Best Salesforce AppExchange Apps - Page 24

iTools Customizable Account Hierarchy

Customize the Account Hierarchy page, including tabs for Contact, Opportunity, Case, Task and other related object data. Expand/Collapse, Sort Column, Export, Printable Views and more.

Knowledge Feedback Management

Knowledge Feedback Management allows you to improve your Knowledge articles by collecting feedback on article content and managing feedback resolution.

Laser Credit Access for Salesforce

Laser Credit Access creates a seamless integration from your salesforce org to the Industry leading providers of credit data. Experian, Equifax or TransUnion or one of almost 40 CRA’s. Including MeridianLink, CBCInnovis and Factual Data.

Lazy Admin: AI-Powered Quick Reporting Tool

Lazy Admin: AI-Powered Quick Reporting Tool" is an advanced reporting application designed for Salesforce. It leverages AI to streamline and enhance the reporting process within the Salesforce ecosystem. This tool stands out for its ability to understand and respond to user requests in plain human language, significantly reducing the time and effort typically required for report generation.

Lead Convert Chatter

Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.

Lead to Account Matcher

Lead to Account Matcher (L2A) is a salesforce application aimed at assisting teams that use an account-based marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in a database.

Average Rating: 4.0/5.0

Total Reviews: 1

LinkPoint ReCAPP

Linvio PaymentConnect

Linvio PaymentConnect™ is a premier native payment management framework designed for Salesforce, enabling businesses to process credit card payments, hosted web payments, refunds, and manual check or money order transactions directly within the Salesforce environment. By integrating with leading payment gateways such as Stripe, Braintree, PayPal, and Authorize.Net, PaymentConnect transforms Salesforce into a robust eCommerce platform, streamlining and automating lead-to-cash business processes. Key Features and Functionality: - Virtual Terminals: Leverage Salesforce's built-in features like reporting, workflow rules, and process builder to maximize data utilization and PaymentConnect functionality. - Salesforce Communities Integration: Utilize reusable Visualforce pages and components to configure public sites and Salesforce communities with standard portal features, online checkout, and management of stored payment methods. - Workflow & Batch Automation: Automate post-payment tasks such as receipts, order management, and fulfillment using status changes and "on-payment-completed" tags. Built-in batch processing allows for scheduled transactions using stored payment methods. - Supported Processors: Securely process credit card and ACH transactions within Salesforce using gateways like Authorize.Net, ACHWorks, Braintree, CyberSource, eWay, PayPal, Stripe, TouchNet, and WorldPay. - 100% Native and Lightning Ready: As a native Salesforce application, PaymentConnect utilizes Salesforce's features and offers a flexible user interface compatible with the Lightning Experience UI. Primary Value and User Solutions: Linvio PaymentConnect addresses the need for seamless payment processing within Salesforce, eliminating the need for external systems. It enhances operational efficiency by automating payment workflows, supports various payment methods, and integrates with top payment processors. This comprehensive solution empowers businesses to manage their payment processes effectively, ensuring a streamlined and secure transaction experience for both the organization and its customers.

LoansNeo

LoansNeo is a hi-tech loan management software. It allows NBFCs to manage various aspects of loan servicing operations, ranging from lead capture to customer acquisition. The loan software automates multiple loan lifecycle processes such as loan application and approval, EMI scheduling, amortization, tracking of payments, penalties, or charges for delayed payments, with efficiency and transparency. LoansNeo customizes workflows, provides pre-built support for receivables, risk-scoring, audit trails, ready-to-use reporting, and MIS, along with intelligent insights for underwriting and decision making.

Loop

One Platform for Total Sales Mastery: Loop is the first Sales Training and Enablement Platform to support your entire sales force from new hire to Sales Mastery.

Average Rating: 3.7/5.0

Total Reviews: 3

Luxera Cloud

Luxera Cloud is an AI-powered Salesforce admin copilot. It connects to your Salesforce org via OAuth, scans for issues like broken flows, unused fields, permission drift, and data quality problems, then provides prioritized AI recommendations with one-click fixes. Features include continuous org health monitoring, a data quality engine, an AI copilot for plain-English Salesforce queries, and an AI flow builder that creates record-triggered, screen, and scheduled flows from natural language descriptions. Nothing changes without explicit approval. $79/month per org with a 14-day free trial.

Magic Robot

Campaign Influence Analyzer is a Salesforce app that helps you analyze which campaigns do (or don't) help your reps find and win opportunities.

