Alternatives to DataTools

Gearset is a full‑featured Salesforce DevOps solution built for the enterprise, giving teams the tools to adopt best practices across every stage of the DevOps lifecycle. From metadata and CPQ deployments to CI/CD, testing, code analysis, sandbox seeding, backups, archiving, and observability, Gearset gives teams unmatched insight and control over their Salesforce workflows. Over 3,000 organizations — including names like McKesson and IBM — rely on Gearset to deliver with security and scale in mind. With advanced governance, detailed audit trails, SOX/ISO/HIPAA support, multi‑team pipelines, integrated security checks, and adherence to ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset combines enterprise‑ready compliance with rapid onboarding and an intuitive interface — all in one platform. Leading firms in finance, healthcare, and tech trust Gearset to power their DevOps initiatives without adding complexity.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

The Bulk Object Field Creator (BOFC) is a native application on force.com specifically built for developers and administrators to efficiently execute Bulk CRUD tasks with minimal clicks. Unlike the conventional Salesforce approach, this app streamlines bulk metadata operations, offering a more efficient method for mass creation, deletion, updating, and cloning of objects and fields. By minimizing the manual workload for users, it enhances overall productivity significantly. Additionally, its user-friendly interface allows for a seamless experience, making it an invaluable tool for managing large datasets.

Org Dictionary is an innovative application that allows users to create and manage a personalized vocabulary of metadata, including custom objects, fields, and record types. While Salesforce typically offers a standard object model intended for developers, Fexle has elevated this concept by introducing Org Dictionary, which amplifies the existing functionalities. This application empowers users to establish a tailored, project-specific vocabulary complete with custom metadata and fields, ultimately enhancing business efficiency with its remarkable features. Designed with the goal of fortifying your organization, Org Dictionary is a testament to the versatility of modern business applications. Salesforce continues to be a leading force in the tech industry, providing solutions equipped with state-of-the-art functionalities. Our expert Salesforce consultants have meticulously crafted Org Dictionary to ensure that your organization can easily access all relevant information regarding any specific custom component. This capability is vital for streamlining operations and improving overall productivity.

Hubbl Diagnostics: Empowering the Salesforce Ecosystem with Intelligent Org Solutions At Hubbl Diagnostics, we're dedicated to uplifting and empowering the entire Salesforce ecosystem through our powerful org intelligence solutions. We provide Salesforce admins, architects, and consultants with the broadest and most actionable insights into any Salesforce org. Our mission is clear: to help organizations tackle technical debt, eliminate redundant automation, and navigate the ever-expanding complexity of their Salesforce orgs. By doing so, we enable businesses to maximize their return on investment in Salesforce, achieving results faster than ever before. What sets Hubbl Diagnostics apart is our proprietary metadata aggregation, which not only delivers invaluable insights but also equips the Salesforce ecosystem with benchmark data. With this data, users can easily measure and compare their org complexity against others in their industry, gaining a competitive edge. Through the power of Hubbl Diagnostics, companies can transform their Salesforce operations, streamlining processes, optimizing efficiency, and achieving unparalleled success.

AutoRABIT stands out as the premier solution for metadata-aware Application Release Management and Backup & Recovery specifically tailored for Salesforce environments. Its unique approach integrates delta deployments with parallel build automation, resulting in an unmatched release speed. This allows development teams to deploy only the modified code while enabling multiple teams to initiate builds at the same time. With its cutting-edge parsing technology, AutoRABIT guarantees the quickest commits and deployments in the industry. The innovative Metadata Mastery™ feature identifies all types of Salesforce metadata, efficiently managing and preserving dependencies. Additionally, AutoRABIT ensures comprehensive backup and restoration of all metadata, data, and dependencies, allowing for the seamless restoration of the entire Salesforce ecosystem whenever required. The Selective Restore capability further enhances this by enabling frequent backups of Salesforce data and the option to restore precisely what is needed. Ultimately, AutoRABIT provides total software delivery orchestration, making it a robust CI/CD solution specifically designed for Salesforce applications, thereby streamlining the entire development process for organizations.

