtering, an invalid number, or missing 10DLC registration). The product includes 10DLC registration support: guidance through the Campaign Registry brand and campaign registration process that carriers require before a business can send at volume. Message history is stored against the customer record and is visible across related records, not siloed to a single object or thread. Bulk sends are throttled automatically to stay within carrier-imposed rate limits. Implementation from signed contract to production has run approximately four to six weeks for existing customers. Support is provided during Central Time business hours.

Copilot

Copilot empowers everyone to innovate by enabling business users with no programming skills to create, deploy and manage Smart Enterprise Apps - ranging from simple mission-critical apps. Each solution developed with Copilot will work as a native mobile app without the need for additional development.

Credit Checker

Credit Checker by Cloud Maven, Inc is a Salesforce-native solution that helps lenders, mortgage brokers, financial institutions and specialty finance companies automate their credit check process entirely in-house, eliminating reliance on external systems or separate workflows. The product streamlines the process of ordering, reviewing, storing and managing consumer credit data directly inside Salesforce while improving operational efficiency and underwriting speed. Designed for lending and financial services, Credit Checker allows users to have instant access to credit bureau data as well as provides a streamlined method to create a credit report for applicants, borrowers, and co-applicants. 𝗥𝗲𝗮𝗹 𝗧𝗶𝗺𝗲 𝗖𝗿𝗲𝗱𝗶𝘁 𝗥𝗲𝗽𝗼𝗿𝘁 𝗔𝗰𝗰𝗲𝘀𝘀 You can obtain consumer credit data from major credit bureaus directly in Salesforce. Users are able to retrieve and review credit reports without having to leave the system. This allows underwriting and operation teams to move applications forward faster.   • Retrieving credit reports instantly   • Automated credit reporting workflows   • Storing credit reports centrally within Salesforce   • Evaluating the credit of co-applicants and borrowers   • Streamlining the loan review and approval process 𝗦𝗼𝗳𝘁 𝗣𝘂𝗹𝗹 𝗮𝗻𝗱 𝗛𝗮𝗿𝗱 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗵𝗲𝗰𝗸 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 Credit Checker offers support for both soft pull and hard credit checks depending on the user's business needs and the level of consent given by the borrower. Organizations can configure multiple workflows so that they can:   • Run a soft credit check when evaluating a potential applicant during pre-qualification   • Conduct a hard credit check during the underwriting process or funding   • Automate credit pull triggers from Salesforce records   • Maintain a consistent audit trail for regulatory compliance It also helps organizations to streamline the evaluation of qualified leads and ultimately approved loans. 𝗧𝗿𝗶 𝗠𝗲𝗿𝗴𝗲 𝗥𝗲𝗽𝗼𝗿𝘁 𝗖𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 Credit Checker generates trimerge reports that combine credit bureau data into one report. With this, underwriters and decision makers can easily evaluate and compare a borrower's credit information. There is less manual effort required due to the ability to display a side-by-side comparison of each credit bureau's data.   • One location to analyze all aspects of a borrower's credit history   • Ability to see how a borrower's credit information compares across multiple credit bureaus   • Increased accuracy of underwriting decisions   • Less time spent manually analyzing a borrower's credit history 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲-𝗡𝗮𝘁𝗶𝘃𝗲 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Credit Checker is native to Salesforce. So, teams can automate every step in the credit check process using Salesforce Flow, Apex, validation rules and custom business logic.   • Automatically trigger a credit pull   • Create custom underwriting workflows   • Route loan applications based on the borrower's credit score   • Store and track past credit reporting transactions   • Integrate credit data in lending dashboards and reports 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗚𝗿𝗮𝗱𝗲 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗮𝗻𝗱 𝗦𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆 Credit Checker is designed for organizations that require top-tier enterprise grade security and scalability. Because it runs in Salesforce, all customer data resides securely in your Salesforce environment. Using Credit Checker reduces:   • Manually entering data   • Duplicate systems   • Time-consuming operational inefficiencies   • Risk from disjoined workflows 𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗟𝗲𝗻𝗱𝗶𝗻𝗴 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗧𝗲𝗮𝗺𝘀 Credit Checker is ideal for:   • Commercial lenders   • Mortgage lenders   • Equipment finance companies   • MCA providers   • Credit unions   • Specialty finance organizations and many more... Whether your team needs a quick soft pull for prequalification or a complete trimerge report for underwriting, Credit Checker helps simplify the credit reporting process directly within Salesforce. Transform your credit underwriting process with Cloud Maven, Inc Credit Checker and bring real-time credit reporting, trimerge analysis, and automated decisioning directly into Salesforce.

Daddy Analytics

Daddy Analytics connects Adwords to Salesforce. You'll know what Ad, Keyword, and Campaign your Leads came from - so you can determine your marketing ROI! Also, boost sales with our prospect tracking - get alerts when cold leads return to your site.

DataMasker

Datamasker masks/erase sensitive information from salesforce sandboxes and mitigates data privacy risk with automated & consistent processes. It can mask 99m records in 24 hours. Salesforce sandboxes carry real production data. Often, users have excessive data access in sandboxes that risks Personal Information (PI) exposure & breaches. DataMasker® masks or erases all sensitive information and mitigates data privacy risks with an automated and consistent process.