10 Must-Have Salesforce Apps and Add Ons in 2025

Salesforce remains the gold standard for Customer Relationship Management (CRM) software, enabling businesses to streamline operations, automate processes, and improve customer engagement. The platform’s power is amplified by its rich ecosystem of third-party apps and add-ons, which extend its functionality and provide specialized tools for a wide range of use cases.

In this article, we will explore 10 essential Salesforce apps and add-ons for 2025, including cutting-edge products developed by Synebo, a Salesforce development partner. These tools can help you optimize your Salesforce environment, enhance security, and boost productivity.

1. Passwordless Authentication for Experience Cloud

In an era where cybersecurity threats are increasingly sophisticated, traditional password-based authentication systems are becoming less effective. Passwordless Authentication for Experience Cloud, developed by Synebo, is a cutting-edge solution that replaces passwords with multi-factor authentication (MFA) options, such as biometric authentication, email, or SMS One-Time Passwords (OTP).

Technical Details:

• MFA Support: The app supports biometric logins (fingerprint, facial recognition), email OTPs, and SMS-based authentication.
• OAuth 2.0 Integration: Seamless integration with Salesforce’s OAuth 2.0 framework ensures secure token-based authentication.
• Secure SSO (Single Sign-On): Users can leverage existing enterprise identity providers for secure SSO, reducing the friction of multiple logins.

Key Benefits:

• Enhanced security: Reduces reliance on weak or reused passwords, significantly lowering the risk of account breaches.
• User Experience: Users enjoy a streamlined, frictionless login experience that increases engagement and reduces frustration.

“Passwordless authentication not only enhances security but also delivers a friction-free user experience, critical for large-scale enterprise deployments.” — Synebo Security Lead

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2. Salesforce Logins

Managing multiple Salesforce orgs can be a challenge for developers, administrators, and consultants. Salesforce Logins by Synebo simplifies this task by providing a unified login interface that allows users to manage and switch between multiple Salesforce environments.

Technical Details:

• OAuth 2.0 Integration: Ensures secure token-based authentication for multiple Salesforce environments.
• Role-based Access Control (RBAC): Users can configure different levels of access for each Salesforce org, ensuring security compliance across different environments.
• API Integration: Supports API calls between Salesforce environments, enabling developers to test integrations easily.

Key Benefits:

• Productivity boost: No more juggling multiple login credentials; manage all your Salesforce orgs from a single interface.
• Security management: Easily manage user permissions across various Salesforce instances, reducing the risk of unauthorized access.

Use Case:

A Salesforce consultant managing multiple clients can now seamlessly switch between Salesforce environments without needing to log in and out repeatedly. This streamlines workflows and reduces downtime.

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3. LULC (Lightning Utility Layout Customizer)

LULC (Lightning Utility Layout Customizer), developed by Synebo, is a powerful tool that allows Salesforce administrators to customize Lightning page layouts based on user profiles and roles. This means you can provide tailored UI experiences to different departments or teams, improving efficiency and reducing clutter.

Technical Details:

• Dynamic component visibility: Allows admins to customize what UI components are visible based on user roles.
• Page layouts Optimization: Optimize the performance of Salesforce Lightning pages by selectively loading components.
• Profile-based customization: Different layouts can be applied based on profiles, ensuring relevant data is front and center for each user group.

Key Benefits:

• User-centric design: Create tailored interfaces for different departments (e.g., sales reps, support agents, managers) to ensure everyone has the tools they need at their fingertips.
• Performance improvements: By reducing unnecessary components for certain roles, page load times are significantly improved.

Example in action:
A sales team using Salesforce can have a simplified page layout showing only leads, opportunities, and accounts, while the marketing team might see campaigns, leads, and email templates.

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4. Rich Text Editor

Rich content is vital for creating more engaging user experiences. Rich Text Editor by Synebo adds advanced text formatting capabilities to Salesforce environments, allowing users to create rich, media-enhanced documents within Salesforce.

Technical Details:

• HTML Support: Allows users to add HTML elements such as images, links, and embedded media to their Salesforce content.
• WYSIWYG Editor: Provides a “What You See Is What You Get” interface, making it easy to format text without needing technical skills.
• Lightning and Classic Compatibility: Works across both Salesforce Lightning and Classic interfaces.

Key Benefits:

• Enhanced user experience: Users can format data, create visually rich content, and improve communication within Salesforce records.
• Collaboration: Makes it easier to create and share visually appealing documents or email templates.

Use case:
A customer service team can use the Rich Text Editor to format case responses, include relevant links, and add images or diagrams to provide more detailed solutions.

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5. Colligo

Colligo is an enterprise-grade document management tool designed to improve how organizations manage their content within Salesforce. It allows for easy collaboration and document organization, ensuring that teams have access to the documents they need, when they need them.

Technical Details:

• Salesforce Files Integration: Colligo integrates seamlessly with Salesforce Files, providing an easy way to attach and organize documents.
• Document Search: Provides advanced search functionality for finding files quickly within Salesforce.
• Role-Based Permissions: Enforce access control based on user roles, ensuring only authorized users can view or edit sensitive documents.

Key Benefits:

• Streamlined document management: Keep all your important documents organized within Salesforce, accessible to the right people at the right time.
• Enhanced collaboration: Improves document sharing across teams and departments.

Example in action:
A legal team can use Colligo to manage contracts and ensure only authorized personnel can view, edit, or approve sensitive documents, all while keeping everything within the Salesforce platform.