Mapsly

Mapsly is a CRM-native field sales and field service software that combines route optimization, territory management, and sales mapping for field teams. Mapsly supports multi-day and multi-user route optimization, making it ideal for growing field teams managing complex territories, overnight trips, and coordinated schedules. 🚗 Advanced Route Optimization - Multi-day, multi-user route optimization for entire teams in one run - Truck-aware navigation for commercial vehicles - Long-haul routes with overnight stops - Routing-aware calendar with travel times - Visit scenario modeling - Up to 1,000 stops per optimized route Mapsly helps field sales reps and field service teams reduce drive time, increase visit capacity, and improve route efficiency. 🗺️ Interactive Maps & Prospecting - Interactive CRM-powered map with customizable markers, labels, and pop-ups - Sales prospecting and lead mapping via local business search - Visual territory management with auto-assignment by custom criteria - 50,000+ US Census demographic layers (US only) - Weighted heat maps and isochrones - Embeddable and shareable interactive maps for teams, partners, and customer portals Teams can explore customer data on the map, identify nearby prospects, analyze territories, and share interactive maps across their organization and with partners. 📍 Field Execution & Check-In - Configurable check-ins with geofencing - Real-time location tracking and movement history - Adaptive mobile forms with conditional logic - Photo, signature, and document capture from the field - Mobile apps for iOS and Android - Real-time CRM data sync Field reps can plan routes, check in on-site, complete forms, and automatically sync activities with the CRM — eliminating manual administrative work. 🔗 CRM Integration & Data Sync Mapsly works as a CRM-native platform that synchronizes accounts, contacts, deals, tickets, and custom objects in real time. Teams can manage routes, territories, prospecting, and field visits directly on top of their CRM data. Mapsly integrates with HubSpot, Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Zendesk, Thryve, monday.com, Airtable, Smartsheet, and Google Sheets. ⚙️ No-Code Automation Mapsly includes a powerful no-code automation suite that triggers workflows based on location visits, form submissions, or CRM updates — helping automate field operations without engineering resources. 🔐 Enterprise-Grade Security Mapsly is SOC 2 Type II certified, GDPR compliant, and HIPAA compliant, supporting organizations that require strong data security and regulatory compliance. 🏆 Trusted by 3,000+ Teams Worldwide Mapsly serves B2B sales operations, field service organizations, and revenue teams across industries including SaaS, automotive, pharma, real estate, retail execution, distribution, professional services, and consumer goods. 🚀 Onboarding & Support Every Mapsly subscription includes: - 24/7 live chat support - Free implementation services - Live training sessions - Custom automation built for you at no cost Mapsly is ideal for field sales teams, field service operations, and multi-location businesses that need advanced route planning, CRM-integrated mapping, territory management, and scalable field team management.

Average Rating: 4.2/5.0

Total Reviews: 55

Media Manager by Softsquare

Media Manager by Softsquare is a Salesforce file management app that helps teams organize, preview, edit, version, and access Salesforce files from one centralized interface. It improves file visibility across records with file tree navigation, custom folders, advanced previews, bulk actions, inline editing, image editing, version control, and support for multiple file formats. Built for Salesforce users, admins, sales teams, service teams, and operations teams, Media Manager reduces manual file handling and makes Salesforce file management faster, cleaner, and more efficient.

Medical Insurance Verification

𝗠𝗲𝗱𝗶𝗰𝗮𝗹 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 brings real-time eligibility and benefits verification directly into Salesforce. Instead of jumping between multiple payer portals and phone calls, staff can verify their patients’ coverage, benefits and authorizations in real time f from within the Salesforce records they already use. 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗘𝗹𝗶𝗴𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗖𝗵𝗲𝗰𝗸𝘀 The core of the product is instant verification. When a patient's data is entered, the system provides real-time detail about copays, coinsurance and maximum benefits so that clinical staff knows exactly what a patient is covered for before treatment begins rather than finding out after a claim is denied. 𝗖𝗼𝘃𝗲𝗿𝗮𝗴𝗲 𝗔𝗰𝗿𝗼𝘀𝘀 𝟵𝟱𝟬+ 𝗣𝗮𝘆𝗲𝗿𝘀 Verification runs across over 950+ commercial payers, plus 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 and 𝗠𝗲𝗱𝗶𝗰𝗮𝗶𝗱, eliminating the need for portal hopping or separately contacting each payer individually. This broadness matters most at the front desk where one search instead of multiple searches equates to less waiting time and quicker patient registration. 𝗔𝘂𝘁𝗵𝗼𝗿𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗳𝗲𝗿𝗿𝗮𝗹 𝗦𝘁𝗮𝘁𝘂𝘀 Beyond basic eligibility, the system also checks whether a treatment requires prior authorization or a referral and returns that status instantly inside Salesforce. Knowing this upfront lets staff move forward with confidence, which in turn reduces claim denials and helps care proceed without unnecessary delays. 𝗣𝗼𝗹𝗶𝗰𝘆 𝗮𝗻𝗱 𝗗𝗲𝗺𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 The product supports insurance policy validation Salesforce teams can rely on by checking:   • Whether the policy is currently active   • Patient demographic information for accuracy   • Benefit limits as defined by the plan   • Any exclusions which would be applicable based upon their coverage 𝗣𝗿𝗼𝗰𝗲𝗱𝘂𝗿𝗲-𝗟𝗲𝘃𝗲𝗹 𝗖𝗼𝘃𝗲𝗿𝗮𝗴𝗲 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 Different procedures can be covered differently under the same plan. That’s why the system supports patient coverage verification Salesforce users need at the procedure level, checking coverage for more than 𝟭𝟴𝟳 𝗱𝗶𝘀𝘁𝗶𝗻𝗰𝘁 𝗽𝗿𝗼𝗰𝗲𝗱𝘂𝗿𝗲𝘀. This helps identify coverage gaps prior to generating bills, which results in reduced write-offs and billing surprises later on. 𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 The responsibility to manage patient data appropriately is treated as a core function, not an add-on. All patient data is managed and transmitted securely. Every verification performed using the system is tracked via logs and the underlying cloud-based infrastructure adheres to 𝗛𝗜𝗣𝗔𝗔 guidelines throughout the entire process from initial intake to patient record updates. 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰 𝗥𝗲𝗰𝗼𝗿𝗱 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 Once verification runs, it automatically updates eligibility and benefit records in Salesforce. You do not need to manually review or verify this information. This means that all users work with accurate and up-to-date information when reviewing a customer’s billing details or their care plan. 𝗪𝗵𝘆 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗮𝘁 𝗜𝗻𝘁𝗮𝗸𝗲 Verifying eligibility and benefits at the start of treatment, rather than after the fact, is what drives the biggest impact: fewer claim denials and faster reimbursement. For healthcare organizations running on Salesforce, Medical Insurance Verification turns a traditionally manual, error-prone process into something that happens automatically, accurately, and in full view of the teams who need it - front desk, billing, and care coordination alike.