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THE DREAMFORCE 16 APPEXCHANGE ROUNDUP
Apps Every Smart Business Should Know About
With over 3,000 sessions for every role,
company size, and industry, Dreamforce 16
was all about learning, connecting, and
making your customers love you. Since no
one could attend every session, we put
together this guide to help you remember
or discover key AppExchange sessions.
We did it all with one goal: to help you
continue growing your business.
Ready? Check them out now.
Need a refresher? Couldnt make it? Weve got you covered.
2
1 AppExchange for Everyone: Everything You Need to Know about AppExchange and Apps
2 10FreeAppExchangeAppsforaBigPayoff
3 25 Five-Star Apps You Havent Heard Of (But Need To)
4 Accelerate Sales with Process Innovation and Connected Apps
5 AppExchange for Marketing: Deliver True Marketing Innovation with Apps
6 My Perfect Org: AppExchange Service Apps andCodeSamplestoStreamlineEffectiveness (No Matter Your Budget)
7 AppExchange for Experts: Salesforce MVPs Share Their App Secrets
8 AppExchange for Admins: Apps Every Admin Should Know
9 LightningReadyApps:TapintoAlltheBenefits of Lightning
10 Thank You
THE DREAMFORCE 16 ESSENTIALS
3
4
Discover an app ecosystem: 3,100+ apps, 400+ components, 4 million installs.
Trust that every app is approved, reviewed, and secured for Salesforce.
Access all apps in one place: Marketing Cloud and Wave apps are now on AppExchange.
Do business anywhere with over 300 Salesforce1 mobile-ready apps.
Customize pages and build powerful apps without code using over 400 Lightning components.
Get to your app solution faster: Now explore and install apps from within your Lightning org.
Likelists?Terrific.Heresagreatone.Usethissessions six lessons to understand why AppEx-change is the worlds #1 business app mar-ketplace. And to discover why using it can take your company to the next level.
AppExchange for Everyone Everything You Need to Know about AppExchange and Apps
1
Josie Chiles Director, AppExchange Product Marketing Salesforce
Over 80% of the Fortune 100 are using AppExchange apps.
KEY SESSION TAKEAWAYS
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WATCH THE LIGHTNING READY DEMO JAMS
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https://www.salesforce.com/video/295488/http://bit.ly/appexnews
5
CLONE THIS USER
Create user records with related permission sets, public group access, and user features.
GRAPHICS PACK
Access hundreds of images and icons that can be used in Salesforce applications.
GENERATE ORDER WITH QUOTESAutomatically create orders and contracts directly from opportunities or quotes.
ROLLUP HELPER
Roll up any Salesforce data and bring real-time data to yourfingertips.
LAYOUT PAGE
Convert your page layouts to visualforce pages.
MASS EDIT + MASS UPDATE + MASS DELETEMass update, edit, and delete records from any list view or related list.
THE PERMISSIONER
Reduce time involved with assigning and revoking permission sets assignments.
METADATA SEARCH
Quick metadata search capability for the developers and administrators.
MILESTONES PM+
Track programs, projects, milestones, tasks, and more with this project management tool.
SALESFORCE ADOPTION DASHBOARDS
Get visibility into relevant user login history and adoption of accounts and opportunities.
2Recognize this scenario? You love building your own apps. But this time you dont have the budget. Youve cometotherightsession.Usethesefree yet robust apps to boost your teams productivity and, in turn, spur your companys growth.
10 Free AppExchange Apps foraBigPayoff
John Caliri Cox Automotive
AppExchange has the apps to help my power users go to the next level.
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https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5jTkEAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000004cfIcEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iwHEARhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wZkUEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003J6KcEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAOhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wgF7EAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uYYMEA2https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004gHhLEAUhttps://www.salesforce.com/video/306471/
These apps might be under the radar yet theyve already generated a tonofmomentumandbuzz(nottomentionterrificreviews).Spanninga wide range of categories, these 25 apps possess a singular attribute: Theyre value-packed. 3 25 Five-Star Apps You Havent Heard Of (But Need To)
6
DIGITALGENIUS
Improve quality and productivity of customer service with AI and predictive automation.