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6. Advanced Product Selector

For organizations with complex product catalogs, Advanced Product Selector by Synebo provides a powerful tool for streamlining product selection during the sales process. It simplifies the product configuration and recommendation process, ensuring that sales reps always offer the right product to the customer.

Technical Details:

• Custom product rules: Set up product rules that filter and recommend products based on customer needs or eligibility.
• Integration with Salesforce CPQ: Fully integrates with Salesforce CPQ (Configure, Price, Quote), allowing sales teams to quickly create accurate quotes.
• Dynamic filtering: Filters products in real-time based on customer data, preferences, or sales rep inputs.

Key Benefits:

• Faster sales cycles: Sales reps can quickly identify the right product options, reducing time spent searching through large catalogs.
• Accurate pricing: Integrated with Salesforce CPQ, ensuring that quotes are always accurate and up-to-date.

Example in action:
A telecom company with hundreds of service packages can use the Advanced Product Selector to recommend tailored product bundles based on customer profiles, increasing both conversion rates and customer satisfaction.

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7. Query AI

Harnessing the power of artificial intelligence, Query AI by Synebo enhances how businesses extract and analyze data within Salesforce. The tool allows users to make natural language queries to generate reports and insights, eliminating the need for advanced technical skills.

Technical Details:

• Natural Language Processing (NLP): Allows users to type simple queries in plain language, which Query AI translates into data queries.
• Machine Learning Algorithms: Continuously learns and improves query accuracy based on user interactions.
• Integration with Einstein Analytics: Supports advanced AI-driven analytics and visualization.

Key Benefits:

• Ease of Use: Anyone can query data and generate reports without needing to write SOQL (Salesforce Object Query Language).
• AI-Powered Insights: Leverages AI to detect trends and provide actionable insights from Salesforce data.

“Query AI transforms how teams interact with Salesforce data, making advanced analytics accessible to everyone — not just data scientists.” — Synebo Data Analyst

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8. DocuSign for Salesforce

DocuSign for Salesforce is a leading electronic signature solution integrated directly into Salesforce. This app allows businesses to automate and simplify the process of signing, sending, and managing documents. It’s an essential tool for organizations that require secure and legally binding digital signatures on contracts, agreements, and other important documents.

Technical Details:

• eSignature Integration: DocuSign integrates directly with Salesforce, enabling users to send and sign documents without leaving the Salesforce platform.
• Audit Trail: The app provides a comprehensive audit trail, tracking who signed a document, when it was signed, and where, ensuring legal compliance.
• Custom Workflows: Automate the sending of documents and set conditional rules for approval chains based on deal size or contract type.

Key Benefits:

• Improved efficiency: Sign and send documents within minutes, speeding up the contract process.
• Legal compliance: Supports eSignatures that are legally binding and comply with laws such as ESIGN, UETA, and eIDAS.
• Enhanced security: Provides tamper-proof security features to ensure that documents are signed securely.

Example in action:
A real estate firm uses DocuSign for Salesforce to automate contract management, reducing turnaround times for closing deals by 50%.

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9. Conga Composer

Conga Composer is a must-have tool for automating the creation of documents, such as invoices, proposals, reports, and contracts, directly from Salesforce data. It allows users to generate consistent and professional-looking documents while reducing manual efforts.

Technical Details:

• Salesforce data integration: Uses Salesforce data to automatically populate document templates, ensuring accuracy and consistency.
• Multiple output formats: Generate documents in various formats, including PDF, Word, and Excel.
• Dynamic templates: Users can create dynamic document templates with merge fields that pull real-time data from Salesforce records.

Key Benefits:

• Document automation: Automate the generation of reports, invoices, or contracts, reducing manual input and human error.
• Brand consistency: Ensure that all documents follow the same branding and formatting guidelines, providing a consistent look and feel.
• Flexibility: Supports multiple output formats, giving users the flexibility to work with documents in the format that suits their needs.

Use case:
A consulting firm uses Conga Composer to automate the generation of client proposals, ensuring that all proposals are customized and consistent, yet quick to generate from Salesforce data.

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10. FormAssembly

FormAssembly is a powerful form-building tool integrated with Salesforce, enabling organizations to create advanced web forms and collect data that automatically syncs with Salesforce. It is widely used for lead generation, surveys, event registrations, and more.

Technical Details:

• Salesforce integration: FormAssembly forms are fully integrated with Salesforce, allowing data collected through forms to be mapped directly to Salesforce objects and records.
• Drag-and-drop builder: Create complex, multi-step forms with a simple drag-and-drop interface—no coding required.
• Security compliance: FormAssembly is HIPAA, GDPR, and PCI DSS compliant, making it ideal for industries with strict data security requirements.

Key Benefits:

• Data automation: Automatically capture and update Salesforce records from form submissions, streamlining the process of collecting and organizing data.
• Advanced logic: Use conditional logic and branching to create dynamic, personalized forms for different user segments.
• Security and compliance: Ensure all data collected through forms is secure and complies with industry regulations.

Example in action:
A university uses FormAssembly to create application forms for prospective students. The form automatically updates Salesforce with applicant information, reducing manual data entry and speeding up the admissions process.

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These 10 must-have Salesforce apps and add-ons for 2025 provide businesses with the tools they need to enhance security, streamline operations, and boost productivity. Whether you’re looking for advanced document management, automated document generation, or seamless form integration, there’s a solution for every need.

By leveraging the power of apps developed by Synebo, as well as other top tools in the Salesforce ecosystem, you can maximize your Salesforce environment and ensure your organization is equipped for future success. Don’t hesitate to contact us.