Salesforce users have started to utilise Generative AI but few know what elements contribute to maximising the value of its outputs.
The key input that powers Generative AI success in Salesforce is consistent and reliable data. Without up-to-date data, Einstein GPT responses are limited in producing accurate and up-to-date insights.
Each app in this list is designed to help admins, consultants, and users enhance their Salesforce experience beyond standard functionality by improving an org’s data hygiene and increasing productivity.
Reach out to get your team started using these Salesforce apps:
Dataloader.io – Data Loading
From: MuleSoft
Securely import, export and delete unlimited amounts of data for your Salesforce org using Dataloader.io
The native integration uses an existing Salesforce account to log in and connect. Map data easily with auto-mapping, keyboard shortcuts and search filters. Then schedule automated task imports and exports on a regular basis.
Designed for beginners to advanced users to consistently and quickly process data updates.
Employabl – Data Cleansing and Management
From: Insightabl Apps
Track employment history for key contacts over their career with Employabl.
Duplicate records are most commonly created when previous contacts surface in new positions. Prevent duplication by assigning contacts to a holding account to maintain CRM data quality.
Achieve the LinkedIn experience in your Salesforce org by logging a contact’s former positions.
Time Warp – Data Visualisation
From: Salesforce Labs
Time Warp presents a 360-degree view of Leads, Accounts, Contacts, Cases and Assets on an interactive timeline.
Scroll, zoom, hover and click to change page layouts for a complete picture of customer data.
Display key customer information visually so there is no need to view customer information from a related list view.
DLRS – Data Aggregation
From: Andy Fawcett
Declarative Lookup Rollup Summaries (DLRS) is a community-built and maintained Salesforce application to create cross-object roll-ups.
Serving similar functionality to the Rollup Summary fields, but provides additional flexible in the type of data that can be included.
Run rollups in Realtime, Scheduled and Developer API modes by using standard declarative UI, no coding is required.
HappySoup – Data Relationship Identification
From: HappySoup
HappySoup is a web app designed to reveal the metadata, data relationships and dependencies within an org.
Use this tool to identify if any scheduled changes to an org will impact its functionally or trigger unwanted automations. It is perfect for admins who are continually updating record types, deleting fields or changing field names.