This software streamlines the data migration process among Salesforce organizations while ensuring all object relationships are preserved. It encompasses management, optimization, and upkeep of Salesforce Orgs. As these Orgs grow increasingly intricate and chaotic, Snapshot serves as a reliable tool to restore order. Monarch simplifies the challenges associated with complex data migration. Users can choose from prebuilt templates, align destination objects with multiple fields, keep object relationships intact, assess differences in datasets, import CSV files, and collaborate on datasets with their teams. This desktop application facilitates direct communication between your computer and Salesforce, ensuring utmost security and data confidentiality. You maintain full control over your data, and there is no need for package installation. Monarch leverages the bulk data API for extensive migration tasks, making it compatible with various platforms like Salesforce CPQ, Field Service Lightning, FinancialForce, and ServiceMax. Additionally, Monarch's user-friendly interface ensures that even those with minimal technical expertise can efficiently navigate the migration process.

Arovy redefines Salesforce governance, security, and visibility by combining automation, AI, and actionable insights into one unified platform. Built for modern Salesforce teams, it provides complete transparency into data, integrations, and configuration dependencies—helping users scope projects confidently and reduce operational risk. Its data dictionary, impact analysis, and change tracking tools simplify complex ecosystems while ensuring compliance and audit readiness. With real-time monitoring of APIs, users, and connected apps, Arovy instantly detects outages, unusual activity, and access changes across the organization. The platform’s intelligent threat detection and mitigation engine proactively identifies risks and suggests resolutions before they affect business continuity. Designed for speed and scalability, it supports enterprises managing hundreds of thousands of Salesforce users and millions of API calls. Arovy’s AI-powered analytics help teams uncover inefficiencies, reduce tech debt, and optimize Shield implementation with clarity and precision. Trusted by financial institutions, SaaS providers, and large enterprises, Arovy is the backbone of secure, efficient, and future-ready Salesforce operations.

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.

Enhancing Code Quality and Security for Salesforce Developers. Specifically designed for the Salesforce ecosystem, CodeScan's code analysis tools offer complete insight into your code's integrity. It stands out as the most thorough static code analysis solution that accommodates Salesforce languages and metadata. Self-hosted options are available. Evaluate your code for both security and quality using the most expansive database tailored for the Salesforce platform. The cloud version allows you to enjoy all the advantages of our self-hosted service without the burden of managing servers or internal infrastructure. With editor plugins, you can seamlessly integrate CodeScan into your preferred coding environment for immediate feedback as you write. Establish coding standards to uphold the quality of your code based on industry best practices. Manage code quality effectively by enforcing your coding standards and reducing complexity throughout the development lifecycle. By tracking your technical debt, you can enhance both code quality and efficiency. Ultimately, this approach can significantly boost your development productivity, leading to more streamlined project workflows.

Introducing a Change & Release Management Tool designed specifically for Salesforce Administrators, Snapshot offers visually engaging tools to seamlessly deploy metadata assets from both sandbox environments and Salesforce DX projects to production accounts. With over 40 detailed reports, it meticulously documents all facets of your Salesforce account, including unused assets, intricate relationships, disaster recovery strategies, data security measures, and adherence to corporate compliance standards. By utilizing Snapshot, Salesforce professionals can set aside concerns about code, as this robust platform empowers them to navigate complex organizations with intuitive drag-and-drop functionality. The ability to visualize and simplify operations, enhance security and compliance, and reduce the overall cost of organization ownership has never been more accessible. Metazoa Snapshot stands out as the most comprehensive toolkit in the industry for managing orgs, addressing technical debt, and providing a multitude of additional features that streamline administrative tasks. Whether you're looking to optimize performance or ensure regulatory compliance, Snapshot delivers exceptional solutions for all your Salesforce management needs.

Impowr is a data import solution specifically designed for Salesforce that enhances and streamlines the process of uploading data into the Salesforce CRM environment. It is created to empower both internal stakeholders and external users by providing a user-friendly self-service interface, which simplifies the task of uploading data files while using predefined import schemas to maintain data integrity and consistency. Supporting various common file formats, it integrates flawlessly with Salesforce Experience Cloud, allowing organizations to incorporate the import feature directly into their digital platforms. Administrators are equipped with powerful role-based access controls, which ensure that users have access only to the data they are permitted to manage and import. Furthermore, Impowr adheres to Salesforce's CRUD (Create, Read, Update, Delete) and FLS (Field-Level Security) protocols, delivering a secure and compliant data management environment. This level of security not only protects sensitive information but also builds trust among users and stakeholders, fostering a more efficient data handling process.

