Salesforce is the planet’s #1 CRM and it provides the richest source of customer data. Using Salesforce for your business processes has several advantages including the ability to provide customers with individualized experiences at scale and the power to digitize and automate a range of tedious manual tasks. While integrating your workflows with Salesforce might seem a no-brainer, it is not without its challenges. One major obstacle is that implementing custom solutions with Salesforce often requires extra development and advanced technical skills. If you have the resources to invest in Salesforce development, then great!
But if you can’t spare the effort, expense, and time, then what are your options? We suggest starting on the Salesforce AppExchange where there are thousands of officially recognized third-party apps for Salesforce. Many of these Salesforce apps provide low-code or no-code solutions for integrating your systems with Salesforce more easily while using less time and money.
In this article, we take you through the top 5 types of No-Code Salesforce apps for your business namely for forms, eSignatures, document generation, chatbots, and Experience Cloud. Keep reading for more details!
Best Salesforce Applications
It’s safe to say that the AppExchange for Salesforce has something for just about everyone. This online Salesforce marketplace is the best place to find officially recognized partners of the #1 CRM. All products are designed to enhance and extend the out-of-the-box functionalities of Salesforce. From our perspective, choosing an app with no-code functionalities makes all the difference when it comes to ease of use. Here’s a quick breakdown of the top types of apps on the AppExchange.
1. Form Apps
Form Apps for Salesforce empower your organization to collect data from customers, leads, and prospects via forms embedded on your website or sent using a platform of your choice. The great perk of a Salesforce integrated form is that the data that is submitted can be used to automatically create leads and cases in Salesforce. This can help you streamline sales, convert leads faster, and also better manages support cases. Salesforce’s native form capabilities are not particularly flexible or robust, which has opened up a gap in the market for Salesforce forms apps such as Formstack, 123FormBuilder, Titan, and Jotform. Not all of these form apps are created equal and when choosing the right solution, we recommend ensuring that it is 100 percent codeless (even for custom use cases) and that it can work with any object in Salesforce, as well as with flexible data structures.
Dynamic Forms is a feature that has taken the Salesforce industry by storm, ever since it was released a couple of years ago. Dynamic Forms enable more efficient data entry by only displaying information relevant to individual users. The right forms app should provide you with the capabilities of Dynamic Forms for Salesforce but with more perks. For example, Dynamic Forms in Salesforce still don’t provide full customization capabilities and not all objects are supported. Be sure to choose a tool on the AppExchange that bypasses the limitations of Salesforce’s native features.
2.eSignature Apps
Salesforce electronic signatures give your organization the ability to sign, track, and close your biggest deals safely and securely in Salesforce. Salesforce does not have any native signing capabilities of its own. Some of the most well-known eSignature apps for Salesforce include Conga Sign, Adobe, DocuSign, and Titan Sign. When choosing the right electronic signature tool for Salesforce look out for a solution that requires no code, and try to stay clear of low-code products, which often require development for custom use cases down the line. It is also advantageous to choose an app that enables you to work with a dynamic number of signers. You want to be able to seamlessly identify signers, work with digital signatures if you need to, stay 21 CFR Part 11 compliant, as well as track everything simply and easily in Salesforce.
Finally, try to choose a solution that gives you the flexibility to work with any document format or template using dynamic Salesforce data, otherwise, you might end up feeling frustrated and limited when deploying your eSignatures.
3. Document Generation Apps
Document generation in Salesforce refers to the ability to dynamically and automatically generate documents based on information from your Salesforce CRM. This results in razor-sharp data, less human error, and major time saved. Salesforce does not specialize in document generation (though it does have decent, native document management options) and the major players in the field are Titan Docs, S-Docs, and perhaps Nintex. When shopping around for the right tool on the AppExchange, we would of course look for a no-code solution and one that enables you to automate the entire document generation process, from pre-filling docs to generating them as part of custom workflows.
You also want to be able to generate large amounts of documents in bulk and collaborate on docs in real-time based on Salesforce data. As mentioned when discussing signing solutions, you must check that your document generation tool can cater to any format such as PDF, DOCX, CSV, HTML, and much more. The powers to merge different docs and integrate seamlessly with your signing solution are also major perks.
4. Chatbot Apps
A Salesforce chatbot app can help your company provide superior support and assistance to customers using the power of Salesforce. Salesforce has its chatbots and there are also a range of tools on the AppExchange that provide great chatbot solutions. Ultimately, you want a no-code tool that can help you build chatbots quickly and easily to be able to intelligently answer your customers’ questions, set up appointments, converse with leads on your websites, and provide comprehensive support for a multilingual audience. We recommend looking for a chatbot solution that integrates seamlessly with your other Salesforce products and can pull and push Salesforce in real time for instant support and responsiveness.
5. Experience Cloud Apps
Salesforce Experience Cloud gives your organization the power to create beautiful portals and websites fully integrated with the data-driven energy of the world’s leading CRM. Experience Cloud websites can help you create vibrant communities, knowledge bases, easy self-service options for employees and customers, as well as integrations with eCommerce. Unfortunately,
Salesforce Experience Cloud usually requires coding and development to fully customize portals and web apps to suit your use case. This is why there are many no-code and low-code apps on the AppExchange to meet market needs including Skuid, Sitecore, and Titan Web. When choosing the right no-code alternative to Salesforce Experience Cloud, look out for a solution that can both pull data from Salesforce as well as push it back in real-time. Hardly any tools on the market have this ability and it’s a real game-changer. You also want a solution robust and flexible enough to cater to any industry use case without needing to use custom development or slowing down time to market.
Final Thoughts on Salesforce Add-Ons
We hope you enjoyed this article and learned more about Salesforce no-code applications. If you are looking for a single platform that can achieve all of the above business processes in a fraction of the time and at half the cost, why not try Titan for Salesforce?