{"id":19607,"date":"2025-04-07T06:00:07","date_gmt":"2025-04-07T06:00:07","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=19607"},"modified":"2026-04-17T06:49:51","modified_gmt":"2026-04-17T06:49:51","slug":"salesforce-plugins","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/salesforce-plugins\/","title":{"rendered":"12 Best salesforce plugins for businesses [2026]"},"content":{"rendered":"\n<p class=\"wm_1mmkchgt8m\">The Salesforce platform is powerful, but it can\u2019t do everything out of the box. To address this, it created the AppExchange, a marketplace with plugins that improve and expand its features. These <a href=\"https:\/\/www.walkme.com\/glossary\/digital-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">digital tools<\/a> make your Salesforce system more useful, efficient, and adaptable.<\/p>\n\n\n\n<p class=\"wm_zrjxy27v9h\">Whether you are new to Salesforce or looking to improve your existing <a href=\"https:\/\/www.walkme.com\/glossary\/tech-stack\/\" target=\"_blank\" rel=\"noreferrer noopener\">tech stack<\/a>, plugins help customize and scale your system. With so many options, choosing the best one for your <a href=\"https:\/\/www.walkme.com\/glossary\/business-transformation\/\" target=\"_blank\" rel=\"noreferrer noopener\">business transformation<\/a> can be tough. We\u2019ve created a list of 15 useful Salesforce plugins to save time and boost revenue, plus tips to help you pick the right ones.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" height=\"977\" width=\"1024\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/gemini-watermark-removed-32-compressed-scaled.jpg?w=640\" alt=\"12 Best salesforce plugins for businesses [2026]\" class=\"wp-image-22045\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/gemini-watermark-removed-32-compressed-scaled.jpg 1905w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/gemini-watermark-removed-32-compressed-scaled.jpg?resize=300,286 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/gemini-watermark-removed-32-compressed-scaled.jpg?resize=1024,977 1024w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/gemini-watermark-removed-32-compressed-scaled.jpg?resize=1536,1466 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading wm_ld1dlo8uhu\" data-sectionitemid=\"7ddce4ec\">1. Revenue Grid<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>AI-driven sales insights<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_djcu88kw5p\"><a href=\"https:\/\/revenuegrid.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Revenue Grid<\/a> connects Salesforce with Outlook and Gmail to sync emails, calendars, and sales data. It captures leads, activities, and customer interactions, keeping Salesforce data accurate. Users can access and update Salesforce data from their inbox, follow guided sales sequences, and track deal relationships.&nbsp;<\/p>\n\n\n\n<p class=\"wm_z9cjc1eetq\">Real-time alerts help teams manage deals, while reports and forecasts provide pipeline insights. Businesses can customize the integration, deploy it in a private cloud, and ensure compliance with data privacy laws. Overall, Revenue Grid enhances <a href=\"https:\/\/www.walkme.com\/glossary\/sales-enablement\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales enablement<\/a> with strong security, operational efficiency, and flexible deployment options.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_igtjrxoxer\" data-sectionitemid=\"d1fe8f34\">2. Apex Debugger<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Salesforce development<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_sinkpv32jn\">The <a href=\"https:\/\/marketplace.visualstudio.com\/items?itemName=salesforce.salesforcedx-vscode-apex-debugger\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Apex Debugger<\/a>, including the Apex Replay Debugger, helps developers find and fix issues in Apex code. As part of the Salesforce Extension Pack for Visual Studio Code (VS Code), it provides two plugin tools to set breakpoints and inspect variables.&nbsp;<\/p>\n\n\n\n<p class=\"wm_uj923dtxcs\">First, the Interactive Debugger allows real-time code execution and variable inspection. Next, the Replay Debugger lets developers review past transactions to understand execution flow. Debug logs track Apex code execution and help identify problems. Debugging improves code quality and ensures Salesforce applications work correctly. In addition, it helps developers create reliable solutions for their business needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_k4ydlpjyy9\" data-sectionitemid=\"bbf484ab\">3. Highspot<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Knowledge management for sales teams<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_omedhxwqrl\"><a href=\"https:\/\/www.highspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Highspot<\/a> allows sales teams to perform better by providing the right tools and resources. Through Salesforce, teams can access content, training, and sales plays directly. Sales reps work more efficiently with quick access to useful materials.