Agentforce Vibes presents vibe coding, an innovative AI-driven method that empowers developers to transform natural language directives into fully functional Salesforce applications that meet enterprise-level security, governance, and infrastructure requirements. In contrast to more basic vibe coding solutions that are primarily focused on prototyping, Agentforce Vibes encompasses the entire development lifecycle, including ideation, construction, testing, deployment, and observability, while seamlessly integrating with Salesforce's foundational platform and trust frameworks. Acting as an AI-enhanced integrated development environment (IDE) compatible with VS Code or similar environments, it comprehends your Salesforce schema and metadata, facilitating capabilities such as agentic code generation for multiple languages (Apex, HTML, CSS, JavaScript), intelligent enforcement of rules, creation of test cases, debugging, rollbacks, and natural language-driven DevOps. Furthermore, it accommodates various language models, is expandable through the Model Context Protocol (MCP) featuring over 20 integrated tools, and promotes the reuse of pre-existing code, making it a versatile solution for developers. This comprehensive approach not only streamlines development processes but also enhances productivity by reducing the time and effort required to build robust applications.

We are excited to unveil the Peeklogic Connector plugin, which is crafted to integrate Salesforce and Jira, ultimately boosting both cost-efficiency and productivity for our clients. This robust solution facilitates uninterrupted interaction between sales and development teams, removing the obstacles created by their separate environments. Envision a scenario where your support, development, and product teams engage through Jira while your sales personnel use Salesforce. Closing the divide between these groups is essential for providing exceptional customer support. Thanks to the Peeklogic Connector, you can experience enhanced communication, better collaboration, and top-tier assistance. This plugin exemplifies our commitment to continuous improvement and innovation. What began as a simple idea has evolved into a valuable tool that empowers businesses to operate more intelligently. It transcends merely connecting Salesforce to Jira or vice versa; it ensures that all team members are aligned and can accomplish tasks swiftly and efficiently. By fostering this level of integration, organizations can unlock their full potential and maximize their operational effectiveness.

Overcast is a cloud integration service designed specifically for Salesforce, enabling seamless connections to applications like SAP, Oracle, Microsoft, and various other on-premise systems. By employing a mixed replication and real-time architecture, the Overcast Integration App transforms the integration landscape for Salesforce, offering a sophisticated and streamlined system that greatly minimizes complexity and associated risks. Instead of functioning merely as middleware, it serves as a comprehensive data access layer specifically tailored for on-premise data and processes. As a fully cloud-native solution, Overcast is developed as an application within the Salesforce ecosystem, available for installation directly from the Salesforce app store, with all user interfaces, database tables, and logs securely integrated within Salesforce. The software and infrastructure are professionally managed, updated, and maintained by the Overcast team, all for a competitive monthly subscription fee. This service ensures that all your Salesforce integration needs are met through a single, cohesive solution, allowing businesses to focus on their core operations without the hassle of managing complex integrations. Overall, Overcast represents a significant advancement in the way organizations integrate their data and processes with Salesforce.

You can synchronize, import, or create user stories and connect them to Salesforce metadata seamlessly. Our platform offers valuable insights into the complexity and impact of various changes, equipping you with tools to explore deeper, document knowledge, and generate documentation efficiently. The nightly synchronization between Production and Sandboxes ensures the Org metadata dictionary remains up to date. This includes risk and impact analysis, dependency mapping, field population analytics, automated documentation, and recommendations for cleanup. Additionally, you can incorporate your documentation and foster collaboration with your teams all in one place. Capture version-controlled processes quickly during live workshops, utilizing diagrams to confirm requirements, facilitate user acceptance testing, enhance training, and ensure compliance with regulations. Provide your end users with training at the point of need to boost adoption rates and establish a simple feedback mechanism. As a result, you can witness significant improvements in both adoption and customer satisfaction. With requirements flowing in from various sources, it's crucial to have a comprehensive understanding of the Org, especially when documentation is sparse. By leveraging these capabilities, you can transform your approach to managing user stories and enhance overall efficiency.

