THE TOOLS YOU NEED TO SUCCEED

Welcome to the Brainiate Resources section, a curated list of the tools and websites we strongly recommend for building and optimizing your business. We have tested every recommendation on this page. Many of the resources listed here are crucial to running our business.

Before digging into the awesome resources we know and trust, an important disclosure:

Some of the links below are affiliate links, which means that if you choose to make a purchase, we will earn a commission. This commission comes at no additional cost to you. Please understand that we have experience with all of these companies, and we recommend them because they are helpful and useful, not because of the small commissions we make if you decide to buy something. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

FREE RESOURCES FOR NEWBIES

AppExchange

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AppExchange is the fast and easy way to extend Salesforce. With thousands of solutions that install in just a few clicks, there's something for every business challenge.

Brainiate Show Podcast

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Listen to the Brainiate Show podcast on your favorite device.

Trailhead

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Trailhead provides developers and administrators a guided, learning path through the key features of Salesforce, using a set of interactive, online tutorials.

Salesforce Related Blogs

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In this Feedly collection, you will get immediate access to many blogs focused on sharing best practices and new developments in the Salesforce ecosystem.

Salesforce Related Youtube Channels

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These YouTube channels include Salesforce product demonstrations, webinar recordings and more.

Salesforce Help Portal

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The Salesforce Trailblazer Community is where you can log a support ticket, explore official Salesforce help articles, documentation, and find a wealth of free resources to learn Salesforce.

OUR FAVORITE SALESFORCE APPS
(in alphabetical order)

Accounting Seed

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Run Accounting and CRM on a Single Platform
Native General Ledger, Project Accounting & Enterprise Resource Planning application. Run your whole business from Salesforce. Get rid of the pain and suffering from broken sync tools and duplicate databases. 

​Cirrus Insight

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Manage sales....without leaving your inbox.
This is my favorite way of bridging the gap between Gmail or Outlook and Salesforce. Cirrus Insight lets you see, update or create practically any Salesforce record from your inbox. In addition, Cirrus Insight gives you live notifications when someone opens or clicks on a link in your email, makes scheduling meetings a breeze and brings your Salesforce email templates precisely where you need them...in your inbox!

Conga Grid

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View and update your data on one screen with a customizable grid interface.
Grid’s powerful grid solution makes data management in Salesforce easy. Save time & increase adoption with inline edit, batch actions & mass update. Clean data will improve efficiency, pipeline management, & insight through analytics

Evernote

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Discover, share, and capture information related to every Salesforce record

• Access Critical Information: Never look unprepared again. All your organization's tribal knowledge centralized, accessible, and reportable for leads, contacts, accounts, and opportunities.
• Share Across your Organization: Connect people, teams, and content beyond what is stored in a Salesforce record. Notes are automatically synced and searchable in both Evernote and Salesforce.
• Take Great Notes: Don’t worry about how you take notes - whiteboard, notebooks, stickies, business cards, or even a napkin, Evernote stores them all and links them to any Salesforce records.

Formstack

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Native form builder & data collection for Salesforce by Formstack
Forms for Salesforce is a 100% native Salesforce form builder. Dynamically prefill forms, generate and update records, and connect to any standard or custom object without leaving your Salesforce account.

Insycle

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Spend less time on mundane data work.
Insycle gives Salesforce Administrators the ability to maintain data quality without using Excel. 

• Bulk / Mass update records
• Identify and flexibly merge duplicates
• Explore fields data and usage, how many records have empty/unique values, cleanse and retire.
• Fix missing data, drag & drop fields to see records with missing values.
• Import new records or update existing ones, using smart matching.
• Identify personal data fields to develop data inventory and field categorization in preparation for GDPR.
• Standardize fields, see values breakdown.
• Search, filter, and analyze records.
• Collaborate and share editable views with team.
• Aggregate data by any field.
• Streamline accurate data capture, Grid Edit/Inline Edit any field, including Text Areas

OwnBackup

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Powerful backup, compare, recover, and replicate for your Salesforce data
Secure your own backups of your mission critical Salesforce data, metadata, attachment and custom objects.
Restore data and metadata at any level of granularity – Record Level, Field Level, Full Org & maintain parent-child relationships.
Easily replicate dev orgs for testing, development, quality assurance, user acceptance testing, training.
Comply with enterprise security requirements, including GDPR, and keep your data encryption keys safe with Advanced Key Management.

RingLead

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Immediately discover duplicate Salesforce Leads, Contact, and Accounts.
DISCOVER DUPLICATE LEADS, CONTACTS, AND ACCOUNTS
Identify duplicate Leads, Contacts, and Accounts using key fields: First Name, Last Name, Email, Company, and Phone. Accounts can be matched with as little as Account Name and Email.
MATCH LEADS TO CONTACTS
Find duplicates by matching First Name, Last Name, Email, Company, and Phone.
MATCH LEADS TO ACCOUNTS
Find duplicates by matching Company, Account Name, and Phone.

Talkdesk

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The Contact Center for Innovative Enterprises
Talkdesk Enterprise Cloud Contact Center empowers companies to make customer experience a competitive advantage. With enterprise class performance and consumer-like ease of use, 1,400+ companies rely on Talkdesk to power their customer interactions.

• Omnichannel: Deliver personalized service via the channel most convenient for your customers. Access advanced voice capabilities directly in Salesforce and integrate with Salesforce Omni-Channel to better manage work items across multiple channels.
• Reporting: Use real-time reporting and 25+ prebuilt historical reports to perform detailed analysis on team performance. Correlate your Talkdesk data with Salesforce data to measure the true impact of your contact center.
• Automations: Dramatically increase agent efficiency by creating custom Talkdesk workflows to initiate Salesforce events throughout the customer service process. Automations can take care of call logging, case creation and more.