Salesforce Apps for Banks | FineMark Bank & Kim Wargo
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Salesforce Apps for Banks | FineMark Bank & Kim Wargo

Trusted Apps For You

Kim Wargo

Kim Wargo

Salesforce Admin, FineMark Bank

Kim shares which AppExchange solutions she uses to customize and enhance Salesforce. See how her go-tos can help with your business challenges.
Take control of which dashboards you use.
Dashboard Pal helps Kim's team manage its day and stay on time with documentation and process.
Connect and automate your contract lifecycle.
Kim uses DocuSign CLM to look at multiple objects at one time and build workflows quickly.
Save time by rolling up data with clicks not code.
Rollup Helper enables Kim to look across Salesforce for opportunities to avoid creating duplicate records.

See more solutions that Trailblazers use to solve their business challenges.

Getting Started on AppExchange

  • Tried-and-true pre­built apps
  • Apps across use cases and industries
  • Certified expertise
  • Intelligent recommendations
A rounded shape

Frequently Asked Questions

AppExchange is the leading enterprise cloud marketplace that empowers businesses to extend Salesforce across every department and industry. You’ll find over 4,000 ready-to-install apps, more than 98,000 reviews, and over 1,500 consultants to help you solve any business challenge. Start exploring AppExchange today to find the solution that is right for you.

You’ll find many apps, solutions, and services on AppExchange, including pre­built apps, Lightning Components, Lightning Data, Bolt Solutions, Flow Solutions, and consultants.
  • AppExchange apps are the core solution of our marketplace. They’re ready-to-install apps that let you extend Salesforce into every department or industry.
  • Lightning Components are the building blocks for making apps — with drag-and-drop ease — in Lightning App Builder. Responsive and reusable, components let you kick­start your app building.
  • Lightning Data are pre­integrated, approved, and scalable data solutions that can supercharge your sales and marketing.
  • Bolt Solutions can help you launch faster. They’re industry templates built by our partners, containing process flows, apps, components, and more — all integrated with Salesforce CRM.
  • Flow Solutions help you accelerate processes. Admins can automate their company’s processes, making it easy to connect with and perform actions on third-party systems — without more integration or coding.
  • Consultants on AppExchange offer strategic guidance, deep technical skills, and Salesforce expertise.
AppExchange can extend Salesforce across any department and industry you can imagine. That means there are lots of resources to help you find the best solutions.
  1. A good place to start is with the AppExchange collections. These are groups of listings curated by AppExchange experts, and they’re a great way to zero in on the top solutions in a particular area, such as by industry or product. Start with our Sales Cloud collection.
  2. You can also explore our series of App Guides — apps recommended by users themselves — in specific categories like sales, service, manufacturing, marketing, back office, and Salesforce Labs.
  3. See the winning solutions that Trailblazers across different industries use to solve their business challenges.
  4. Finally, AppExchange includes Recommended for You solutions, enabling you to get a specific recommendation for a solution based on your profile data, install history, location, and more.

You can find hundreds of free business apps on AppExchange. Then there’s Salesforce Labs, which has free apps developed by Salesforce employees designed to get you started on solving tough business challenges faster. Many of these apps are unmanaged packages, so you can customize them to your heart’s content.