Is FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla cheaper?

FormulaShare : Advanced sharing for admins is the cheaper option — it offers a free plan (freemium). Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Which has better reviews, FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla has the higher average rating (5.0★ from 15 reviews) compared to FormulaShare : Advanced sharing for admins (4.9★ from 19 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.

Should I choose FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla holds the higher average rating (5.0★ vs 4.9★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Both apps are one-click installs from the Salesforce AppExchange. FormulaShare : Advanced sharing for admins has the deeper published review base (19 vs 15), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

FormulaShare : Advanced sharing for admins typically suits early-stage and growth-mode teams based on its published review base (19 reviews). Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla typically suits early-stage and growth-mode teams based on its published review base (15 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.

Can I migrate data between FormulaShare : Advanced sharing for admins and Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Migration support varies by app and category. FormulaShare : Advanced sharing for admins and Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

FormulaShare vs Plaid Bank Connect — Salesforce

FormulaShare vs Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla

Side-by-side comparison · 24 data points

FormulaShare

4.9·19reviews

Share any object to roles, groups or users based on field values, linked records, user attributes or your own team objects. Replace Apex sharing with declarative rules. Real-time and batch assessment with full audit logging. Trusted by over 100 orgs.

salesforcefreemium

Change

1. Listing metadata

Field-level data

	FormulaShare	Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla
Tagline	“Share any object to roles, groups or users based on field values, linked records, user attributes or your own team objects. Replace Apex sharing with declarative rules. Real-time and batch assessment with full audit logging. Trusted by over 100 orgs.”250 chars	“Plaid Connect brings verified bank data into Salesforce using secure Plaid integration. Validate bank accounts, review transactions and balances, confirm identity and perform income verification while improving fraud detection and approval accuracy. ”250 chars
Description	1039 / 2000 chars52% used	1025 / 2000 chars51% used
Screenshots	—	—
Languages	en	enfifrde
Platforms	Salesforce	Salesforce
Developer	Cloud Sundial	Cloud Maven, Inc

At a glance

8 metrics · auto-computed

Feature comparison between FormulaShare : Advanced sharing for admins and Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla
Metric	FormulaShare : Advanced sharing for admins	Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla
Rating	4.9 ★	★ 5.0 ★
Total reviews	★ 19	15
Free plan	★ Yes	—
Pricing	freemium	paid
Pricing tiers	★ 2 tiers	1 tier
Listed features	9	9
Languages	1 supported	4 supported
Listed since	Jul 2019	Dec 2020

Listed	July 25, 2019	December 3, 2020

Last updated	—	—

3. Features

As listed by each developer

FormulaShare

✔ DYNAMIC SHARING Share to users, roles or groups in any text, formula or lookup field. One rule replaces tens or hundreds of criteria or ownership-based rules, avoids automation to stamp sharing fields and keeps the model in your data, not static config.
✔ CROSS-OBJECT RULES Share records based on data anywhere in your model - up to 10 relationships deep. Traverse to parents, down to children or across via common ancestors. Share an Account based on Products related via Opportunity Lines for example.
✔ YOUR OBJECTS AS TEAMS Map objects representing teams, departments or regions and their members. FormulaShare automates sharing based on team association, with hierarchy cascading, cross-team affiliations and role-based membership all supported.
✔ ATTRIBUTE-BASED ACCESS (ABAC) Share records to users with a field value matching the record, e.g. region, department or clearance level. FormulaShare creates one group per value and keeps membership current automatically. No manual group management.
✔ TERRITORY MANAGEMENT FOR EVERY OBJECT Share any object to ETM territories based on their association to Accounts or Leads. Use your existing territory assignments without rebuilding or duplicating your territory model.
✔ SHARE IN REAL-TIME Via a packaged Flow template (select the object, activate - done) or three lines of Apex in your trigger. Both run within the managed package's own governor limits. Scheduled batch and targeted calculation jobs cover all other changes
✔ SCALES WITH YOUR ORG Used by 100+ orgs sharing across dozens of objects and tens of millions of records. Click-and-go for simple setups; granular controls for high-volume objects and complex transaction lifecycles. Built to scale with your org.
✔ AUDIT-READY Complex sharing logic, distilled in clear and auditable rules. The rules list shows every rule with object, relationship path, access level and live metrics. Rules are custom metadata - version controlled and deployable with any DevOps tool.
✔ COMPLETE OBSERVABILITY Every sharing change logged at the record level - which rule, which context, which records, and the outcome. Built-in dashboard and reports for compliance reviews. Log retention fully customisable to suit your data volumes.

