The Ultimate Salesforce AppExchange Guide For Sales People

Salesforce, Salesforce Training
The Ultimate Salesforce AppExchange Apps Guide For Sales People

Many of you know that Steve Jobs has played an iconic role in Marc Benioff’s and Salesforce’s growth. But did you also know that Salesforce’s humongous platform for apps, Salesforce AppExchange was initially dubbed to be called “App Store”?

When AppExchange was ideated, Benioff liked the name Appstore so much that he trademarked the term and bought the domain. Later, when Jobs introduced the App Store on the iPhone, Benioff gifted Appstore.com and App Store trademark to Steve Jobs as a laudable gesture for all the advice and mentorship he had given him over the years.

Salesforce AppExchange v/s Appstore

In fact, the advice and mentorship are probably one of the big reasons for Salesforce’s humongous growth and its huge platform for apps, the Salesforce AppExchange, which at this moment has a record 5,037,679 installs! (and counting…)

What is Salesforce AppExchange?

Customized for Salesforce specifically, the Salesforce AppExchange ecosystem helps you find the best app (mostly B2B) that fits your business needs. AppExchange has apps spread across multiple categories like Sales (41%), IT & Administration (22%), Collaboration (10%), Marketing (9%), Customer Service (8%), and Finance (6%), the rest 4% includes apps  like Human Resource, ERP, and Analytics.

Apart from these, you can also find Salesforce components, Consulting partners, Developers, Jobs, and the latest add Ohana, dedicatedly for the Salesforce Community.

With the recent update, Salesforce AppExchange now also links to other marketplaces like The Heroku Elements Marketplace, HubExchange and LINK Marketplace.

When should you use Salesforce AppExchange?

Personally, I think the Salesforce AppExchange is the best bet for the Build v/s Buy dilemma when it comes to Salesforce.

When should you use Salesforce AppExchange?

Most of the business using Salesforce, heavily customize the platform based on their requirements. It varies from industry to industry and many a time might result in a roadblock, where a specific type of app could solve the issue.

Also, it is a great place to find reviews from the Salesforce Community, which will help you in making better decisions.

What should you get on Salesforce AppExchange

Salesforce AppExchange is a heaven for B2B apps. Unlike its rich counterparts like App Store and Google Play which has entertainment, games, etc., AppExchange is strictly business!

Salesforce AppExchange currently hosts 3K+ apps. And one of the major challenges on it is finding the app that solves your pinpoints effectively. To make things easier for you, I’ve started off with this Ultimate guide (that will be iterated every month) which lists the top apps of each category. I’ve manually gone through each category of the Salesforce AppExchange and listed down the best apps on the basis of reviews, ratings, and pricing.

As a TL;DR you can also directly click on the link below to jump to the app.

Note: The apps in this list are not in any order of preference.

– Learning, Development & Training Apps

  1. Cornerstone LMS
  2. Litmos LMS
  3. Whatfix

– Contract Management Apps

  1. DocuSign Electronic Signatures
  2. Adobe Sign
  3. Apttus Contract Management

– Document Generation Apps

  1. Conga Composer
  2. Nintex Drawloop

– Project Management Apps

  1. TaskRay
  2. Taskfeed
  3. Mission Control

– Email & Calendar Sync Apps

  1. LinkPoint Connect
  2. Ebsta

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Learning, Development & Training Apps on Salesforce StackExchange

Let’s begin with one of the most important categories of the Salesforce AppExchange, i.e the L&D and training apps. These apps help users on Salesforce utilize the maximum potential of the platform by providing them effective understanding and learning.

1. Cornerstone

Salesforce AppExchange Apps - Cornerstone LMS

Built on the Force.com platform, Cornerstone is a Learning Management System for Salesforce that helps in improving learning across your organization. It empowers its users by providing a platform to create, manage courses and assign specific development plans for your employees.

Lightning Ready: Yes

Compatibility: Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance Edition

Pricing: Starting at $6 USD per user per month


2. Litmos LMS

Salesforce AppExchange Apps - Litmos LMS Litmos is an LMS for Salesforce that provides integrations for both corporate workforce training and extended enterprise training. Litmos enables quick creation of web-based e-learning courses & easy distribution to learners on Mac, PC, iPhone, iPad & Android.

Lightning Ready: No

Compatibility: Compatible with Professional, Enterprise, Unlimited, Developer, and Performance Editions

Pricing: Starting at $6 USD per user per month


Special Mention:

3. Whatfix

Salesforce AppExchange Apps - Whatfix

Whatfix is a performance support platforms that helps in accelerating product adoption on Salesforce. Whatfix helps businesses with its nifty real-time interactive walkthroughs that guides users across Salesforce, providing them:

  • Just-in-time training
  • Proactive support and
  • Interactive user onboarding

Lightning Ready: Yes

Compatibility: Compatible with all Salesforce editions. Also Compatible with all Force.com applications

Pricing: Customized pricing quote available on request


Contract Management Apps on Salesforce AppExchange

Moving on to the next category. This category holds some of the most popular apps in the Salesforce AppExchange.

