Products and Tools

Here is a list of some of the useful products and tools I use in my day to day professional and personal life.

Salesforce

Official Salesforce Resources

  • Trailhead: Salesforce’s free online learning platform offering modules and trails to help users learn Salesforce skills at their own pace.
  • IdeaExchange: A platform where Salesforce users can submit, vote on, and discuss ideas for product improvements and new features.
  • Known Issues: Salesforce’s bug transparency site where known software defects are publicly shared along with their statuses.  

Community Resources

Test Data Generation

  • Snowfakery: A tool for generating fake data with relationships between tables (objects), useful for creating realistic test datasets – very useful for populating data for Salesforce Demo’s.
  • Apex Test Data Factory: TestDataFactory is an Apex library designed to streamline the creation of test data in Salesforce by automatically generating and inserting sObjects with all required fields and relationships populated. Developers can specify field values for both primary and related sObjects, enhancing efficiency in writing and maintaining test classes.

CI/CD/SDLC

  • Copado: A native Salesforce DevOps platform that provides continuous integration and continuous deployment (CI/CD) solutions to streamline the software development lifecycle (SDLC).
  • Gearset: A deployment and release management tool for Salesforce that simplifies CI/CD processes and enhances team collaboration.

Lead / Record Assignment

  • Ortoo: A Salesforce-native application that automates lead and case assignment, ensuring efficient distribution based on customisable rules.
  • Kubaru: A lead assignment and distribution engine for Salesforce, designed to optimise the allocation of leads and records to sales teams.

Document Generation

  • SmartCOMM: An enterprise document generation solution that integrates with Salesforce to create personalised customer communications.
  • Conga Composer: A document generation tool that allows Salesforce users to create, customise, and deliver documents like quotes, invoices, and reports.

Web Development / Technology

Web Hosting

  • Krystal: A UK-based web hosting provider offering cloud and web hosting services powered by 100% renewable energy, with a focus on fair and transparent pricing.  (Get £10 credit to use towards your first invoice, if you use my referral code: SPECIAL10)
  • Mythic Beasts: A privately owned hosting ISP known for its no-nonsense service and excellent technical support, catering to technically capable customers.