Best Salesforce AppExchange Apps - Page 26

Payology Check Scanning

WHY CHOOSE PAYOLOGY CHECK SCANNING? ✔ Plug-and-Play, Totally Customizable: This software is available as both a native Salesforce App and a Software Development Kit (SDK) ✔ No More Tedious Tasks: Reduce your check processing time from 3 minutes to just a few seconds ✔ Completely Automated A/R: Automate your check-scanning for a fully automated accounts receivable process ✔ Accurate Accounting: What you see on your bank statement is exactly what you will see in your records ✔ Get Access to Your Funds Faster: We transmit funds directly to your financial institution (no processor or 3rd party aggregator) WHO IS PAYOLOGY CHECK SCANNING FOR? ✔ Ideal for clients who need to scan checks remotely ✔ Organizations that use Salesforce for accounting automation ✔ Clients whose database consists of end-customer balance and contact data and need to match check payees and amounts against data points ✔ Third parties who would like to provide this service to others (i.e. payment gateway provider to merchant) TECHNICAL FEATURES ✔ Use pre-existing data or remittance advice to pre-populate data in the UI ✔ Check grouping: multiple remittance advices per check or multiple checks per advice ✔ Parsing of MICR lines and barcodes, OCR conversion of text data including amount, payee names and addresses, and extraction of check images both front and back ✔ Image quality and usability testing are also performed ✔ Check returns matched & synchronized to original check record ✔ Extensions for NPSP & Accounting Seed available ✔ Bank Agnostic: Transmit check images captured during the scanning process directly to your financial institution for deposit IDEAL FOR MID-MARKET AND ENTERPRISE BUSINESSES IN THE FOLLOWING INDUSTRIES: ✔ Nonprofit or Higher-Ed ✔ Insurance ✔ Self-Directed IRA Administrators ✔ Property Management Schedule a call to learn more: https://bit.ly/3Cdl7H9

Peeklogic Report Sender

Salesforce Report Scheduler allows to automatically send reports from Salesforce CRM to email address. Keep your clients and top management up to date about your teams progress

PHONE APPLI PEOPLE for Salesforce

PhoneTools

Screen against UK TPS and CTPS lists to assist with PECR compliance. All within Salesforce with no coding required. - Stay compliant with UK data privacy laws - Simple to adopt traffic light system - Manual and automated screening - Harness the power of Salesforce Flows - Use the screening status for reporting, queues and workflows - Additional JSON output to allow for custom development - Pay for only the records that require screening by creating a formula - Sensible billing*, built for compliance * Each Salesforce record consumes one credit per month, which covers all the screening of every number on the record.

PHOTO iD app - Property Inspection Documentation Camera

PHOTO iD is a cloud-based photo management & inspection documentation platform that enables companies to safely guide field reps or clients through any inspection with automated workflow templates to ensure all required images are always captured, group-sorted, and labeled to be instantly shared in detailed inspection reports with other team members before leaving the job site. Document a clear story for your clients and other vendors by sharing a comprehensive inspection report that can be shared in real-time. Ready to see all the possibilities? Schedule time with our team to get the latest information on PHOTO iD's new features to put your clients first and to take your team to the next level!

Average Rating: 4.6/5.0

Total Reviews: 4

ProsperVue

Sales Acceleration, Data Visualization & Advanced Analytics for Salesforce Our customers call ProsperVue a prospecting machine and lead conversion engine. Speed up your pipeline with visual Salesforce data on maps. This enables inside sales to use relevant local references near prospects, when calling from afar. Marketing can support sales with location-based campaigns around events and meetings. When calling on an SMB prospect, you can see if they're a subsidiary of an enterprise account in another territory. Maps can uncover hidden info in your data. More use cases by role: INSIDE SALES Get all relevant lead/prospect data in one screen, easy to use while calling. Fast one-click research on LinkedIn, Google and websites. See inbound callers on maps. Search prospects in similar/related industries. Proven by our customers to boost lead conversion, appointments, deal size. FIELD SALES AND ACCOUNT EXECS Find "in the area" appointments when planning travel or last-minute meetings. Identify at-risk accounts. Manage territories. Sort Top 10 priorities for leads, accounts, contacts and opportunities -- all location-based. See multiple locations of leads and accounts including headquarters and branches, subsidiaries, franchise/office/retail locations. MARKETING Support sales events with location-based marketing. Add mapped Salesforce search results to marketing campaigns. Do industry-based location targeting. Stay compliant with GDPR and state privacy law features. SALES OPERATIONS Set up User Profile Groups for consistent, repeatable, scalable sales operations. Simplify training and accelerate onboarding by giving all ProsperVue users in groups the same features. Assign leads to sales reps in one click. Using geofencing, assign leads by territory. Try it with your first 10 licenses free!