4. DocuSign Electronic Signatures

Salesforce AppExchange Apps - Docusign

DocuSign integrates its highly configurable and customizable e-Signature for all Salesforce cloud solutions. It will enable you to sign, send and track contracts, agreements and approvals anywhere, via any device.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: DocuSign plans start at $15 per month when purchased annually and scale up to include more advanced functionality


5. Adobe Sign

Salesforce AppExchange Apps - Adobe Sign

Available on Salesforce AppExchange since 2006, Adobe Sign is an e-Signature app available on multi-devices, which can be deployed in minutes. It helps in improving legal compliance and automating proposals, quotes, and other contract processes.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Developer, and Performance Editions

Pricing: Adobe Signs business plans start at $39.99/seat/month


6. Apttus Contract Management

Salesforce AppExchange Apps - Apttus

This app built on Salesforce itself is an end-to-end Contract Lifecycle Management solution for enterprises. Apttus Contract Management automates the complete contract lifecycle from request to drafting, redlining, e-Signature, storage, obligations management, and renewals, ensuring maximum benefit to the whole organization.

Lightning Ready: Yes

Compatibility: Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: Apttus offers three pricing plans for Contract Management, starting at $35 per user per month


Document Generation Apps on Salesforce AppExchange

Next in the list are apps used to automate Document generation. These apps are highly useful and will save a lot of your work force’s productive time.

7. Conga Composer

Salesforce AppExchange Apps - Conga Composer

This nifty Document generation app allows you to create templates and produce documents consistently and automatically using any standard or customer Salesforce object.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: Starting at $20 USD per user per month


8. Nintex Drawloop

Salesforce AppExchange Apps - Nintex Drawloop

Nintex Drawloop enables users to automate and customize document generation. It combines any number and combination of document types – Word, Excel, PowerPoint, PDF, and Visualforce pages – and customizes the documents as per the requirements.

Lightning Ready: Yes

Compatibility: Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: Starting at $1,440 USD per company per year


Project Management Apps on Salesforce AppExchange

Improve the productivity by automating processes that can be easily done. Here are some of the best apps that will help you do that.

9.TaskRaySalesforce AppExchange Apps - TaskRayTaskRay is a Salesforce native project management solution that makes it easy for business teams to plan, execute and report consistently on their work. TaskRay supports project management needs such as Customer Onboarding, Professional Services, Marketing, Agile Development and Salesforce Admin Request Management.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: $23 USD per user per month


10. TaskfeedSalesforce AppExchange Apps - TaskfeedTaskfeed is a project and process management application entirely built on Salesforce. Designed for post-sale customer projects, Taskfeed helps in managing your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: $25 USD per user per month


11. Mission Control

Salesforce AppExchange Apps - Mission Control

Mission Control is a complete professional services automation (PSA) solution that helps in managing both simple and complex processes. Mission Control features a unique Virtual Project Whiteboard that offers ‘drag and drop’ functionality for progressing Actions. Ideal for managing Scrum meetings as part of your Agile methodology.

Lightning Ready: Yes

Compatibility: Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance Editions

Pricing: $29 AUD per user per month


Email & Calendar Sync Apps on Salesforce AppExchange

Synchronize your mailbox with Salesforce effiiently. Make sure you don’t have to repeatedly do the same tasks again with these nifty apps.

12. LinkPoint Connect

Salesforce AppExchange Apps - LinkPointLinkPoint Connect is an email integration app for MS Outlook and IBM notes that will help you streamline the data access, record emails, create new contacts, & sync content to Salesforce easily. LinkPoint supports Office 365, IMAP, POP3, Citrix, Terminal Services & Partner Communities.

Lightning Ready: No

Compatibility: NA

Pricing: $16 USD per user per month


13. Ebsta

Salesforce AppExchange Apps - Ebsta

Ebsta is a leading email and calendar sync engine that is designed for Gmail and Salesforce. It supports multiple calendars, time zones, meeting updates, recurring events, and deleted events out of the box and lot more.

Lightning Ready: Yes

Compatibility: NA

Pricing: Starting at $12 USD per user per month


We’ll be iterating this article and adding more Salesforce AppExchange apps to it soon. Subscribe and stay tuned to this space to know the latest tools and tips about AppExchange.

Gokul Suresh

Gokul Suresh

Gokul leads the Inbound, Content and Social Media efforts at Whatfix.

A techie, a marketer and a UX enthusiast, he lovesthinking up creative ideas and experimenting with new tools. He's an expert in inbound marketing and eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
Gokul Suresh
  • Tim

    There is another great app for project management, which is not mentioned here – Inspire Planner (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000prucEAA). It’s also Salesforce-native, very easy-to-use, yet has all the needed features, like complex task interdependencies, Gantt chart, templates, time tracking, sharing with external users and many more, and amazing customer support.

    Inspire Planner is also really affordable in comparison to its competitors and has a special free plan for non-profits: http://inspireplanner.com/pricing/

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