- Category rank
- #230 in Data Visualization
- Price from
- $50 / user / month (USD)
- Listing audit
- 67/100
Bidirectional Relationships & Notes - Service Clients In Real Time is a Salesforce AppExchange app by sfPlugins.
Bidirectional Relationships & Notes - Service Clients In Real Time is the #230 ranked Data Visualization app on Salesforce, as a paid app, as of Nov 9, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 9, 2026
Bidirectional Relationships & Notes - Service Clients In Real Time ranks #230 of 241 in Data Visualization on Salesforce. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2023
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Bidirectional Relationships & Notes - Service Clients In Real Time
How Bidirectional Relationships & Notes - Service Clients In Real Time works
Manage and explore reciprocal relationships between any two accessible objects with a "Name" field in tree and list views.
Relationships your way: Connect custom and built-in objects, create families, households, centres of influence, networks, trees, and organizational hierarchies.
Unleash the power of the relationship: roll-up as many as ten standard or custom fields per object. Hover over a relationship to see vital information from the underlying record. Copy, paste, and click directly from the app - perfect for servicing clients and relationships in real time.
Customize your the relationships: choose your own colors, relationship types, labels, and definitions.
Create custom menu actions for your relationships and service clients in realtime.
Create enhanced, searchable, rich notes. Restrict note visibility by role or permission group.
Visit sfPlugins.com for a demo today!
Key features
- Manage bidirectional / reciprocal relationships and notes between any two accessible objects in Salesforce with a "Name" field. Explore via tree and list views and reports. Customize almost everything - colors, relationships, labels, and definitions.
