Best Salesforce Apps & Add-Ons of 2024

We're diving into the must-have Salesforce apps and add-ons that are revolutionizing the way admins work in 2024. Efficiency is the name of the game, and we've handpicked five solutions designed to drive sales team productivity, increase visibility into your instance, and most importantly, give admins back precious time. 

1. Rollup Helper by Passage Technology

If you find that you’re often having to roll-up Salesforce data for your users, but aren’t looking to develop custom code every time, Rollup Helper has you covered. It offers versatile roll-up functionalities, including counts, averages, percentages, and more. A no-code admin productivity platform, it overcomes limitations using lookup relationships and allows admins to surpass the 25-rollup per object restriction. The Premium Edition provides unlimited roll-up settings, priority support, and the ability to perform grandchild roll-ups in a single setting.

Learn more about Rollup Helper on the App Exchange or their website.

2. Conga Composer Connector

Is document delivery time slowing your team? Conga’s Composer Connector – a component of the Conga Revenue Lifecycle Cloud – allows teams to generate documents with dynamic data from standard or custom Salesforce objects. Automate your team’s manual tasks, like contracts, presentations, reports, and more with pre-built templates in a number of popular document formats.

Learn more about Conga Composer Connector on the AppExchange or their website.

3. ZoomInfo Field Trip

Unsure of what fields you actually have in your Salesforce instance and whether they’re being used or not? ZoomInfo’s Field Trip allows administrators to run reports of the fields on any object for a complete audit of what fields are being used and what percentage of records have that field populated. Compute your ZoomInfo Data Quality Score based on the fill rate and weight of object fields. 

Learn more about ZoomInfo Field Trip on the AppExchange.

4. CloudAnswers Report Sender

Report Sender increases report sending capabilities in Salesforce beyond the standard report subscription functionality. From sending reports to non-Salesforce users, customizing email templates and including custom messages, and including exported data like CSVs, Report Sender will expand your reach when delivering data to your stakeholders

Learn more about CloudAnswers on the AppExchange.

5. RecordWatch by Oniic

If user adoption and usage are main KPIs for your organization this year, RecordWatch is the app for you. Developed by a team of Salesforce Admins that were often asked for detailed user insights by execs throughout their career, RecordWatch enables organization’s with 360° visibility into user activity. From a detailed history of the records that users have viewed to out-of-the-box dashboards and reporting to leverage these insights from day one, RecordWatch is loved by back-office teams everywhere – from Sales and RevOps to Compliance and InfoSec.

Learn more about RecordWatch on the AppExchange or their website.