DBAmp is the best Salesforce integration solution for SQL DBAs. DBAmp allows you to access all of your Salesforce data using standard SQL. SQL Server is a key component of BI and operational reporting for many organizations. DBAmp allows you to extend the SQL Server integrations that you have created for BI, analytics and reporting to Salesforce data. - Salesforce BI, Analytics & Reporting can be enabled from any tool via SQL Server - Connect data from your internal systems to Salesforce in real time - Create reports that combine live data from SQL Server and Salesforce to provide up-to-the minute insights T-SQL allows you to quickly create integrations and perform real-time load and lookup operations. SQL Select statements allow you to access Salesforce data in real time and create local copies of Salesforce data to a local SQL database.

Cloud-based contact center solutions tailored for your organization. Enhance your internal and external communication processes with Vonage's contact center offerings. Businesses utilizing Salesforce can benefit from our integrated contact center solution, previously known as NewVoiceMedia, which enhances both customer and agent interactions. We also offer a variety of cloud contact center solutions suitable for businesses of all sizes and requirements. Vonage seamlessly combines contact center functions with unified communications, consolidating your communication needs onto a single, adaptable cloud platform. Utilize the full spectrum of Salesforce features and insights to engage with customers on a personal level and facilitate quicker, more efficient calls, all made possible through our robust integration with Salesforce. Make intelligent and swift routing decisions based on any Salesforce object, guaranteeing that the most qualified agent connects with the appropriate customer. Equip your agents with the tools necessary for engaging and productive conversations, ensuring every interaction is a positive one. This comprehensive approach not only streamlines communication but also enhances overall customer satisfaction.

Dataimporter.io serves as an all-encompassing solution that streamlines the processes of data loading, migration, and integration specifically for Salesforce users. It accommodates both CSV and Excel formats for manual uploads and provides smooth integration with a multitude of data sources such as SFTP, S3, Dropbox, PostgreSQL, Google Sheets, Snowflake, OneDrive, Google Drive, Heroku, SharePoint, Azure SQL, SQL Server, and MySQL. Users can enhance their operational efficiency and reliability by scheduling tasks for automatic data import and export, with options available on an hourly, daily, weekly, or monthly basis. Additionally, Dataimporter.io supports intricate Salesforce-to-Salesforce migrations, enabling users to transfer entire record hierarchies between different organizations. The platform is equipped with features that include automatic relationship and lookup mapping along with data transformation capabilities through formulas, making it versatile for migrating data from any source object to any target object, even across differing schemas. This flexibility allows organizations to handle their data needs more effectively while ensuring a smoother transition during migrations.

Global 100 companies trust GRAX to enable them to: ✔ Maintain 100% Digital Chain of Custody ✔ Take ownership and control of all Salesforce backup and archive data ✔ Backup, archive, and recover multiple Salesforce Orgs ✔ Reduce storage costs and improve Org performance ✔ Reuse backup/archive data in analytics & reporting ✔ Track manually deleted data ✔ Bring historical Salesforce data into data warehouses ✔ Report on multiple orgs in tools like Tableau ✔ Improve global compliance and governance ✔ Make better predictions through reporting ✔ Answer business questions with their data Your Salesforce backup and archive data has strategic value. GRAX helps you maximize that value by letting you reuse your history to ADAPT FASTER.

Introducing the pioneering DevOps Value Stream Platform designed specifically for Salesforce. Discover the groundbreaking features of Copado’s Winter ’21 release, which revolutionizes the way businesses harness their cloud platform to drive profitability. With Copado DevOps, you can establish continuous value delivery directly from Salesforce to enhance your organization's financial performance. Create efficient release pipelines to manage Salesforce metadata while ensuring that all your orgs are in sync effortlessly. Streamline your sprint and feature planning using user stories, epics, and comprehensive integrations with tools like Azure DevOps and Jira. Take advantage of built-in quality gates and automated testing processes to elevate product quality and maintain regulatory standards. All these features are available on the secure and dependable Salesforce Platform. Utilize DevOps 360 Analytics for measurement and monitoring, and enhance agile practices and workflows through the use of Value Stream Maps. Our adaptable architecture allows you to integrate with existing version control, ALM, and automation tools seamlessly. As the leading Native DevOps solution for Salesforce, teams can expect to realize substantial benefits in just weeks, rather than waiting months or even years. Experience the transformation that a focused approach to DevOps can bring to your organization today.

