Is FormulaShare : Advanced sharing for admins or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition cheaper?

Both FormulaShare : Advanced sharing for admins and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition offer paid plans only. FormulaShare : Advanced sharing for admins starts at freemium; Toolbox EDRMS - Data Retention & Compliance | Foundation Edition starts at free. Compare the per-tier features in the Pricing section above before committing.

Should I choose FormulaShare : Advanced sharing for admins or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

AppRanks cannot separate these two on rating, because neither publishes one. FormulaShare : Advanced sharing for admins does carry the larger published review base (19 vs 0). 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 Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Both apps are one-click installs from the Salesforce AppExchange. FormulaShare : Advanced sharing for admins has the deeper published review base (19 vs 0), 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). Toolbox EDRMS - Data Retention & Compliance | Foundation Edition typically suits early-stage and growth-mode teams based on its published review base (0 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 Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Migration support varies by app and category. FormulaShare : Advanced sharing for admins and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition 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 Toolbox EDRMS - Data Retention & Compliance | Foundation Edition" 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 Toolbox EDRMS - Data — Salesforce

FormulaShare vs Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

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	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
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	“Don't manually delete your data every month, set your retention criteria once with Toolbox EDRMS, schedule it and let our 100% native automation handle your compliance (GDPR, HIPAA, FINRA) in the background. No data leaves your Salesforce org.”243 chars
Description	1039 / 2000 chars52% used	1182 / 2000 chars59% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Cloud Sundial	Toolbox
Listed	July 25, 2019

At a glance

8 metrics · auto-computed

Feature comparison between FormulaShare : Advanced sharing for admins and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
Metric	FormulaShare : Advanced sharing for admins	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
Rating	4.9 ★	—
Total reviews	19	0
Free plan	Yes	Yes
Pricing	freemium	free
Pricing tiers	2 tiers	—
Listed features	9	9
Languages	1 supported	1 supported
Listed since	Jul 2019	Apr 2026

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.

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

To provide evidence of an activity or transaction, and demonstrates accountability
Supports "Archival Obligations", i.e. retain only for allowed time and no longer
Enforces integrity and security of records and explicit disposal schedules
Trusted auditing of Salesforce record updates (any and all fields). Can be used on its own (if you don't want full EDRMS solution) with a few clicks.
Ensures Regulatory and Legal compliance and penalty avoidance
Aid to compliance with GDPR, FINRA and HIPAA and similar regulations
Comply with IRS and State regulations (USA)
Free up data and file storage / reduce storage costs, i.e. keep only what you need

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	FormulaShare	Toolbox EDRMS - Data Retention & Compliance \| Foundation Edition
and irs regulations	Not ranked	#2
data retention and	Not ranked	#3
data retention	Not ranked	#3
your criteria example	#5	Not ranked
control the objects	#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%

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org. AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA EASE OF USE: 2-clicks to add record into File Plan RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce. Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.

Top keywords

records6×3.55%
retention4×2.37%
salesforce4×2.37%
management3×1.78%
audit2×1.18%
compliance2×1.18%
data2×1.18%
directly2×

FormulaShare vs Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

FormulaShare

1. Listing metadata

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition

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

Toolbox EDRMS - Data Retention & Compliance | Foundation Edition · 4 changes

7. App details

Frequently asked

Is FormulaShare : Advanced sharing for admins or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition cheaper?

Should I choose FormulaShare : Advanced sharing for admins or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Which is faster to set up, FormulaShare : Advanced sharing for admins or Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between FormulaShare : Advanced sharing for admins and Toolbox EDRMS - Data Retention & Compliance | Foundation Edition?