PWR Components

PWR Components offer a revolutionary suite of highly configurable components that empower admins to build custom user interfaces, extend Salesforce functionality, and display data in innovative ways. Here's what PWR Components can do for you: * Create intuitive user interfaces with pre-built components like Related Lists, Timeline, Button Group, Icon group, progress bars, Rating, sliders, Visual Pickers, Net Promoter Score. * Drag and drop these components anywhere on your Lightning pages, communities, and flows. * Extend functionality with custom actions, flow triggers, and user input capture directly within the components. * Display data dynamically with configurable filters, sorting, and binding to records and custom metadata. Benefits: * Reduce development costs and time to market: Build features quickly without writing code. * Overcome LWC limitations: PWR Components offer a more flexible and customizable alternative. * 100% native Salesforce integration: Seamlessly integrate with your existing environment.

PWR Rollups

PWR Rollups empowers you to roll-up any Salesforce data with ease, unlocking deeper insights and streamlining your workflow. Eliminate manual calculations and gain real-time visibility into your data with intuitive roll-up functionality and an user-friendly interface. * Roll-up data across five levels of the object hierarchy – gain deeper insights into your data by analyzing it across multiple levels. *This app offers various data aggregation methods, including Sum, Count, Min, Max, Average, and Count Distinct. These features make it easier for users to perform comprehensive data aggregation tasks. * Supports Master-Detail & Lookup Relationships, including custom and other managed package objects – no matter how your data is structured, PWR Rollups can handle it. * Simple and intuitive UI – easily configure roll-ups with just a few clicks. * Add multiple roll-ups from the same screen – save time and effort. * Create new fields directly from the roll-up configuration – no more switching between screens. * Recalculate tool: update roll-up results on existing records with ease. * Apply custom filters: target specific groups of records for updates.

Q!365

Salesforce Connector for Microsoft Teams, SharePoint and Office 365

Q-assign

Q-assign delivers automated lead and case assignment to your Salesforce Enterprise. Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules. Route tickets to agents via Load-balanced, Round Robin or points-based distribution. Score and match on load, agent availability, skill, product, language, territory or anything you like!

Quality Clouds for Salesforce

Quality Clouds embeds governance and best practices into your Salesforce development workflow to build and release functionality quickly, securely, and with greater reliability, enabling your business to innovate and thrive. DevOps Excellence Quality Clouds helps redefine your development workflow, introducing best practices to the heart of the Salesforce platform build, and ensuring consistency across your development team. We restore lost agility, and streamline efficiency, liberating your developers from time-consuming manual checks to focus on what matters most. Continuous Active Governance Quality Clouds empowers your business with efficient, cost-effective solutions that accelerate the performance of your Salesforce platform. We equip you with full control and oversight of your platform, with a full suite of tools to prevent technical debt and other costly performance issues. Risk & Compliance​ Quality Clouds is committed to addressing your platform security concerns, offering solutions that effortlessly adapt to new regulations, future-proof your operations, and enhance compliance.