OKRify stands out as the premier Goal Management and Strategy Execution tool within Salesforce. It uniquely integrates OKR methodologies with KPIs, ensuring a focused and efficient approach to strategy execution. By leveraging OKRify, organizations can foster alignment, accountability, transparency, and collaboration among their teams. This user-friendly application is designed with simplicity in mind, built entirely on the Salesforce platform. Key features include the ability to set OKRs at the company, team, and individual levels, alongside an Objective/Team hierarchy, a heatmap for visual progress tracking, automatic updates through Salesforce data, real-time KPIs for various users and business units, as well as milestones and split-period targets. Additionally, OKRify serves as a central hub for managing, tracking, and updating both OKRs and KPIs, providing a clear view of alignment across the organization. With its comprehensive tools, OKRify empowers teams to stay aligned and engaged in their strategic goals.

Boost your profits and reduce expenses with Pimly’s comprehensive Salesforce PIM solution. Discover how Pimly can enhance the efficiency of product information management for your organization. Pimly is revolutionizing the management of product information. For the first time, you can consolidate all your product data within Salesforce, allowing for effortless administration and use of product information and digital assets across various Salesforce clouds. Integrate all production details into Salesforce, no matter their current location, to facilitate streamlined data exchange and create a unified system that everyone can rely on. Link product data directly to business processes. This innovation alleviates the tedious task for business personnel, such as those in sales, marketing, and service, from spending excessive time searching for essential product details. Empower your sales and service teams with the most accurate, up-to-date, and comprehensive product data, including sell sheets and digital catalogs, all accessible within the familiar Salesforce environment. By doing so, you not only enhance their efficiency but also significantly strengthen your business opportunities.

Elevate your business with AI-driven automation that boosts revenue, enhances decision-making, and reduces expenses. With an intuitive design, data processing becomes a breeze, while a user-friendly interface ensures seamless integration with Salesforce. Experience a faster, more efficient launch in less than an hour, allowing for a smooth onboarding process. Integrate ChatGPT effortlessly to gain insights from your Salesforce data. Grow your business with confidence while adhering to Salesforce governor limits, as GPTfy facilitates expansion while ensuring compliance, even with extensive data sets. It securely anonymizes and transmits pertinent Salesforce information to ChatGPT and other AI platforms for analysis, delivering results directly within Salesforce. This empowers your sales, customer success, marketing, and other teams to leverage the advantages of AI-driven automation for superior performance. By harnessing the power of AI, organizations can make informed decisions that drive growth and innovation.

Reflection Enterprise stands out as an advanced solution for backing up and restoring Salesforce data, offering both on-premise and cloud options for seamless replication and integration, ensuring that your sales team remains uninterrupted. Developed in 2007 by a dedicated group of Salesforce product experts, this tool has continually evolved to meet the growing demands of its users. It is primarily utilized by Salesforce Admins and IT professionals who prioritize robust backup and disaster recovery strategies. With its powerful backup capabilities and insightful visualizations, Reflection Enterprise equips these users to enhance their disaster recovery plans effectively. As a comprehensive platform, it allows organizations to confidently safeguard their Salesforce data against any unexpected loss.

Astonous Ship is a fully Salesforce-native multi-carrier shipping application that brings FedEx, UPS, and USPS shipping services directly into your Salesforce environment. It allows users to calculate shipping rates instantly from any Salesforce object, simplifying label generation for shipments and returns. The app seamlessly integrates with Salesforce’s workflow and process builder tools, enabling automation and efficient shipping management. Users can create shipments from any Salesforce record, which auto-fills shipping details and reduces manual data entry. Shipment tracking is built-in, allowing users to monitor shipment status and access detailed tracking information without switching platforms. All shipping data remains within Salesforce, ensuring centralized and easily accessible records. Additionally, the app sends real-time email and chatter notifications to keep teams updated on shipment progress. This integration enhances operational efficiency and visibility for Salesforce users handling shipping logistics.