AUGMENT
Show your products in augmented reality anywhere at anytime.
FLOSUM
Eliminate a huge part of deployment time by automating complex and manual tasks.
CHATTOMATE
Eliminate noise, manage Chatter limits, send notifications,andfollowimportant conversations.
FINGERTIP
Digitalize the decision- making process in your organization.
CHATOOO
Auto-respond with custom messages to @mentions and comments.
INGENIUS
Increase agent capacity and provide better customer experience.
CLOUDAWARE
Manage multiple AWS accounts and regions from a single window.
IPFOLIO
Organize and visualize your IP portfolio in one accessible and collaborative location.
CONVERSICA
Reach out to every single one of your leads with an automated sales assistant.
LEARN MORE
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https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E1jI5UAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000pw6NEAQhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000psM0EAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3aJLEAZhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4UdAEAVhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DTyrTEAThttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B2tR3EAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5FmLEAVhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000059dzREAQhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4dXLEAZhttps://www.salesforce.com/video/303188/
7
3
PERSADO CONNECT
Arm marketers with precise language and images for authentic email subject lines.
KROW
Manage the performance and profitabilityofeveryproject.
SPANNING BACKUP
Protect critical Salesforce data and metadata with automated daily backup.
REALZIPS
Focus your team on the right geographic areas, the right customers, and the right time.
LURNITURE
Increase speed-to-ramp and win rates with intelligent video sales enablement and coaching.
TACT
Usenaturalinteractionsto interact with people and systems in your daily salesflow.
PROPEL PLM
Share product data with customers, partners, and employees.
LEARNTRAC
Create, assign, and track learning activities and rewards based on progress.
SWAGIQ
Seamlessly trigger, send, and track items, client and prospecting gifts, and marketing collateral.
SALESFORCE1 ORG CHARTView your companys org chart on the go inside Salesforce1.
MAGIC ROBOT
Helpyourrepsfindand win opportunities with multi-touch campaign attribution.
TALKDESK
Leverage voice/SMS channels, native reporting, and automations to communicateeffectively.
SIMPPLR
Enable an easy-to-use, mobile-friendly, ready-to-go social intranet.
ONEMOB
Connect reps and buyers through custom video viewing experiences.
TIMEZONE IQ
Quickly check the time zone of your leads and prospects within Salesforce.
25 Five-Star Apps You Havent Heard Of (But Need To)
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DqDABUA3https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qErGEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B51BgEAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3izXEARhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5koNEARhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009xSBEEA2https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DpZt6EAFhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5WzEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000pvn6EAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000rFyZEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5kDjEAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qjFlEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptpmEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000proPEAQhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DygkBEAR
4Connected apps can sync sales, compensation, service, and customers. Usethemtoautomateprocesses, improve user experience, and boost overallsimplicitywithinyourfirm. Tap into them for help with scaling, speed, and precise decision-making.
Accelerate Sales with Process Innovation and Connected Apps
ANAPLAN
Apply advanced analytics to your sales plan at the account, product, and rep level.
CALLIDUSCLOUD CPQ
Automate the quote and proposal process.
DOCUSIGN
Send, sign, and track agreements and approvals anytime, anywhere, and from any device.
APTTUS CONTRACT MANAGEMENT
Close deals faster and reduce contractual risk with end-to-end contract management.
CLARIZEN PROJECT MANAGEMENTStreamlinetheflowfrom sales opportunity to professional services delivery.
COVEO SEARCH
Bringintelligent,unifiedsearch to Service Cloud, App Cloud, and Community Cloud.
APTTUS CPQ
Quickly and accurately configure,price,andquote deals.
8
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https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4l0FEARhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016aOcEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wbSNEAYhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000030eHZEAYhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009x8GjEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bGHEAYhttps://www.salesforce.com/video/295973/
9
Naveen Zutshi CIO, Palo Alto Networks
We use Salesforce as a transformation platform.
4 FINANCIALFORCE PSAManage your team, customers, projects, andfinancialsallinoneintegrated services app.
JITTERBIT
Reduce the time and effortrequiredtoautomate the import and export of business data.
