Which works better for small vs large Salesforce AppExchange admins?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (1 reviews). Email Platform typically suits early-stage and growth-mode teams based on its published review base (55 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

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CRM Apps Lab™ Helper vs Email Platform — Salesforce

CRM Apps Lab™ Helper for Opportunity List Views vs Email Platform

Side-by-side comparison · 24 data points

CRM Apps Lab™ Helper for Opportunity List Views

5.0·1reviews

Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.

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1. Listing metadata

Field-level data

	CRM Apps Lab™ Helper for Opportunity List Views	Email Platform
Tagline	“Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.”248 chars	“⭐ 5.0 - The Complete Email Solution for Salesforce. One app for everything email in Salesforce. ✅ Record Inbox - Email-to-Case, EAC Alternative & Visibility ✅ Global Inbox - Shared Inbox, Team Email & Queues ✅ Mass Email Campaigns, Automation & Templates”255 chars
Description	925 / 2000 chars46% used	1194 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	CRM.Team™	GOAT Email
Listed	November 25, 2016

At a glance

7 metrics · auto-computed

Feature comparison between CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and Email Platform
Metric	CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up	Email Platform
Rating	5.0 ★	5.0 ★
Total reviews	1	★ 55
Free plan	Yes	Yes
Pricing	free	free
Listed features	3	★ 9
Languages	1 supported	1 supported
Listed since	Nov 2016	Sep 2024

Last updated	—	—

2. Features

As listed by each developer

CRM Apps Lab™ Helper for Opportunity List Views

The roll-up of Product Code to Opportunities is stored as character delimited text in a 32,768 character Long Text Field on Opportunity to handle over 5,000 5-character product codes on a single opportunity.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Opportunities. This allows product codes to be used in Opportunity View Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Opportunities to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

Email Platform

✅ OUTLOOK & GMAIL SYNC ✔ Outlook Compatible ✔ Gmail Compatible ✔ Personal & Shared Mailboxes ✔ Inbound & Outbound Email Sync ✔ Email Attachments Sync ✔ Unified Email Experience ✔ Multi-Mailbox Support
✅ EMAIL HISTORY & VISIBILITY ✔ Complete Email History ✔ Email Visibility on Records ✔ Customer Communication History ✔ Email Activity Timeline ✔ Team Email Visibility ✔ Shared Communication Records ✔ Email Search & Access
✅ EAC ALTERNATIVE ✔ Alternative to Einstein Activity Capture ✔ Native Email Storage ✔ Email Reporting & Analytics ✔ Email Attachments in Salesforce ✔ Long-Term Email History ✔ Salesforce Automation Support ✔ Complete Email Visibility
✅ RECORD INBOX ✔ Email-to-Case Workflows ✔ Record-Based Email Management ✔ Email Tracking on Any Record ✔ Full Email Threads ✔ Customer Communication Visibility ✔ Email Ownership ✔ Standard & Custom Objects
✅ GLOBAL INBOX ✔ Shared Inbox Management ✔ Team Email Collaboration ✔ Queue-Based Communication ✔ Email Assignment & Routing ✔ Shared Mailbox Visibility ✔ Team Ownership ✔ Customer Service Operations
✅ EMAIL AUTOMATION ✔ Smart Inbox Rules ✔ Automated Email Routing ✔ Follow-Up Automation ✔ Predefined Email Content ✔ Email Formula Expressions ✔ Workflow Automation ✔ Queue Assignment Rules
✅ EMAIL TEMPLATES & PERSONALIZATION ✔ Cross Object Merge Fields ✔ Lightning Email Templates ✔ Classic Email Templates ✔ Dynamic Personalization ✔ Email Template Automation ✔ Multi-Level Merge Fields ✔ Template Usage Analytics
✅ CUSTOM OBJECT EMAIL MANAGEMENT ✔ Email on Any Custom Object ✔ Cross Object Email Automation ✔ Related Record Context ✔ Email History on Custom Objects ✔ Record-Specific Email Experiences ✔ Custom Object Visibility ✔ Multi-Level Relationships
✅ EMAIL SECURITY & GOVERNANCE ✔ Team & Queue Access Control ✔ Email Audit Trail ✔ Data Residency Inside Salesforce ✔ Phishing Email Management ✔ Communication Governance ✔ Secure Internal Communication ✔ Secure External Communication

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	CRM Apps Lab™ Helper for Opportunity List Views	Email Platform
your inbox	Not ranked	#1
inbox	Not ranked	#1
sync email	Not ranked	#1
roll	#3	Not ranked
rollup	#5	Not ranked

6. App details

Long-form description · keyword frequency

CRM Apps Lab™ Helper for Opportunity List Views

Product code roll-up makes two new fields (called 'Opportunity Product Codes' and 'Opportunity Product Codes (Short)' available to add to an opportunity page layout. Each time that the opportunity is edited or an opportunity product added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product8×5.10%
codes4×2.55%
field4×2.55%
opportunity4×2.55%
character3×1.91%
code3×1.91%
crm3×1.91%
product code3×1.91%
product codes3×1.91%
'opportunity2×1.27%
'opportunity product2×1.27%
characters2×1.27%

Email Platform

Constantly switching between Outlook, Gmail, and Salesforce? GOAT Email Core provides the foundation for Outlook & Gmail Sync, Email History, Email Visibility, Shared Mailboxes, and Customer Communication Management inside Salesforce. Keep inbound and outbound emails connected to your CRM, maintain complete Email History, and improve visibility across customer communication. GOAT Email helps teams manage email directly inside Salesforce while reducing dependency on external inboxes. Whether you prefer Record Inbox or a Shared Inbox experience, GOAT Email supports Email-to-Case workflows, Shared Mailboxes, Team Email, Customer Communication, and Outlook/Gmail integration. Alternative to Einstein Activity Capture (EAC), Email Attachments, Native Email Storage, and Email Reporting. Record Inbox: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FgsJcUAJ Global Inbox: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Hcc7TUAR Install GOAT Email Core first, then choose Record Inbox or Global Inbox as your preferred email experience. Contact [email protected] for installation assistance. Get started today with a free trial.

Top keywords

email13×8.61%
inbox6×3.97%
salesforce5×3.31%
goat4×2.65%
goat email4×2.65%
com3×1.99%
communication3×1.99%
customer3×1.99%

CRM Apps Lab™ Helper for Opportunity List Views vs Email Platform

CRM Apps Lab™ Helper for Opportunity List Views

1. Listing metadata

Email Platform

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

CRM Apps Lab™ Helper for Opportunity List Views · 0 changes

Email Platform · 3 changes

6. App details

Frequently asked

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Should I choose CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or Email Platform?

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Which works better for small vs large Salesforce AppExchange admins?

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