Salespeople need to have the most current information about their prospects in Salesforce. Salesforce data is often outdated and stale, which means that salespeople have to spend time updating their contacts. Fuse for Salesforce solves this problem by synchronizing your Salesforce.com instance with Dakota Marketplace data, the most important institutional investor database. It can be difficult to keep 16,000 contacts current. However, Dakota Marketplace's large data team updates Marketplace contact information daily. Fuse for Salesforce allows you to have these updates pushed directly to your Salesforce instance. Give your salespeople the information they need: up-to-date contact information for their prospects in Salesforce.

Utilize the exclusive Native Data Archiving Application to store your historical and compliance data from Salesforce into Big Objects, allowing for enhanced organization of storage, improved application efficiency, and adherence to compliance standards. Begin your complimentary trial today! Additionally, this solution streamlines your data management process, making it easier to access and analyze important information.

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

CapStorm provides the Salesforce community with tailored solutions that grant users independent management and oversight of their data within the Salesforce ecosystem. By effectively managing data throughout its entire lifecycle, organizations can enhance enterprise value and build trust, while also extracting valuable insights, mitigating risks, and ensuring compliance with data regulations. Regardless of whether your data resides on-premises, in the cloud, or is distributed across various hybrid cloud environments, CapStorm equips you with the expertise needed to excel. Our clients often approach us with intricate challenges, and they discover that our solutions empower them to navigate the complexities associated with Salesforce data. Whether you are overseeing a migration initiative, safeguarding your organization against potential disasters, or leveraging data to drive analytics and strategic decisions, we possess the experience and solutions necessary to help you achieve mastery in your field. With CapStorm, you can confidently face any data-related challenges that may arise in your Salesforce journey.

Chargent Payment Processing for Salesforce stands out as the premier payments application available on the Salesforce AppExchange. This solution is entirely native to Salesforce and is designed to accommodate both credit card and ACH payments for one-time or recurring billing, all while being lightning-ready. With Chargent, you gain total control over your payment processing activities, seamlessly managing everything within Salesforce, where your customer information resides. Easy to install as an add-on, this highly adaptable platform has been implemented by numerous organizations since its inception in 2008. Chargent offers out-of-the-box integrations with over 30 direct payment gateways, along with developer tools that facilitate customization to align with any business workflow. Users can securely process phone payments through an intuitive interface, and Chargent allows for simultaneous use of multiple gateways to cater to different business units. Its extensive features make it an invaluable asset for businesses looking to streamline their payment processes.

Axy OKR is an innovative OKR performance management solution built exclusively on the Salesforce platform, designed to facilitate the tracking and assessment of OKRs for businesses that utilize Salesforce in their operations. Its integration with Salesforce enables Axy OKR to offer unique functionalities that are often unavailable in other OKR management tools, including automated progress measurement through Salesforce report binding, among various other advanced features. This seamless connection not only enhances usability but also allows organizations to leverage existing data for more accurate performance evaluations.

Our drag-and-drop form builder for Salesforce allows you to create custom forms, collect data and pre-fill it, use conditional logic and automate business process. Titan Forms is the only product in the market that integrates Salesforce in real-time. Titan's drag-and-drop builder allows you to create custom web portals and Salesforce forms. Our product is flexible, unlike other Salesforce form tools. Titan allows you to read from and write to multiple objects in real time. You can add any logic to any data structure, including one-to many, many-to -many junction objects, lookup field, formulas, list view, and related lists. Titan is the only software that allows you to edit large records, upload files, and use grid views. You can create forms without having to write any code.

