10 Must Have Salesforce AppExchange Apps and Components
Salesforce AppExchange provides Salesforce users with thousands of solutions for nearly anything they need. It can be daunting! What’s good? What’s bad? Our expert Salesforce consultants share their most loved apps and components.
One of the neatest features of Salesforce is their enterprise cloud marketplace, AppExchange. Users looking to extend their Salesforce capabilities can find solutions, partners, and consultants all through AppExchange. With over 5,000 solutions available in the marketplace, it can be a little overwhelming to sift through unless you know what you are looking for.
Luckily, our Salesforce team here at Smartbridge has rounded up 10 of their must-have Salesforce AppExchange apps and components that make CRM experiences much easier!
Check out our newest additions for 2025, numbers #1, 2 and 3!
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DemandTools
DemandTools is a powerful data management platform designed to help users maintain clean, accurate, and deduplicate data. It offers a suite of solutions for importing, standardizing, and mass updating records, making it ideal for admins and data stewards. With its robust matching algorithms, DemandTools can identify and merge duplicate records across objects, enforce data quality rules, and automate recurring data maintenance tasks. This tool is especially useful for organizations with large datasets and complex data governance needs.
There is a cost associated with this app.
Cuneiform for CRM (Free) – Secure 100% Native Data Profiling
Cuneiform for CRM is a free, native Salesforce app that provides secure data profiling directly within your org. It helps users understand the completeness, consistency, and quality of their data without exporting it externally. With visual dashboards and detailed profiling metrics, Cuneiform enables teams to identify gaps, anomalies, and opportunities for enrichment. Its 100% native architecture ensures compliance and security, making it a great choice for organizations focused on data integrity and governance.
Rollup Helper – Declarative Rollups Without Code
Asana
Asana is a work management app that can help drive seamless collaboration all the way through the sales cycle to deliver amazing customer experiences. Asana can help close deals faster and maintain customer relationships. Along with defining the responsibility of an activity, it can also help in eliminating ad hoc requests and repetitive conversations between teams.
Asana can help in automating tasks created by Process Builder. It can auto-generate projects, assign users to a project, share the tasks with teammates, and allows sales reps to keep track of tasks. Teammates can communicate, add notes or comments, and add sub-tasks for collaboration.
Don’t let the low rating fool you!
Dashboard Pal by Salesforce Labs
Dashboard Pal is a helpful data visualization component that allows the user to take control of their dashboard preferences.
The Lightning component enables the user to choose a dashboard from a list of available dashboards in the organization. The interface first asks the user to select the folder where their desired dashboard is in and then shows all of the dashboards inside that respective folder for the user to select. This is a great feature to have placed on the home page where the user can dynamically change the dashboard on command.
Pop Ups
Without any required coding, users can easily implement validation rules and notifications with PopUps anywhere on Salesforce to capture users’ attention for critical business needs. Notifications have the capability to appear in 3 different style options, Toast, Flow, and Modal with just a few clicks.
Some examples of how PopUps can be utilized:
- Alert users if there are any missing record details
- Flag high-risk accounts
- Notify users of follow-ups
- Soft validation rules or warnings
- Remind users to update contact information
S-Docs Native Document Generation & E-Signature: PDF, Word, Excel, Email, Forms
Document generation can be very helpful for any sales process. This app can help in creating documents like quotes, invoices, proposals, and reports using a button click, workflow, or batch.
Form document creation users can add dynamic images and visual charts, insert custom terms and conditions, leverage advanced Salesforce Object Query Language (SOQL) queries like aggregates and subqueries. Documents can be live edited during and after generation.
S-Docs provide point and click template creation that can include drag and drop, formula text, merge fields, electronic signatures, and much more. It also contains email automation with features like custom email templates, the ability to deliver documents intended for e-signature, and email templates populated with information from contact.
The e-signature feature with S-Sign includes features like multi-signer profiles, automatic reminders for e-signature, saving data back to Salesforce fields, encrypt documents, and track signing process in Salesforce.
Chargent Payment Processing – Credit Card Payments, ACH, Recurring Billing
Chargent Payment Processing is a direct payment gateway connection from Salesforce which can empower the team to be more efficient, resulting in better customer service. With this app, payments can be charged in real-time or credit cards payments can be scheduled. Customers can pay online via credit card or eChecks using the payment request link generated using the app.
Chargent can also be used in Salesforce Communities and CPQ. It is connected with most payment processing services like Authorize.net, BluePay, BlueSnap, Global Payments, and many more. It also contains PCI compliant payment processing capabilities for secure processing of customer information and transaction.
Conga Composer
Conga Composer is a helpful tool for automating document generation. It allows Salesforce users to create dynamic templates that pull data directly from Salesforce objects, eliminating the need for manual data entry. This saves time, reduces errors, and improves the overall efficiency of document creation for tasks like proposals, contracts, and quotes.
Home/Child Kanban
Home/Child Kanban is a fully native and highly customizable drag and drop kanban view that can be configured for any related lists and home pages. This view can help in viewing related records all grouped together to display key information. It can also provide a consolidated view of any related records to an account or any custom object to all team members that can help boost productivity.
This app can be configured by letting you choose the object name, group, summarized factors, and key information that you want to display on the Kanban tiles.
With these 10 Salesforce AppExchange apps and components, users can easily deploy them to increase productivity and support businesses needs without the help of a developer.
These were just a few components and apps that our Salesforce team finds perfect for both ourselves and our clients. To view more solutions, partners, and more, visit the Salesforce AppExchange. That’s where we’ll be!
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