FUNNELSOURCE
Access pipeline analytics to track performance and improve forecast accuracy.
SALESFORCE CPQ
Streamlineconfigurationand ensure pricing and quoting accuracy.
XACTLY INCENT
Motivate and incentivize to drive business results through commissions.
HOOPLA
Motivate sales with leaderboards, competition,gamification,and recognition.Accelerate Sales
with Process Innovation and Connected Apps
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001g22uEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZoVEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bXiEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cxaEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bLlEAIhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HykEEAS
10
DISCOVERORG
Get accurate contact data and intelligence on decision-makers and departments.
LIVECHAT
Chat live with online visitors and increase online sales and improve customer support.
LEVELELEVEN
Drive revenue through sales activity management.
BIZIBLE
Measure digital and offlinechannelsto make the best marketing decisions.
LATTICE ENGINES
Enable sales teams to take action on predictive analytics and prospect data.
VOICESTORM
Equip your team to share and promote your marketing and sales content.
VISITOPS
Create visits, build agendas, invite and track presenters, send surveys, and run reports.
INVOCA
Give marketing and sales teams insight on which campaigns drive calls.
STRATEGY
CONTENT
TACTICS
ANALYSIS AND CONFIRMATION
More than ever, marketers are asked to work faster, be smarter, and share more compelling and authentic content. In fact, customers expect it. Check out these eight powerful apps that impact key phases of your marketing process and deliver game-changing results.5 AppExchange for Marketing Deliver True Marketing Innovation with Apps
Peter Guagenti CMO, NGINX
LatticeEnginesidentifiestherealbuyerswithinaseaofleads.
LEARN MORE
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https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3MXdEANhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000005vQWzEAMhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000055dIBEAYhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3KLuEANhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000rHbREAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5OAUEA3https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptpwEAAhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5MueEAFhttps://org62.my.salesforce.com/sfc/p/000000000062/a/0M000000ALEP/nZB6lXpwc.n_kTabIX0yTfuv9yh5nCrbjG_DphDLKuQ
11
6
Want to create the perfect service org? No matter how complex your business or ambitious your goals, explore these plug-in AppExchange apps and code samples. Youll experience minimum turnaround time, maximum ROI, and a boost in business value.
My Perfect Org AppExchange Service Apps and Code Samples to StreamlineEffectiveness (No Matter Your Budget)
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12
6My Perfect Org AppExchange Service Apps & Code Samples to StreamlineEffectiveness (No Matter Your Budget)
APPS
CODE SAMPLES
GLANCE
TIMBA SURVEYS
See and share issues with integrated screen sharing, cobrowsing, agent video, and more.
Create, share, and analyze surveys.
DIGITALGENIUS
Improve quality and productivity of customer service with AI and predictive automation.
NEWVOICEMEDIA
Get faster service, enhanced customer satisfaction, and increased agent productivity.
CRONSIGHTS
Get handle time metrics and insights todriveefficientcustomer service.
ARTICLE QUALITY INDEXTrack article quality scores and the results of quality audits conducted on articles.
Dale Romero Service Cloud Architect Salesforce
Charu Goyal Technical Architect Salesforce
Digital Genius automates customer service interactions via SMS.
Agent on vacation? The solution: Custom Apex Code to assign code backtolastinqueue.
Ready to build? Here are a few quick code samples to get you started.
LEARN MORE
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https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IsNjEAKhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000001R6HXEA0https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E1jI5UAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000025yAGEAYhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qCpWEAUhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DpPhJEAVhttps://success.salesforce.com/0693A000005dQqK
Want to be a rock star at your company? Salesforce MVPs share their secrets on how they maximize value from their favorite apps. Plus, take away tips and tricks to take your team to the next level. From lead generation to project management, these apps can elevate what youre already doing and help grow your business even more.
7 AppExchange for Experts Salesforce MVPs Share Their App SecretsALMOND
Create and assign learning activities to your users and reward them based on progress.
CURRENCY UPDATER
Automatically update your currency rates.
CASE AGE
Calculate in business hours how long your case has spent in each status.