&nbsp;<\/p>\n\n\n\n<p class=\"wm_zivsgflyck\">Additionally, Highspot prepares teams with the knowledge they need for sales interactions and helps with <a href=\"https:\/\/www.walkme.com\/glossary\/customer-engagement\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer engagement<\/a>. It also supports content management, sales guidance, and training for new and experienced reps. Managers can coach teams and track performance through AI to analyze sales data and improve strategies.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_xy5kgpwghz\" data-sectionitemid=\"1b6e1418\">4. Amazon Q Business<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Streamline tasks<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_qixxu7qbt8\"><a href=\"https:\/\/www.googleadservices.com\/pagead\/aclk?sa=L&amp;ai=DChcSEwjmtdqK0ISMAxVhiVAGHaytJ90YABAAGgJkZw&amp;co=1&amp;ase=2&amp;gclid=Cj0KCQjw4cS-BhDGARIsABg4_J3hbAL4oeaamC-QFHEO-tLp9_zZQ39UK3vE--GbmDQswdKeH5f_vwgaAq-PEALw_wcB&amp;ohost=www.google.com&amp;cid=CAESVeD2qvs6q8nkpFWGVZlI-eKH5YHf_RIN-sGaerUn6EcjBsidRgt36CP5ylBuxL6s5kdBiUuXjBWw9W_DzKl1FYCcwcvF9REWiJ4g56VPJKRPCeldrfI&amp;sig=AOD64_0knhWVZXYOOPiEaMbxJmiruLT8jQ&amp;q&amp;nis=4&amp;adurl&amp;ved=2ahUKEwj4gNaK0ISMAxUrWkEAHcw8LX8Q0Qx6BAgREAE\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Amazon Q Business<\/a> uses generative AI to understand questions, provide answers, and create content based on available data. The Salesforce Online Connector links Amazon Q Business to Salesforce, allowing users to access AI-driven insights within the CRM.&nbsp;<\/p>\n\n\n\n<p class=\"wm_qq9cdslvkr\">Users can ask questions about Salesforce data, summarize large datasets, and generate reports or presentations. Amazon Q Business also enables users to create or update Salesforce records. Automating tasks and simplifying data access helps teams make better decisions, and stay engaged.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_tdeybea8eq\" data-sectionitemid=\"52cae786\">5. Groove HQ<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose:<\/strong> Workflow automation for sales teams<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_jvdxkfncmf\"><a href=\"https:\/\/www.groovehq.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Groove HQ<\/a> helps sales teams manage interactions and automate sales tasks. It connects with Salesforce, allowing users to track sales activities and manage workflows within the CRM. As a result, Groove syncs emails, calendar events, and activities with Salesforce in real time.&nbsp;<\/p>\n\n\n\n<p class=\"wm_3irbxypefe\">Employees can create multi-channel sales campaigns and automatically log emails, calendar events, and calls. The \u2018Omnibar\u2019 gives quick access to sales tools inside the inbox. Groove also helps sellers manage relationships both remotely and in person.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_9zvfmgu0mr\" data-sectionitemid=\"b711f88d\">6. Scratchpad<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Note-taking and sales organization&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_3wcqhel07r\"><a href=\"https:\/\/www.scratchpad.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Scratchpad<\/a> is a Salesforce plugin that helps sales teams work more efficiently. It enhances Salesforce\u2019s features, making it easier to manage workflows and interact with the <a href=\"https:\/\/www.walkme.com\/glossary\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>. Sales teams can manage deals, update opportunities, and access key data through a simple interface.&nbsp;<\/p>\n\n\n\n<p class=\"wm_3wwxl0qxak\">For instance, Scratchpad lets sales reps record notes and collaborate, with everything syncing to Salesforce. In addition, it helps users track tasks, log calls, and update Salesforce without leaving the app. Teams can create custom views and integrate calendars with Salesforce. Lastly, it uses AI to coach reps and improve deal management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_eivaud4rl2\" data-sectionitemid=\"03ed52d0\">7. Salesforce CPQ Electronic Signature Plugin<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: e-signature automation<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wm_pvxlmivlky\">The <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N3A00000FHCJHUA5\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce Electronic Signature Plugin <\/a>allows users to sign documents electronically within Salesforce. Users can send documents for signing, track their status, and store signed agreements directly in the platform. The plugin speeds up the signing process, saving time and reducing costs by eliminating the need for printing, scanning, and mailing.