SalesVisual

SalesVisual lets you visualize your Salesforce object relationships at-a-glance. Simply install it and discover how your contacts, accounts, opportunities, users, campaigns and products relate to each other. SalesVisual allow visual relationship mapping for Salesforce that help you understand your opportunities, key contacts and related records even not related using Map button from.

Functions offered by the tool:

• Mouse over icon to get popup detail of the record
• Full screen mode, zoom with mouse scroll
• Hide and show object (available objects is based on the data)
• Open record detail 
• Map the record to center
• Map Account, Contact, Opportunity from List view

Limitation:

• Do not show related child Accounts
• Do not show Account Owner, except the Parent Account have Opportunity with the same owner
• Do not show Contacts unless the Contact added as Contact Roles in Opportunity

This free version of SalesVisual only support native objects, including:

• Contacts
• Accounts
• Opportunities
• Users
• Products
• Campaigns 

From Account
- Show Account
- Show Parent Account (Not child or peers Accounts)
- Show Account Owner if only have the Parent Account have Opportunity with the same owner
- Show all Opportunities and Opportunities Owner of Account
- Show all Opportunities and Opportunities Owner of Parent Account
- Show all Opportunity Lines related to Opportunities shown
- Show only Contacts and Contact Owners listed in Contact Roles of Opportunity, not all Contacts, and it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Contact
- Show Contact and Contact Owner
- Show all Opportunities and Opportunities Owner related to the Contact
  * Opportunity will be auto added when Contact is added as Contact Role in Opportunity
  If the opportunity have Contact role from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Show all Opportunity Lines related to the Opportunities shown
- Show Account and Account Owner
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Opportunity
- Show Opportunity
- Show Opportunity Owner
- Show all Opportunity Lines related to the Opportunities shown
- Show Account
- Show peer Opportunities
- Show peer Opportunities Owner
- Show Contacts listed in Contact Roles, not all Contact, it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact


Available checkboxes of object is based on available data related to that record, ideally you need to select all checkbox to see related of all records, otherwise, you will see stand-alone record without link.

Watch demo: https://www.youtube.com/watch?v=XeoqcE5gSAo

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: IntellectSpace

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uSpjEAE

Version: 1.11


Blog last updated: 21 Apr 2016

User Field History Tracking

In many cases, we need to track value changes in User object. But, as you know that we are not able to set Field History Tracking in user object (until now April 2016). If you have developer, you can get developer to write trigger on user object and write the changes to a custom object. But if you don't have, User Field History Tracking app package is here to help.

User Field History Tracking implement the same idea as I said earlier, with a trigger in user object and write the changes into a custom object. Once you installed this package from AppExchange, you will notice new app "User Field History Tracking", you just need to set fields need to track, either standard or custom field from User Field History Setup tab.

Select one or more fields to track field history. Once you have completed your selections, click "Save Settings". The selected field(s) will then be tracked from that point forward. If you remove a field(s) from history tracking and click "Save Settings", field history will no longer be tracked. Any previous history for the removed field(s) will still be available as User Field History records. You may come back to this page at any time to update the fields selected for history tracking.

All changes happened after you set field to track will be available as new record in User Field History object. For here you can see, who change what, what is the previous and new value, when is the change happened.


Type: AppExchange (Managed Package); Private listing

Paid/Free: Free

Publisher: Stratus Consulting Group, LLC

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4Dz0EAF

Version: 4.1


Blog last updated: 19 Apr 2016

Clone This User

With Clone This User (CTU), the administrator can look up the existing user that serves as the basis for the new one, enter name and email, and generate the username & password immediately. Clone Users from the desktop or Salesforce1 Mobile.

The general idea for this product comes from the instant need that admins need to create new Salesforce user on ad hoc request to duplicate one user for this new one. We imagined the scenario that an urgent email comes in to the Salesforce admin from the hiring manager while the administrator is out at lunch, even though ideally this need to inform earlier.

How could the admin quickly and easily create the user record with all the related permission sets, public group access, and user features selected.

Once the package installed, add a custom link Clone to the user page layout. Open user detail to clone from and click Clone link to start.

Once done, you will get the success message, or error message if failed.

Limitation:

As current version, it do not clone following standard field and any custom fields:

• Title
• Department
• Division
• Currency
• Phone
• Extension
• Fax
• Mobile

But, following assignment/group will be clone to new user:

• Permission Set Assignments
• Public Groups
• Queue Membership
• Permission Set License Assignments

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Arkus, Inc.

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5jTkEAJ

Version: 1.1


Blog last updated: 17 Apr 2016

Salesforce.com Quick Login As

As admin in Salesforce, you can login to any user by enable "Administrators Can Log in as Any User" from Setup | Security Controls | Login Access Policies. Once enabled, you will see Login link in user list view or Login button in user detail.

There is no issue with standard functionality given by Salesforce to login as someone else. But, with a Google Chrome extention "Salesforce.com Quick Login As", it will make you easier login as someone else by save a few clicks and maintains the page currently being viewed.

Main Points:
- Gives a popup of the users listed on the user listing page so you can select to login as a different user on any page.
- When a user is selected, it logs you in as that user and keeps you on the page you were viewing.
- When you log out, it will take you back to the page you were originally on when you logged in as the other user.

Additional Points:
- Above the user list in the popup, the "View" dropdown is available so you can change to another view from the user listing page.
- Only the first 4 columns from the user listing table are shown by default (including the login column) since the popup has a limited width.  A "All Columns" button is available if you can't identify the user you need by the default columns shown.

Type: Google Chrome extension

Paid/Free: Free

Installation: https://chrome.google.com/webstore/detail/salesforcecom-quick-login/dccccilgophpadpomgajjlkkioipoojh?hl=en

Version: 1.4


Blog last updated: 15 Apr 2016

Inline Account Hierarchy

By default to see Account Hierarchy structure in Salesforce, click View Hierarchy link next to Account Name, it will show you all related accounts in parent and child relationship.

Inline Account Hierarchy package contains a custom Visualforce page that displays the Account hierarchy as a collapsible tree. So, you can see all related accounts in parent and child relationship, in a glance in Account page without additional click to open Account Hierarchy page.

Type: AppExchange (Not Managed Package)

Paid/Free: Free

Publisher: Salesforce Labs

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ

Version: 1.4

Blog last updated: 13 Apr 2016