Synebo's Salesforce Products: A Look at Our Key Solutions

As a Salesforce ISV Partner, Synebo brings extensive expertise in various Salesforce solutions, including app development and publishing on AppExchange.?

In this issue, we showcase all our Salesforce products that optimize usage, including solutions for secure logins, permission management, and AI-driven queries. Some have been trusted by users for over 5 years, while others are newly introduced, all addressing key pain points in Salesforce.

This information will help you select free solutions that address specific business challenges.

Salesforce Logins Chrome Extension

Our product showcase begins with secure Salesforce Logins, the most popular solution among our users.

Salesforce Logins is a Chrome extension designed to help Salesforce users securely manage their login credentials. It stores all login information in one place, making it easy to access and preventing potential data leaks.

Features:

• Data Protection: Prevents data leaks by keeping login information protected.
• Time-Saving: Saves time and boosts productivity with one-click access to login details.
• Simple Setup: Easy setup by adding the extension from the Chrome Web Store.

Use case. A Salesforce consultant manages multiple client accounts, each with unique credentials. Instead of juggling spreadsheets or relying on memory, they use the Salesforce Logins Chrome Extension to access necessary credentials, boosting overall productivity.

The Synebo technical team continually works to improve the product based on user feedback. Recently, we’ve enhanced the following aspects:

• Omnibox Support: Direct login to Salesforce from Chrome’s address bar.?
• UI/UX Improvements: Updated design with improved drag-and-drop and keyboard navigation.
• Customizable Tabs: Personalized tab icons and titles for increased productivity.

Download Salesforce Logins here and simplify your login management.

Lightning Universal Lookup Component (LULC)

The Lightning Universal Lookup Component (LULC) is a time-saving solution that simplifies adding lookup fields to custom and standard Salesforce objects. Built with the Lightning Design System, it ensures a seamless and consistent user experience while maintaining the flexibility and functionality Salesforce users expect.

Features:

• Effortless Customization: Easily tailored to fit specific business needs.
• Seamless Integration: Functions and appears like a standard Lightning Lookup field.
• Versatile Usage: Compatible with both custom and standard Salesforce objects.
• Mobile-Friendly: Fully supported on Salesforce1 for on-the-go access.

Use case. Sales teams using custom Salesforce apps can save time using the Lightning Universal Lookup Component to implement and customize lookup fields quickly. This eliminates manual development and reduces configuration time, allowing the team to focus on closing deals.

How to get started? Download the Lightning Universal Lookup Component (LULC) from AppExchange and save valuable time.

Synebo Advanced Product Selector

Synebo Advanced Product Selector is a free tool that simplifies associating products with opportunities, improving the efficiency and usability of sales workflows.

Features:

• Apply Filters: Use tailored filters like Price and Product Field Filters, with "AND" and "OR" operators, for precise product searches.
• Add Products: Manage large datasets with support for up to 10,000 Price Book entries and easily sort or search products by Name or Code.
• Edit Products: Modify key fields like Quantity, Sales Price, Date, and Description, with validation for accurate Quantity and Sales Price entries.

In the August edition of Salesforce Spotlight, we discussed the challenges sales teams encounter when managing product catalogs. Learn how Synebo's Advanced Product Selector can simplify product filtering for product-based companies using Salesforce here.

Synebo Passwordless Authentication Forms for Experience Cloud

Synebo Passwordless Authentication Forms is designed to streamline and secure the login and signup process for Experience Cloud users. This easy-to-install solution eliminates the need for passwords, providing a seamless user experience while ensuring high levels of security.

Features:

• Passwordless Login: Eliminate the hassle of remembering passwords with secure, passwordless login for community portal users.
• Effortless Sign-up: Enable new users to join your community without creating passwords, streamlining onboarding.
• Customizable Form Styles: Personalize form pages with your logo, brand colors, and background to create visually cohesive portals that reflect your company’s identity.

Download the Synebo Passwordless Authentication from AppExchange.

Rich Text Editor by Synebo

The Rich Text Editor is a free Lightning Web Component that enhances your Salesforce Flow interface. Designed for admins, this tool simplifies text customization within Flows, making them more user-friendly and visually engaging. Installing it from AppExchange provides a classic, Trumbowyg-based editor that transforms how text is managed and presented.

Features:

• Format text with bold, italics, or strike-through.
• Create structured lists using bullet points or numbers.
• Adjust text layout by indenting paragraphs and aligning text.
• Add interactive elements like hyperlinks and images.
• Easily remove formatting for a clean slate.

Use case. A company uses Salesforce Flows to streamline HR self-service tasks like leave requests and benefits enrollment. With the Rich Text Editor, admins can enhance the user experience by adding formatted instructions with images, making the interface clearer and more engaging. Get the Rich Text Editor on? AppExchange and enhance your Salesforce flows.

Permission Set Manager

Permission Set Manager is a tool that automates permission set assignments across your Salesforce org. It simplifies tasks with advanced filtering and automation, ensuring efficient and error-free user access management.

Features:

• Assign permission sets to multiple users using custom filters.
• Bulk assign permission sets based on profiles, groups, or queues.
• Automate permission set assignments for new users in predefined profiles, groups, or queues.
• Copy profiles to permission sets, duplicate existing ones, or easily create new ones.
• Centralized and comprehensive management for all your permission set needs.

For example, a Salesforce admin can use Synebo’s Permission Set Management Tool to automate the assignment of permission sets based on user roles or profiles. This ensures new team members across departments access necessary Salesforce tools immediately, streamlining onboarding and reducing manual administrative tasks.

Get access to the tool on AppExcnhage.

Now, let's look at some of our products that, while not listed on AppExchange, are equally valuable and available for download directly from our website.

Query AI

Query AI is an AI-powered tool that allows quick and secure access to critical Salesforce org data, transforming how your organization handles data analytics. Powered by OpenAI, it streamlines the process and enhances your data-driven decision-making.

Key Features:

• Natural Language Queries: Simply enter your request in plain language, and Query AI generates and runs the SOQL query.
• Instant Data Access: View your data in a clear, table-format output without building complex reports.
• SOQL Flexibility: Advanced users can write or modify SOQL queries directly for customized data retrieval.
• Enhanced Analysis: Easily access and analyze data for informed decision-making.
• Efficiency Boost: Save time by streamlining data retrieval, allowing teams to focus on strategic tasks.

Download our product here with a full guide on how to use it.

Colligo

Colligo enables seamless integration between Salesforce and Azure Boards, allowing users to manage Azure work items directly within their Salesforce org.

Key Features:

• Azure Board Management: View and manage your Azure boards inside Salesforce, streamlining your workflow across platforms.
• Comprehensive Workload Overview: Get a full overview of tasks and progress without switching between systems.
• Time and Productivity Gains: Save time by consolidating your work management within Salesforce, reducing context-switching, and boosting efficiency.

Without Colligo, syncing data between the two platforms is time-consuming and error-prone. The product helps Salesforce admins, project managers, and development teams stay aligned and accelerate issue resolution.

Bottom Line

We hope this issue has provided a clearer overview of Synebo’s free solutions and how they can simplify your Salesforce usage. We believe you'll find the right tools to support your team's needs.