&nbsp;<\/p>\n\n\n\n<p class=\"wm_kr5jlnn9zq\">In addition, it ensures compliance with industry standards like ISO 27001, HIPAA, and GDPR while providing a secure, traceable record. Users can create and send documents using Salesforce data and track document status in real time.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_wijflwjnil\" data-sectionitemid=\"6302fbb6\">8. Cloudingo<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Data management and deduplication<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_jmcytb2hmk\"><a href=\"https:\/\/cloudingo.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Cloudingo<\/a> helps improve data quality and consistency in Salesforce by removing duplicates and fixing inaccuracies. It identifies and merges duplicate records to keep Salesforce clean. Cloudingo also supports importing and updating data while preventing duplicates. Users can set custom filters to find and merge duplicates or update records.&nbsp;<\/p>\n\n\n\n<p class=\"wm_ngl6xqnbcm\">Even more, it merges records in real-time as users update data. It\u2019s important to mention that Cloudingo offers both manual and automated merging options. In addition, it also validates data like addresses for accuracy. By ensuring clean data, Cloudingo improves sales, marketing, and ROI while saving time and resources.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_wpn44n43cj\" data-sectionitemid=\"9096beae\">9. Chili Piper<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Meeting scheduling automation<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_araj0mylje\"><a href=\"https:\/\/www.chilipiper.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Chili Piper<\/a> streamlines lead management and meeting scheduling. More importantly, it syncs event details booked with your CRM and routes leads to the right rep based on Salesforce data, turning more leads into meetings. It also enables smooth handoffs of meetings between teams and updates Salesforce data in real time.<\/p>\n\n\n\n<p class=\"wm_mynoyrg5zl\">Additionally, Chili Piper creates and updates leads, contacts, and events in Salesforce to ensure everything stays current. This way, the plugin increases productivity, ensures accurate data, and helps close more deals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_zx1ri8oeo5\" data-sectionitemid=\"31cab1f7\">10. LeanData<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose: <\/strong>Intelligent lead routing<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_qjp60smza1\"><a href=\"https:\/\/www.leandata.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">LeanData<\/a> helps businesses automate and improve their go-to-market (GTM) processes by matching leads with the right accounts and routing them to the appropriate sales reps. Users can build and manage routing flows using a drag-and-drop interface, without needing coding or IT support.&nbsp;<\/p>\n\n\n\n<p class=\"wm_n2kapl6beo\">Furthermore, LeanData improves data accuracy by merging duplicates and enriching records across Salesforce. The platform tracks engagement metrics and enforces service level agreements (SLAs). It can also provide reports and dashboards to monitor routing performance and SLA compliance.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_pfkvbbb1td\" data-sectionitemid=\"a2695ad5\">11. Ebsta<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose:<\/strong> LinkedIn and email integration<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_umuunzmoiv\"><a href=\"https:\/\/www.ebsta.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Ebsta<\/a> works with Salesforce to capture data from emails, LinkedIn, and other interactions, giving you a complete view of customer relationships. Key features include sales forecasting, which improves forecast accuracy at the deal level. It also contains a section on deal insights, highlighting key changes, trends, and deals at risk.&nbsp;<\/p>\n\n\n\n<p class=\"wm_rs1fv8m3ty\">Moreover, it helps analyze pipeline performance by rep, region, and forecast category. Ebsta also provides relationship scoring to assess customer strength. In sum, these features help you close deals faster, make better forecasts, and build stronger relationships.