Secure your next position in Salesforce by creating an account that allows you to receive notifications for new job openings or to advertise available roles. Set up alerts to keep yourself informed about the latest job listings that align with your preferences! Salesforce stands as the leading customer relationship management (CRM) platform globally, making it essential for businesses to have at least one employee who can effectively leverage this robust software for optimal benefits. Our primary audience consists of both current and aspiring professionals in the Salesforce ecosystem. We offer straightforward pricing without charging based on views or clicks. When you post a job on sForceJobs, it remains active for 30 days and is featured in our weekly email, as well as shared across social media platforms. Users can manage their accounts, receive immediate alerts, and access job post metrics. Explore a variety of roles related to Salesforce, some of which emphasize user processes, ensuring you find a position that matches your skills and career aspirations. By engaging with our platform, you will not only enhance your job search experience but also connect with a vibrant community of Salesforce experts.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Ortoo offers robust workforce automation applications that are fully integrated with Salesforce, revolutionizing Sales and Service teams globally into high-performing units. By using these applications, businesses can enhance throughput, boost conversion rates, increase sales revenue, and improve customer satisfaction while simultaneously reducing operational costs. Experience the benefits firsthand by trying them for free. Ortoo empowers rapidly expanding Salesforce organizations to cultivate exemplary teams; its efficient automation tools streamline the creation, updating, and distribution of work items like leads and cases, resulting in unprecedented productivity and effectiveness. Effortlessly generate and modify leads or opportunities directly from incoming emails, and manage email communications seamlessly within Salesforce. This enhanced Email to Case functionality allows for automatic case creation and updates, and also supports the creation of custom cases or support requests through tailored objects, further amplifying operational efficiency.

To ensure the protection of your organization's essential data against irretrievable Salesforce data corruption, consider utilizing AoC, a secure platform that guarantees the safety of your information in any situation while enabling effortless management, replication, and recovery. AoC offers a robust Salesforce data protection solution that extends beyond mere safeguards, ensuring that your critical business data remains secure and accessible. By facilitating seamless data recovery and comprehensive protection, AoC empowers your business to thrive. You can back up your Salesforce data to a database of your choice, with support for various databases and the convenience of scheduling backups quickly. The significance of data and its various versions cannot be overstated, and AoC eliminates the limitations found in Salesforce when it comes to tracking record history. Choose from daily, weekly, or monthly backup schedules to provide your data with the protection it warrants. With a user-friendly setup process and streamlined backup capabilities, you can move away from the hassle of manual data exports and embrace straightforward data recovery. Additionally, restoring your data back to Salesforce can be accomplished with just one click, making it a hassle-free experience.

Easy Rollup is the smart choice, because it's: It's easier to use More Powerful No cost There is no limit to the number of rollups Easy Rollup runs natively within Salesforce, with a user-friendly interface. Easy Rollup is simple to install and does not require additional setup. Easy Rollup allows businesses to create a custom rollup summary in Salesforce with just a few clicks and no code. It allows you to use the following Salesforce functionalities: 1. Also supports roll-up of lookup objects. 2. All records can be exported in one click. 3. You can create multiple filters and include more criteria in one filter. 4. In graphical format, see the number of Rollups for objects. 5. Edit any Rollup detail or filter. 6. User-friendly UI. Salesforce made it easy to roll up data.

Individuals performing at their highest potential can be 2-5 times more efficient than their average output; however, distractions and frequent app switching can consume 40-60% of a standard employee's time. By allowing teams to engage with pertinent, real-time information within their preferred collaboration tools, you can witness a remarkable boost in productivity. Revolutionize the remote work landscape and reinvigorate Salesforce by effortlessly integrating essential business data into the flow of conversation with Woobot’s versatile integration platform. By empowering remote teams with the Salesforce information they require in their daily workflows, you can help shape the future of work. This approach facilitates faster and more effective decision-making through real-time Salesforce workstreams and actionable insights. Moreover, updating Salesforce during conversations enhances data accuracy and fosters better team alignment. The Woobot platform enables users to locate, view, update, and create records in Salesforce and other enterprise systems straight from their collaboration tools, streamlining the entire process. With such seamless integration, teams can focus more on their tasks and less on managing data manually.

