
- 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.
- Tooltips per relationship object: roll-up as many as ten standard or custom fields. Perfect for servicing clients in real time - with contact info, links, dates, preferences, engagement details and dates, locations, or client / account / financial data.
- Create relationships for custom and built-in objects ( with an accessible Name field ), create families, households, centres of influence, networks, trees, and organizational hierarchies. Store relationship-notes of up to 5000 characters for each entry.
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
Ratings and reviews
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Data Visualization#230of 241Top 96%
- Agent Productivity#286of 316Top 91%
- Analytics#830of 947Top 88%
- Customer Service#990of 1,158Top 86%
- Productivity#1291of 1,695Top 77%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Bidirectional Relationships & Notes - Service Clients In Real Time ranks for 2 keywords across Salesforce AppExchange. Here are the top 2:
- Rank #9
- Rank #10
Competitors & alternatives
Bidirectional Relationships & Notes - Service Clients In Real Time doesn't have curated competitor matchups yet.Other tracked Data Visualization apps on Salesforce:
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Frequently asked questions
What is Bidirectional Relationships & Notes - Service Clients In Real Time?
Bidirectional Relationships & Notes - Service Clients In Real Time is a Salesforce app by sfPlugins, listed in Data Visualization. It has been listed since 2023.
Is Bidirectional Relationships & Notes - Service Clients In Real Time free?
No. Bidirectional Relationships & Notes - Service Clients In Real Time has no free plan on Salesforce; the paid plan is $50 / user / month (USD). Listed plans: sfPlugins - Relationships - Per Seat.
Where does Bidirectional Relationships & Notes - Service Clients In Real Time rank on Salesforce?
Bidirectional Relationships & Notes - Service Clients In Real Time ranks #230 of 241 apps in Data Visualization on Salesforce.