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_tdywyfjoqi\" data-sectionitemid=\"74985c83\">12. Conga Composer<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purpose:<\/strong> Document generation&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wm_u45koiegrw\"><a href=\"https:\/\/conga.com\/products\/conga-composer\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Conga Composer<\/a> assists Salesforce users in creating documents like Word, PowerPoint, PDF, Excel, and HTML emails using data from Salesforce. The plugin uses personalized templates that pull data from standard and custom Salesforce objects. Users can customize templates and documents to match their brand and needs.&nbsp;<\/p>\n\n\n\n<p class=\"wm_kp1lxcqcxa\">In addition, Conga Composer speeds up document creation with just one click, saving time. Users can also send documents via email, Salesforce, or other channels. It\u2019s also important to note that it can handle more documents as your business expands.<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_weyglvh80b\" data-sectionitemid=\"7753411b\">How can you choose the right Salesforce plugins for your organization?<\/h2>\n\n\n\n<p class=\"wm_rtxtahrpge\">To choose the right Salesforce plugin for your business, first define your needs. Identify the challenges or processes you want to automate or improve. Next, explore the Salesforce AppExchange and filter options based on industry, price, and ratings.&nbsp;<\/p>\n\n\n\n<p class=\"wm_krk6txtm52\">Test functionality using free trials or demos and get feedback from key stakeholders. Involve these stakeholders early in the process so they feel like they are part of this technology choice.&nbsp; Ensure the plugin integrates smoothly with your Salesforce setup and existing tech infrastructure.&nbsp;<\/p>\n\n\n\n<p class=\"wm_eljxnbe6we\">Read user reviews to understand the plugin\u2019s strengths and weaknesses. Finally, assess your budget to ensure the plugin fits your financial plan and provides a good return on investment (ROI).<\/p>\n\n\n\n<h2 class=\"wp-block-heading wm_dbjd8wsk4o\" data-sectionitemid=\"36872395\">Improve digital workflows and customer experience with the right Salesforce plugin&nbsp;<\/h2>\n\n\n\n<p class=\"wm_ziiulrhlso\">Salesforce plugins improve efficiency and <a href=\"https:\/\/www.walkme.com\/glossary\/customer-care\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer care<\/a>, and boost sales. They automate workflows and simplify tasks, making your business more scalable. But, while these plugins provide support, they don\u2019t replace strong sales and customer service practices.<\/p>\n\n\n\n<p class=\"wm_ns9qxfvhlb\">Before choosing plugins, ensure your initial Salesforce setup works well for your team and users. Use the initial infrastructure to determine if and when you need to revise practices continually. If your employees have already adopted Salesforce as part of their daily routine, they will be more open to further improvements.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" height=\"530\" width=\"1024\" loading=\"lazy\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce-1_267ef849.jpg?w=1024&#038;h=530&#038;crop=1\" alt=\"What are plugins in Salesforce?\" class=\"wp-image-19609\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce-1_267ef849.jpg 1200w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce-1_267ef849.jpg?resize=300,155 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/How-to-track-tasks-in-Salesforce-1_267ef849.jpg?resize=1024,530 1024w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wm_fpp4ovggbr\">&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"The Salesforce platform is powerful, but it can\u2019t do everything out of the box. To address this, it created the<span class=\"moretag\">&#8230;<\/span>","protected":false},"author":246,"featured_media":19610,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"mobile_image_id":0,"tablet_image_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9944],"tags":[],"class_list":["post-19607","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales"],"acf":{"__coauthors":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top 12 Salesforce Plugins for Businesses [2026]<\/title>\n<meta name=\"description\" content=\"Learn what Salesforce plugins are, browse our top 12 picks, and see how they can transform your business operations. Explore our guide today!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.walkme.com\/blog\/salesforce-plugins\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top 12 Salesforce Plugins for Businesses [2026]\" \/>\n<meta property=\"og:description\" content=\"Learn what Salesforce plugins are, browse our top 12 picks, and see how they can transform your business operations. 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