DRAWLOOP
Transform manual document creation processes into automated document generation.
DOCUSIGN
Send, sign, and track agreements and approvals anytime, anywhere, and from any device.
CLONE THIS USER
Create user records with related permission sets, public group access, and features.
ENABLER4EXCEL
Manage your Salesforce data directly from Excel.
CONGA COMPOSER
Customize and scale your document generation and reporting.
FORMER POSITIONS
Automatically track changes to a contacts account and title.
LINKPOINT360
Streamline data access with an instant view of Salesforce data in Outlook.
Keep in contact with a departing client with Former Positions.
Phil Walton Consultant Salesforce MVP
13
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7 AppExchange for Experts Salesforce MVPs Share Their App Secrets
SALESFORCEIQ INBOX CONTROL PANEL
Manage your teams deployment of the Salesforce Inbox apps.
OCTOPUS
Document all the items in your Salesforce instance.
WORKATO
Integrate Salesforce into all your apps without code.
MAGIC ROBOT
Helpyourrepsfindand win opportunities with multi-touch campaign attribution.
RAINKING
Search, view, and import RainKing content without leaving Salesforce.
14
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000CNj52EADhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5cEKEAZhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iW1EAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5kDjEAJhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q67YEAQ
Its a well-known fact: Salesforce admins do it all. They support users, deliver critical projects, create reports and dashboards, and often conduct training. Our panel of admin experts shares the apps that can save time and money as well as help admins manage resources even better.
AppExchange for Admins Apps Every Admin Should Know
APTTUS X-AUTHOR FOR EXCEL Updateopportunities,assign leads, create quotes, upload data, and more.
GRIDBUDDY
Streamline business processes in a single editable view to get work done faster.
INSIGHTSQUARED
See real-time sales results with maintenance-free reports and dashboards.
DEMANDTOOLS
Control, standardize, verify, deduplicate, import, and manipulate Salesforce data.
15
8
KROW
Manage the performance and profitabilityofeveryproject.
SAGE LIVE
Connectfront-officeCRMwithback-officeaccounting.
SALESFORCE CRM DASHBOARDS
Get started with this easy-to-use dashboard pack.
SKUID
Create a bespoke user experience without code.
EveryoneknowshowtouseExcel. So its easy to use Apttus X-Author.
Steve Chilcoat Salesforce Administrator Quantum
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16
Dreamforce 16 was #struckbylightning. Attendees experienced Salesforce Lightning and the 500+ new Lightning features that build and deploy apps faster, supercharge marketing, close deals quicker, and focus service reps on their key actions. In the Lightning Ready Demo Jam, seven partners showcased their apps in exciting three-minute demos. Check them out here.
Lightning Ready Apps TapintoAlltheBenefits of Lightning
9 DRAWLOOPTransform manual document creation processes into automated document generation.
ORCHESTRACMS
Deliver an end-to-end digital experience across all channels.
MEDIAFLY
Meet the needs of the modern buyer with personalized, nonlinear presentations.
ROLLUP HELPER
Roll up any Salesforce data and bring real-time data to your fingertips.
FINGERTIP
Digitalize the decision- making process in your organization.
PROPEL PLM
Share product data with customers, partners, and employees.
TASKRAY
Build a post-sale process with cloneable project templates, repeating tasks and automation.
Shawna Wolverton Senior Vice President, Product Management Salesforce
Lightning Ready means all of the apps features and functionsworkinLightning,nocompromises.
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WELCOMETOTHEDREAMFORCE16APPEXCHANGE REFRESHER 17
Thanks for being a part of the AppExchange community. Together, we form a powerful collective of business knowledge. Its where youll learn from business leaders with the same challenges, questions, and successes as you, as well as share your best practices with your peers.
Stay up to date on apps. The latest. The greatest. The apps you need. Theyre all in the AppExchange newsletter.
Join the success community. Share. Learn. Connect with passionate customers, partners, and Salesforce experts.
Share or read a review. Over 55,000 reviews in the AppExchange will guide you to the best-performing apps.
Thank you. See you at Dreamforce 17.
10Thank YouLEARN MORE
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