Astrea Smart vCard

Easy to use and great support for a non-standard need

ACT-IAC uses Nimble AMS, which is a Salesforce app that provides custom objects and fields to support association management. We were looking for a solution that would let us create vCards so our staff could save contact information to their Outlook contacts. After searching the Salesforce AppExchange, we identified the Smart vCard solution from Astrea as the best approach. However, since Nimble uses Person Accounts, the app as it was designed did not work properly. Astrea was extremely responsive in helping us fix this problem. What we found out is that their app created two custom fields, SmartvCard__Email__c and SmartvCard__Organization__pc, that are added to the Account object in Nimble. We bulk loaded these fields from our NU__PersonEmail__c and PrimaryAffiliateName__c fields and built a flow to automatically update the fields when the base fields are changed. In addition they modified the Title field to show the correct title for us. The end result is a properly formatted vCard which is created using the "Generate vCard" button on the Individual account field. I was surprised by the quick turnaround by Astrea to any question we had and their understanding our our needs. I can highly recommend the Astrea Smart vCard app to anyone who needs that capability. Please reach out to Astrea if you need any special configuration. Further, I am willing to share the simple flow we created to maintain the SmartvCard fields.

It does import vCards but

It does import vCards but if you use State and Country/Territory Picklists you could run into a problem. To fix any problem you will need Notepad ++ to edit the card and put in the full name of the state and not the two letter abbreviation. Then add the country after the Zip/Postal Code. Notepad ++ is free just search for it on Google. Make sure to add Import vCards to your tabs if you want users to be able to do the import. If the contact is already in Salesforce it will import a duplicate, make sure to search for the contact first before importing.

Could be better

It's advertised that you can import multiple vcards but i have yet to find the instructions on how to do this. Tried selecting multiple vcards and it only uploaded one. Would like to have the ability that if it recognizes a duplicate to ask the user if you want the system to update the person's contact to this new information instead of having to go into salesforce to manually update. The software does seem to do some quirky things with phone numbers if they are not 'North American' format. Otherwise this software is great, basic and easy to use and better than having to enter each contact manually.

No brainer and simple useful app

Very simple and straight forward to install, and a nice addon for contact export, especially for transfer to mobile phones through VCF Format. Good job and well done

Worked as Expected

Worked as expected and it was free. Can't ask for more than that.

Works great on the PC and Laptop but fails on mobile phone

This app works fantastically on the web version but on the phones (iPhone and Android) when tried to download a VCF file gives a text which cannot create a Contact on the phone. Good app. Would have been a five star if it could do it on the phone. We have opened a case on this with Astrea, who are working with Salesforce to make this happen and we are wishing and giving all positive energy to fix this asap and notify us so we jump on it.

Cool feature for free!

The app ist easy to install. It works without any troubles! I like it :-)

Excellent Support

I had a question regarding the functionality on the SF mobile app. I submitted my question and my question was immediately acknowledged via e-mail advising that they would investigate and comment further soon. The next business day I had a response addressing my question. I found the Astrea team to be excellent to work with. And I find their Smart vCard app to provide excellent functionality. I highly recommend this team based on this support experience.

Nice tool

My users really like this tool. However, I'd like to suggest a small but very helpful improvement. When the address is added in Outlook, the City, State & Postal Code should be on a separate line under the Street address. Users currently have to manually add a line return before saving.

Easy to use, works great

This app has made my job so much easier. Exporting a report after choosing all the parameters vs clicking a button. Saves tons of time. And the support is very responsive.