AppExchange

SFDC Penguin - Knowledge Loader - Cover

Knowledge Loader: A Practical Tool for Salesforce Knowledge Migrations

Leave a Comment / AppExchange, Salesforce /

Many Salesforce customers use Service Cloud to power customer-centric experiences, and at the heart of this is often Salesforce Knowledge; capturing critical insights that enable teams (and increasingly customers) to resolve issues. As its role expands across Case components, Experience Cloud, Digital Channels, and Agentforce, Knowledge is no longer just documentation; it is operational infrastructure. […]

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Is CONVAYR the Integration Solution Salesforce Admins Have Been Waiting For?

1 Comment / Admin, AppExchange, Salesforce /

“Every year, poor data quality costs organizations an average $12.9 million. Apart from the immediate impact on revenue, over the long-term, poor-quality data increases the complexity of data ecosystems and leads to poor decision making.” Manasi Sakpal (2021) – Gartner The importance of high-quality, well-integrated data is nothing new, but its significance has arguably grown.

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SFDC Penguin - From ClickTools to CONVAYR - Cover

From Clicktools to CONVAYR: Insights from Andrew Chapman & Oli Taylor

Leave a Comment / AppExchange, Salesforce /

The Salesforce ecosystem is ever-changing, but the need for targeted, innovative and efficient solutions remains the same. When I started my career in 2010, Clicktools was the go-to survey tool on the AppExchange. It was renowned for its ease of use, no-code integration and customer service. Although retired in 2022, Clicktools has a legacy in

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SFDC Penguin - Backup and Restore - Cover

Backup & Restoration: Are you prepared?

2 Comments / Admin, AppExchange, Salesforce /

Things don’t always go to plan. Sometimes that’s a good thing. However, when protecting your Salesforce org’s data and metadata, you don’t want surprises! In this post, I’ll cover tips for backups and restoration. This will help you assess your org’s readiness and options available.  Why Backup and Restoration Matters? A good (non-Salesforce) example is

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SFDC-Penguin-Free-App-to-help-with-Access-Management

Free App to help with Access Management

Leave a Comment / Admin, AppExchange, Salesforce /

Anyone who knows me (or follows this blog!) will know I like the AppExchange. It helps businesses solve challenges, without reinventing the wheel.  In my last post, I wrote about Access Management. Maintaining healthy access management is essential. However, depending on your org, your users may have a tapestry of permissions. This can be challenging to

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SFDC Penguin - What is the AppExchange and how does it help?

What is the AppExchange and How does it help?

2 Comments / AppExchange, Salesforce /

The Salesforce AppExchange has reached an impressive milestone: 10 million installs! To celebrate, I’ll be writing a three-part blog post! Here, I will explain what the AppExchange is and how it can help you. In the next couple of posts, I’ll share some of my favourite types of Apps and tips for selecting an app. Let’s get started!

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