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  • Adarsh Ponnana

Must have Salesforce Add-ons

Updated: Jul 1, 2020


Docusign


DocuSign is an easy-to-use, reliable and a secure add-on for your Salesforce platform. DocuSign Electronic Signatures is one of the most popular tools around and is used by users to sign documents easily.

Salesforce integration with DocuSign allows your business to completely digitize your customer agreements, contracts, and any business paperwork needs by enabling legally binding electronic signatures on your digital documents. This helps in saving time, increasing efficiency, reducing error risks, increasing productivity and security.


Salesforce integration with DocuSign can be used to easily pull data from various Salesforce objects. You can then sign the documents online, or send them out directly from Salesforce to get the required signatures. Once the documents are signed, they are returned to Salesforce and are then attached to their respective records. It is as simple as that.

Salesforce Logins by Synebo


This is a great chrome extension/appexchange app for managing credentials. It is a best in class solution to manage your credentials and it's completely free. Allows you to login to multiple orgs, supports an omnibox login and tabs customization.


Productivity boosting: Supports security tokens. Say "good bye" to verification codes! Grouping, quick search and one-click login to a new tab, window or even incognito mode.


Teamwork ready: Easily import and export your credentials, copy login information to clipboard in a single click or generate session login link.


Security: Your data never leaves your browser and gets synchronized between your browsers seamlessly. Use PIN code protection feature for more security!

dataloader.io


dataloader.io is one of the most popular data loader for Salesforce to quickly and securely import, export and delete unlimited amounts of data for your enterprise.


It is fully cloud-based and accessed through your browser. It has similar options when compared to Salesforce Data Loader, but with some very cool and useful extra funtionality. Some of the features are its ability to schedule tasks, and it can automatically find parent records based on text, not an ID.


It features intelligent data mapping and the ability to login with existing Salseforce.com credentials. DataLoader.io reduces data redundancies and allows for direct import capabilities from Box, DropBox, FTP and SFTP.




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