Integrate your feedback information seamlessly with Salesforce by correlating survey results to any Salesforce object. Address customer concerns efficiently by initiating follow-ups automatically with the designated person or team based on individual survey answers. Enhance the personalization of your surveys by incorporating Salesforce data, such as case numbers or the names of service representatives, directly into your inquiries. Boost the leading customer service platform with valuable feedback insights. Develop Lifecycle Maps to reflect the varied customer journeys and tailor each journey by pinpointing key interaction stages where feedback is crucial, aligning specific surveys to those pivotal moments. Engage with your customers at the right time by conducting surveys right after service interactions, ensuring you collect precise feedback. With Salesforce Feedback Management, you can reach customers through multiple channels, including email, SMS, post-chat, WhatsApp, Facebook, third-party websites, and in-app surveys, thereby maximizing the effectiveness of your feedback collection strategy. This multifaceted approach ensures that you remain attuned to your customers' needs and preferences in real-time.

Say goodbye to the frustrating manual reports and spreadsheets — with the OKR Board for Salesforce by Oboard. With this Salesforce OKR plugin you can set, track, and manage all your OKRs directly within Salesforce. It's user friendly, fully customizable, and very intuitive — perfect for thought leaders implementing the OKR framework for their teams. OKR Board for Salesforce seamlessly integrates OKRs into the Salesforce ecosystem, providing an efficient way to align your company towards a common goal while monitoring everyone's progress. In addition OKR Board for Salesforce offers: ✅ Extreme customization options and advanced security features; ✅ Real-time Dashboard to monitor different intervals and teams; ✅ Customizable OKR levels, weights and breakdowns; ✅ Public API to share data with visualization software. Apart from OKR management, OKR Board also provides reporting and analytics tools with a real-time Dashboard that can be set to show any intervals or teams. This data can be easily exported into third-party visualization tools or presented as an executive report with a shareable link. The cost for OKR Board is $10 per user per month, with a 30-day trial available that requires no credit card.

S4 enables Salesforce DevSecOps to be established in the CI/CD pipeline within less than an hour. S4 empowers developers with the ability to identify and fix vulnerabilities before they reach production, which could lead to data breaches. Secure Salesforce during development reduces risk, and speeds up deployment. Our patented SaaS Security scanner™, S4 for Salesforce™, automatically assesses Salesforce's security posture. It uses its full-spectrum continuous app security testing (CAST), platform that was specifically designed to detect Salesforce vulnerabilities. Interactive Runtime Testing, Software Composition Analysis and Cloud Security Configuration Review. Our static application security testing engine (SAST) is a core feature in S4. It automates scanning and analysis for custom source code within Salesforce Orgs including Apex, VisualForce and Lightning Web Components and related-JavaScript.

Customers anticipate a customized experience that is specifically tailored to their unique needs and ideally presented in their preferred language during every interaction with your business. By utilizing PDF Butler as your Salesforce document generation solution, you can ensure a swift and sustainable launch. Incorporating language preferences is a straightforward process that requires only minimal adjustments. As the complexities of document generation in Salesforce, as well as platforms like CPQ, billing, sales cloud, and field service lightning, continue to grow, it’s crucial to streamline the process. By reducing lengthy generation times and simplifying the maintenance of templates, you can enhance personalization without compromising user experience. Begin with basic templates that utilize both standard and custom objects, and progressively enhance them with features such as logos, dynamic images, translation of picklists through the translation workbench, and data sourced from external objects, including QR codes or barcodes; your needs will shape our roadmap. Our Salesforce document generation tool is designed to deliver speed, long-lasting and scalable performance, along with outstanding support, ensuring that your document generation processes keep pace with evolving demands. Ultimately, this approach empowers you to maintain a competitive edge while meeting customer expectations consistently.

Organizing your files within Salesforce is now simpler than ever. Leverage our adaptable web application to access File Explorer on any device, without the need for installation or setup. Just log in using your Salesforce account details and begin right away. You can also install File Explorer directly within your Salesforce organization, benefiting from the familiarity and security that native Salesforce offers. Prefer using command line tools? Check out the Apache Ant version of File Explorer, where you can set up various Ant tasks and efficiently export all your data with a single command. For detailed guidance and a demonstration, be sure to read this blog post as it covers everything you need to know. Additionally, this streamlined process allows you to manage data more effectively, enhancing your overall productivity.