Setupkids will endorse both free and paid tools in our recipes. We will always try to suggest a free alternative, but we recognize that no charge does not always mean no overall cost.
For example, there are solutions that will only partially automate a particular process but possibly add new manual processes to the overall workload, many times manual work costs surpass what a paid tool will cost you. Our goal here is to offer solutions to add overall value.
Here is the list of tools we officially support with links and price rating.
$ Free for Non-Profits
$ Manageable annual fee for NPOs (possibly only admin needs to pay)
$$ Monthly fee for NPOs limited users (doubtful every user will need a license)
$$$ Project sized pricing with long-term costs (this may end up costing more than Salesforce, per month, per user, data-based pricing etc…)
User Interface
- Salesforce.org Non-Profit Success Pack (NPSP) Version 3
$ - Google For Business – Google apps for business, Docs/Drive/Sheets/Slides/Gmail/Calendar etc
$ - Action Hub Mass Edit + Mass Update + Mass Delete – Allows customization of list-view actions
$ - Salesforce For Outlook – Windows plug-in to allow users to access Salesforce from Outlook
$ - Salesforce1 – Mobile access to Salesforce
$ - SuperClone – Allows users to use a custom clone button to replicate records or sets of records safely
$ - Conga Composer – Allows complex document creation from Salesforce data $$
- Communities – Allows external users to interact with your Salesforce instance $$$
- SurveyGizmo – Integrated survey tool with extensive survey functionality $$
- FormAssembly – Integrated survey tool with extended Salesforce connectivity $
Back End Operations
- DLRS Declarative Lookup Roll-up Summary (sometimes pronounced Delores) – Allows complex data rollups outside of what NPSP or Salesforce can do out of box. Writes Apex calculation routines for you.
$ - Roll-Up Helper – Paid alternative to DLRS (includes individual support) $
- Lookup Helper – Similar apex wizard as above but used to relate objects to one another when field values align automatically. $
Admin Tools
- Apex Dataloader – Windows/Mac software that allows you to insert/update/upsert/delete/extract data to/from Salesforce
$ - Field Trip – Quick field level data analysis
$ - EasyDescribe – Quick metadata lookup
$ - DemandTools – Windows desktop tool that connects to Salesforce and allows you to:
$- Find and merge duplicates for any object
- Find records in Salesforce based on a flat file (excel,csv,access etc)
- Mass change data based on conditions
- Import data based on a set template
- Download data
- View and change data with an Excel-like interface
- Auto-schedule any of the above
- Parentfixer – Fixes bug in Salesforce that allows account hierarchy to be corrupted on merge, apologies for the bad pun on the site
$ - Microsoft Access – MS Office SQL database application – Useful for safely analyzing and transforming data outside of Salesforce $
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