#Appexchage Apps25 discutindo

We currently use a DocuSign button on the Salesforce Contact record to manually send DocuSign envelopes, and that process works correctly.

We are now automating this workflow so Salesforce will:

• Automatically create a DocuSign envelope using a DocuSign Template
• Generate and store the recipient signing URL on the Contact record
• Sync that URL to Account Engagement (Pardot)
• Use the signing link inside Account Engagement emails
•   However, we are unable to generate the signing URL programmatically, and we need assistance identifying the correct configuration or method to create the Recipient View (signing link) via Salesforce automation.

My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.  

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?  

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers? 

Thanks for your input! 

Hi Trailblazers! 👋    I'm looking for recommendations on a native Salesforce solution (AppExchange app or LWC component) to replace a custom-built external scheduling tool we currently use for field service case dispatch.    🔍 WHAT WE NEED    A visual scheduling board for Case management with the following capabilities:    • Left panel (unassigned queue): displays all open Cases pending assignment from a specific queue  • Resource columns: one column per field engineer, showing their assigned cases for the selected period  • Time axis: day/week selector to plan interventions by date  • Drag & drop: move a Case card from the unassigned queue to a technician column — automatically updating the Case Owner and Intervention Date in Salesforce  • Card display fields: Case Number, Account Name, City, Postal Code, Product Name, Serial Number, Request Intervention Date, Description, Visit Reason, Asset Name  • Filters: by region, country, or other Case fields  • Multi-user: multiple dispatchers working simultaneously in real time    ⚠️ CONSTRAINTS    ✅ Must be 100% native Salesforce (AppExchange app or LWC)  ✅ No external hosting or browser plugins  ❌ No Salesforce Field Service (FSL) — we don't have those licenses  ❌ No external apps outside Salesforce    💡 WHAT WE'VE ALREADY EVALUATED    • Salesforce native Kanban View → doesn't support grouping by date field or unassigned queue  • Flexi Kanban → good for Kanban boards but not a true scheduler with resource columns  • 24Planning → looks very promising (UNPLANNED panel + resource view + drag & drop) but couldn't install on Full Copy sandbox — requesting a demo    🙋 LOOKING FOR    Has anyone implemented something similar for field service dispatch WITHOUT FSL? Any AppExchange apps, LWC components, or creative configurations you'd recommend?    All suggestions welcome — happy to share more details about our use case!    Thanks in advance 🙏   

Lightning File Explorer from Salesforce Labs 

Was excited to use this app however noticed strange behavior when using Outlook Integration.  

After installing the package, when logging an email from Outlook, images found in email signatures became attachments and were logged on the emailmessage record. This then related as a file on the related Asset record. Our users had to remove about 20 attachments (logos) to clean the files up because of logged email threads. Had to uninstall as a result. A shame as the teams were excited to bring this functionality into our records.  

Our org is looking to upgrade any installed packages that still have components on an API version below 45.0. One of the last ones we have is Dashboard Pal, which is a Salesforce Labs app. 

The latest version v2.6.0 (last updated on the appexchange on 01/09/2023) still has some components on API versions below 45.0. 

Is there anyone I can contact about these Salesforce Labs apps? I can't see any support email on the appexchange listing. Failing that, does anyone happen to have an alternative app to Dashboard Pal that offers similar functionality? 

Similar to this post....some employees at our company use Salesforce, but all use Outlook. And therefore a shared company-wide Outlook calendar is used to track events.

I'm looking for the group that uses Salesforce to stay in Salesforce and not have to swivel-chair to Outlook. We want to create events on a Salesforce public or resource calendar and have them sync to the shared Outlook calendar. The Outlook calendar will contain events that are not initiated from Salesforce.

Syncing all events between the two calendars (so that the Salesforce team can see all events in the Salesforce calendar) is a nice to have, but not a must have requirement. I want the Salesforce events to sync one way to the shared Outlook calendar. If an update is made on the Salesforce side, it updates the Outlook calendar event. 

Has anyone done this?

Einstein Activity Capture seems to only work with personal email and calendars.

Thank you.

Hello. I'll be using UTAM for our Automation Framework.     For the setup, I did install the following:      1. Install UTAM  npm i utam      2/ INSTALL WDIO  npm init wdio    3. INSTALL UTAM WDIO SERVICE  npm i wdio-utam-service --save-dev    4. INSTALL DOTENV  npm install dotenv    4. INSTALL SALESFORCE PAGE OBJECTS  npm i salesforce-pageobjects    5. ADD UTAM AS DEV-DEPENDENCY  npm add --dev utam    6. ADD BUILD to package.json      "test:ui:compile": "utam -c utam.config.js",      "test:ui:generate:login": "node scripts/generate-login-url.js",      8. Add UTAM in wdio.config.js  require('dotenv').config();  const { UtamWdioService } = require('wdio-utam-service');    services: [          [              UtamWdioService,              {                  implicitTimeout: 0,                  injectionConfigs: ['salesforce-pageobjects/ui-global-components.config.json'],              },          ],      ]    -----------  However, whenever I run the test, it's still giving me either a reference error of "utam is not defined" or the import modules (e.g. import {DesktopLayoutContainer} from '/salesforce-pageobjects/dist/navex/pageObjects/desktopLayoutContainer' cannot be found'    I tried uninstalling and installing the node_modules and tried everything in https://www.geeksforgeeks.org/node-js/how-to-resolve-a-cannot-find-module-error-using-node-js/ and     What am I missing?   

Looking for an AppExchange Security Review specialist consultant. Have pen-test commissioned, full SR docs drafted, targeting June 9 submission. Need questionnaire support + reviewer liaison. Budget confirmed, need to start this week. DM me.