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla

✔️Plaid Connect Verifies Bank Account Data Inside Salesforce Instantly verify a bank account within Salesforce. You can validate an account holder’s name, balance, and status based upon real-time information from thousands of Plaid supported banks.
✔️View Real-Time Bank Data in Salesforce Instead of PDFs or screenshots, you can now view current transaction history, latest account balances and recent activity within Salesforce environment. This allows you to make informed decisions with confidence.
✔️Verify Bank and Credit Accounts Across Plaid Banks With access to thousands of Plaid supported banks, you can verify checking, savings, credit card and investment accounts from all major regions on a single workflow within your Salesforce environment.
✔️Verify Income via Payroll and Bank Deposits in Salesforce Validate income using either payroll connections or recurring bank deposits. Now verify income for W-2 employees, freelancers or mixed earners without requiring paystubs or contacting employers.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	FormulaShare	Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla
bank	Not ranked	#1
integration with real-time	Not ranked	#4
your criteria example	#5	Not ranked
banking	Not ranked	#5
criteria example unfollow	#6	Not ranked

7. App details

Long-form description · keyword frequency

FormulaShare

FormulaShare is the most advanced data-driven sharing engine for Salesforce. Trusted by 100+ orgs including major global brands across healthcare, public sector, legal, telco, financial services and more. Replace brittle Apex sharing and inflexible native rules. Model sharing in your data, not hard-coded config. KEY CAPABILITIES ✔ Share any standard or custom object to users, roles or groups based on field values ✔ Cross-object rules traverse up to 10 relationships in your data model ✔ Team sync - map your team structure and FormulaShare manages groups automatically ✔ Attribute-based sharing to users matching a field value e.g. region or department ✔ Extend territory sharing to every object, not just Accounts and Opportunities ✔ Conditional filters - share only when records meet specific criteria ✔ Record-level audit logging with dashboard, reports and customisable retention ARCHITECTURE 100% native. Deployable custom metadata rules. Real-time via flows or Apex triggers, with batch safety net. Data never leaves your org.

Top keywords

sharing5×3.36%
data3×2.01%
rules3×2.01%
1002×1.34%
apex2×1.34%
custom2×1.34%
field2×1.34%
formulashare2×1.34%
groups2×1.34%
model2×1.34%
native2×1.34%
object2×1.34%

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla

Plaid Connect lets you verify banking, income, and identity information in Salesforce with secure Plaid integration. Instead of collecting bank statements or screenshots, you can see real-time balances, transactions, and account ownerships from thousands of Plaid supported banks. Plaid Connect enables income and identity verification through payroll connections, recurring deposit analysis, and digital ID checks. You can verify users in the U.S., U.K., Canada, Ireland, Netherlands, France, Spain, Germany, Italy, and Poland. The app delivers all data directly to your Salesforce account via secure, encrypted and tokenized connections to ensure that bank credentials are never stored. ✔️Live bank account verification ✔️View live balances & transaction history ✔️Income verification from payroll & recurring deposits ✔️Digital identification verification across regions ✔️Manual review and document collection reduction ✔️Faster onboarding and approval process ✔️Secure storage of sensitive data within Salesforce

Top keywords

plaid4×2.94%
verification4×2.94%
account3×2.21%
bank3×2.21%
income3×2.21%
salesforce3×2.21%
secure3×2.21%
balances2×1.47%
connect

FormulaShare vs Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla

FormulaShare

1. Listing metadata

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

FormulaShare · 1 changes

Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla · 0 changes

7. App details

Frequently asked

Is FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla cheaper?

Which has better reviews, FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Should I choose FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

Which is faster to set up, FormulaShare : Advanced sharing for admins or Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between FormulaShare : Advanced sharing for admins and Plaid Bank Connect - Powered by Plaid, Ocrolus, and Dwolla?