QuickBooks Connect

Sales and finance teams often struggle with disconnected systems, manual invoice creation, duplicate data entry, and delayed payment visibility between Salesforce and QuickBooks. Cloud Maven, Inc’s 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 helps organizations eliminate these issues by providing automated invoicing, payments, customer sync, and accounting workflow capabilities through Salesforce QuickBooks integration. As a Salesforce-native application, QuickBooks Connect removes the need for manual data entry, decreases reconciliation time, and provides both the finance and sales teams with a single view of all financial activities. The app provides a seamless way to integrate your Salesforce environment with QuickBooks Online, whether you are managing invoicing via Opportunity, Case, custom objects or subscription workflows. 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗜𝗻𝘃𝗼𝗶𝗰𝗲𝘀, 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀, 𝗮𝗻𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 QuickBooks Connect enables teams to create and sync financial data directly from Salesforce without having to switch applications. Key features include:   • Automatically create QuickBooks invoices from Salesforce records   • Sync customer information, invoices, payment history, and journal ledgers   • Support ACH or card-based QuickBooks Payments   • Use Salesforce Flow and Apex to automate your billing process   • Eliminate the need for reconciliations with bi-directional sync   • Ensure audit ready financials across systems 𝗕𝗶-𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 The app enables true, two-way, real-time synchronization for Salesforce with QuickBooks Online. As soon as a record is updated in one system, it automatically gets reflected in the other system.   • Push records from Salesforce to QuickBooks   • Retreive the most recent accounting information from QuickBooks to Salesforce   • Automatically resolve conflicts or validate when changes occur in either system   • Send QuickBooks updates in real-time without batch delays The QuickBooks Salesforce integration allows your sales, operations, and financial teams to work with the same source of truth, thereby reducing duplicate records and accounting errors. 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗜𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴 𝗮𝗻𝗱 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻   • Generate your invoices directly from Salesforce in one click   • Auto-populate products, pricing, tax rates, and customer details   • Customize message that appear on the invoice   • Trigger invoicing from workflows or any Salesforce object   • Bulk upload and process thousands of invoices using CSV templates 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 QuickBooks Connect supports multiple QuickBooks companies within a single Salesforce org, making it ideal for growing businesses, franchises, and multi-entity organizations.   • Connect and manage multiple QuickBooks Online companies   • Create and display consolidated reports and financial views   • Maintain separate accounting structures while managing operations in Salesforce   • Sync the financial data associated with each company in real time 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮𝗻𝗱 𝗦𝘆𝗻𝗰 𝗝𝗼𝘂𝗿𝗻𝗮𝗹 𝗟𝗲𝗱𝗴𝗲𝗿𝘀 𝗳𝗿𝗼𝗺 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 QuickBooks Connect also supports ledger automation, helping teams manage accounting updates without leaving Salesforce.   • Create new journal ledger entries from within Salesforce   • Automatically track all debit/credit entries   • Track and record all adjustments, corrections, or non-cash entries   • Ensure all transactional records remain in balance and audit ready   • Sync your ledger records between QuickBooks Online and Salesforce 𝗘𝗮𝘀𝘆 𝗦𝗲𝘁𝘂𝗽 𝘄𝗶𝘁𝗵 𝗡𝗼-𝗖𝗼𝗱𝗲 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 This app is designed to quickly deploy into your business while giving you maximum flexibility in how you administer it. You have the ability to configure all of the integrations through an easy-to-use setup wizard. You can also manage permissions that are assigned to each user. Besides, admins can define field mapping and sync preferences. You can automate processes by using Salesforce Flow, Apex triggers or custom buttons. With this being a fully native Salesforce application, businesses maintain full control and transparency over their data in their own CRM environment. 𝗘𝘅𝘁𝗲𝗻𝗱 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗣𝗮𝘆𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 Integrating your payment workflow with QuickBooks Connect makes collection and reconciliation easier.   • Accept ACH and credit card payments   • Send payment links directly from Salesforce   • Automatically reconcile payment records   • Lower payment processing overhead   • Sync payment activity between Salesforce and QuickBooks QuickBooks Connect is built for organizations looking for Salesforce QuickBooks integration, eliminating manual entry, duplicated records, or broken processes between sales and finance. Through automated invoicing, real time sync capabilities, multi-company support, and journal ledger processing, QuickBooks Connect enables both sales and finance professionals to process their business information quickly while maintaining complete accuracy of the accounting information, which remains audit ready.

Quote Editor by Balink

Balink's Quote Editor helps transform the Salesforce standard Quote into a highly effective tool for making quotations with enhanced and customizable product search and grid modules, and an advanced Quote Template, fully embedded into Salesforce Quote.

REDA AI

REDA AI - The Extensible AI Agent Platform for Salesforce. REDA AI is a no-code AI platform with Salesforce AI agents built natively on Salesforce. No matter your vertical, your Cloud edition, or your process complexity — you configure the same no-code platform to serve your exact context. No integrations. No data leaving the org. No professional services required to start. Every Salesforce AI interaction inherits your existing security model — FLS, sharing rules, profiles, and object permissions. Enterprise AI governance through a 100% Salesforce-native platform. No exceptions. Most AI tools talk to Salesforce. REDA AI thinks in it — a native managed package that understands your custom schema & mappings, inherits your security model, and deploys intelligent Salesforce AI agents across 4 channels in hours. Zero code. Zero middleware. Built for your implementation, not a template. Build & Deploy Your First Agent in Under 10 Minutes > https://reda.wistia.com/medias/jm72uxoxeq

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