Life savers – very handy apps on AppExchange

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Here are some of my favorite apps on AppExchange. They are all powerful tools and most of them are free!

Draggin Role
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016a6rEAA

Manage your role hierarchy with ease! Now you can drag and drop your way through any hierarchy modifications. Draggin’ Role is a free application that allows you to view and manipulate users AND roles from a single Custom Tab.

The Permissioner
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000008XYMlEAO

The Permissioner dramatically reduces the time involved with assigning and revoking permission sets assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.

Steam Role
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016a75EAA

Slash administration times and have fun doing it! Drag and drop management of Roles, Territories, Users, Public Groups, Queues, and Record Ownership all from a powerful, Flash-based console. A ‘must have’ for any System or Delegated Administrator.

DemandTools
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bXjEAI

DemandTools is an enterprise capable suite of data quality modules to control, standardize, verify, deduplicate, import & generally manipulate Salesforce and/or Force.com data. More than just duplicates removal, DemandTools is administrator productivity.

Field Trip
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4

Ever wish you could run reports on the fields you have in salesforce? Take a Field Trip! This utility lets you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated.

Salesforce CRM Dashboards
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004g316EAA

Your one stop shop for GREAT example dashboards. Includes dashboards for Executives, Reps, Sales, Support and more. Checkout the documentation for details.

DupeCatcher, Real Time Deduplication
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO

DupeCatcher enables Salesforce users to identify, block and dedupe leads, accounts, and contacts in real-time at the point-of-entry. Retain full control of the identification and merging process, eliminating any fear of loss while cleansing data.

Conga Composer
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016b7FEAQ

Easily create and deliver customized documents, presentations and reports using Word, PowerPoint, Excel, HTML email and PDF forms from standard & custom objects. Generate quotes, proposals, account plans, invoices, contracts, letters & more

Group Master
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003Jj1aEAC

The ultimate Group management tool for any Chatter admin!

Inline Account Hierarchy
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ

The Inline Account Hierarchy package contains a custom Visualforce component that displays the Account hierarchy as a collapsible tree. The component my be included directly into you own Visualforce pages or added to the standard account detail page.

Graphics Pack
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004cfIcEAI

‘Graphics Pack’ contains hundreds of images / icons that can be used in salesforce applications for tabs, image formulas, and Visualforce pages

Rollup Helper
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI

Rollup Helper aggregates any Salesforce data in minutes. No coding required. Save time & money & unlock your data! Supports SUM, MAX/MIN, Formula-based Count, and Text Rollups. Rollup information using lookup relationships and through hierarchies.

Hope this helps.

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Display Standard Mini Page Layout in Visualforce

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Did you ever run into a situation, when you were asked to display a standard mini page layout in Visualforce, on hover of a link?

Assuming that you haven’t faced the situation, and are not sure how to go about it? Am writing this blog post, to let you know, following options available, to meet the requirement.

  1. Search and download a relevant javascript from internet, and use it in your VF page.
  2. Write your own html/javascript.
  3. Don’t reinvent the wheel. Instead, use salesforce’s standard mini page layout display mechanism.

Per my experience, options 1 & 2 are very time consuming and may not guarantee native look and feel.

However, option 3 is my favorite, as it saves lot of time and effort and is very much native. You just don’t need to write any complicated javascript/html. Instead, you will call some of the salesforce’s javascript functions. Now, that’s smart thinking.

Standard Mini Page Layout in Visualforce

Here is the Visuaforce markup, enjoy!!

<apex:page standardController="Account" recordSetVar="accounts">
<apex:pageBlock >
<apex:pageBlockTable value="{!accounts}" var="acc">
<apex:column headerValue="{!$ObjectType.Account.Fields.Name.Label}">
<a href="/{!acc.id}"
id="lookup{!acc.id}opp4"
onblur="LookupHoverDetail.getHover('lookup{!acc.id}opp4').hide();"
onfocus="LookupHoverDetail.getHover('lookup{!acc.id}opp4', '/{!acc.id}/m?retURL=/{!acc.id}&isAjaxRequest=1').show();"
onmouseout="LookupHoverDetail.getHover('lookup{!acc.id}opp4').hide();"
onmouseover="LookupHoverDetail.getHover('lookup{!acc.id}opp4', '/{!acc.id}/m?retURL=/{!acc.id}&isAjaxRequest=1').show();">
{!acc.Name}
</a>
</apex:column>
<apex:column headerValue="{!$ObjectType.Account.Fields.Type.Label}" value="{!acc.Type}" />
</apex:pageBlockTable>
</apex:pageBlock>
</apex:page>

I tried to keep it simple. However, you can create a re-usable custom component for this and use it where ever you need it.

Hope that’s helpful