Product Overview

TableTop is the ultimate application for data collaboration. Create and share data views and visualize key business metrics with powerful, easy-to-use charts and tables. TableTop enables marketing, sales, and business professionals to eliminate the noise and focus on the bottom line.

Product Features

• Easily create live data views with TableTop’s intuitive and powerful filtering technology.
• Visualize and drill down on key business metrics with point-and-click charts and pivot tables.
• Take data “snapshots” for historical reporting and trend analysis.
• Organize data views and reports in folders for easy retrieval.
• Share folders with others on your team to make data collaboration incredibly easy.

Product Overview

Monarch is the first application to make your data mobile. With Monarch, you can safely and securely move data between ORGs and platforms in just a few clicks.

Monarch is a complete data management solution that can be used in several ways:

• Data Collaboration – Use Monarch to securely share data with other departments, partners and customers.
• Data Load and Backup – Use Monarch to load data from spreadsheets and other ORGs and to back up data for compliance, archival and reporting analysis.
• Release Management – Use Monarch to easily migrate data from test and sandbox ORGs to production ORGs.

Product Features

• Securely transfer data between Salesforce, Amazon Web Services, Intuit Quickbase, WebEx Connect, Desktop Databases and Excel
• Supports full ORG archive (schema and data), single object data transfer and related list object transfer between any two ORGs on the same platform or on different platforms
• Transfer subsets of data with Monarch’s intuitive data filtering and mapping technology
• Merge data changes with Monarch’s synchronization engine
• Timestamp data sets or complete ORGs for compliance and historical trend analysis

Product Overview

SnapShot for is the one application all Salesforce.com System Administrators and System Integrators need to effectively manage Salesforce.com customizations. SnapShot enables users to take a “snapshot” of the object and profile characteristics of any Salesforce.com ORG.

With DreamFactory’s patented technology, SnapShot provides a highly visual way to look at Salesforce.com customizations and to track and manage critical changes – in the same ORG over time or between different ORGs. SnapShot offers a powerful schema “push” feature that automates release management between Salesforce.com deployments. SnapShot is also an indispensable tool to document all modifications to your Salesforce.com account and to aid with Sarbanes-Oxley compliance or HIPAA regulations.

Product Details

Profile Management

For each Profile, you can view field level security, object permissions, record types, profile permissions, tab visibility, application visibility and assigned users.

Change Management

Use SnapShot to help support a secure and stable change management process as your Salesforce.com customizations evolve.

Release Management

Visually compare Salesforce.com customizations and point and click to promote schema changes between Development, Sandbox and Production ORGs.

Control Management

Snapshot easily enables configuration version control management aiding in reporting and auditing.

Product Overview

OrgView is an extremely powerful, easy-to-use graphical tool for navigating through account, contact, and user hierarchies in salesforce.com. OrgView Free Edition provides an intuitive bird’s eye view of account and contact centers for strategic account planning. OrgView Pro Edition includes even more powerful features, such as chart colorization, configurable chart display and tooltips, and Visio export.

OrgView makes visualizing complex account, contact, and user relationships easy, resulting in more effective sales and marketing campaigns and, for administrators, a better way to manage user permissions in salesforce.com.

Product Details

OrgView Pro includes the following additional features:

• Support for ALL user fields and user profile fields.
• Chart Colorization: Easily visualize hierarchies with custom color coding. Administrators can colorize charts based on user permissions and other user fields, including custom user fields. Business users can colorize accounts and contacts based on any filter criteria they choose, including custom account and contact fields.
• Automated ORG Charts: Generate rich organization charts, with intuitive drag and drop metaphor, based on your existing account, contact, and user role information.
• Rich Visualization: Rapidly navigate through complex organizational structures with dynamic panning and zooming, graphical searches, and drill-down Configurable Display and Tooltips: Customize which fields are displayed in your charts and chart tooltips, including ALL user fields and user profile fields.
• Visio Export: Export charts to Microsoft Visio format.

Product Overview

Manage projects more effectively and increase your team’s productivity with DreamTeam's comprehensive set of features, including project manager module, with Gantt chart, collaborative calendar, document manager, and time and expense module. DreamTeam is also fully compatible with Microsoft Project.

Project Management Module

• Rich Gantt Chart views
• Resource Management
• Timesheets and Expense Management

Collaborative Calendaring

• Group calendar to manage team events
• Resource availability
• Project tasks by date

Document Collaboration

• Effortless desktop and Amazon S3 document sharing
• Simple messaging and version control
• Manage documents across team-based projects

Time & Expense (T&E) Module

• Simple and intuitive time and expense editor
• Manage project costs with T&E visibility across projects, tasks, etc.
• Reduce administrative overhead with online approvals

NEW! Home Page (Available only on Amazon Web Services)

• Simple view of all active projects and workgroups
• Single click creation of workspaces
• Intuitive administration

Product Details

Project Manager

Project Manager is designed to address the many layers of communication inherent in a broad user community. To accomplish this, we provide robust and intuitive visualization of project tasks via Gantt view for experienced Project Managers and/or Calendar view for less demanding project scenarios. Whether you are working on a project team to build a new product or a sales team to close a big sale, DreamTeam projects will be in your comfort zone. Compatible with MS Projects.


Document Manager

Document Manager provides sophisticated and rich interactivity with documents leveraging Amazon S3 storage. Managing documents in DreamTeam Document Manager is easier than managing files on your desktop. Productivity increases dramatically over the traditional "email and hope" approach to iterative document review. Managing documents across team-based projects becomes a natural extension.


Collaborative Calendar

DreamTeam incorporates a group calendar to manage team events. In the context of Project Management, the Collaborative Calendar is not just a calendar, but a visualization and decision-making tool, mapping any activity to the backdrop of a calendar view. For example, you can view all project tasks by day, week, or month. Similarly, you can view all scheduled resources on the calendar. This offers a very straightforward model for resource allocation and capacity planning. 


Time & Expense Editor

Time & Expense (T&E) enables project managers, resources and employees to easily log time, expenses, run T&E reports and billing reports. Employees simply log in to submit timesheets and expenses for approval. T&E line items can be marked billable or not billable and actual time versus planned time on project tasks can be compared at a glance.

Home Page Administration (Available only on Amazon Web Services)

The DreamFactory Suite Home Page is a robust administration panel/tool that allows the Host to create ORGs, create projects and groups, assign tasks, invite users and delegate roles (e.g. full access, read and create, read and update, read, create and update, etc.). It provides a holistic view of your active ORGs and the users who belong to each ORG. The panel also lists, events, ToDos, Messages and Calendar View.

Product Overview

DoX is a unified desktop file manager, allowing users to locate, file and share documents regardless of where they are stored. DoX provides effortless sharing of documents and folders via simple drag and drop from the desktop or virtual folder, Salesforce and Amazon S3.

• Flexibility to store your documents where appropriate - desktop, Salesforce.com, or Amazon S3 - while still maintaining centralized file management at the desktop.
• Users can share documents immediately without the overhead of installing software applications or administering virtual workspaces. You can control read/write privileges.
• Simple versioning in a central repository, for works in progress, eliminates the version "lottery" of email-based document collaboration.
• Share documents without email; Users are automatically notified by DoX that a document has been changed.
• Add messages and comments to alert users to changes in documents.

Product Overview

Carousel is ideal for recurring presentations that report on the same information, such as sales forecast meetings, staff meetings, project status meetings, etc. A Carousel Slide Deck is a working presentation that others in your organization can contribute to and use in their own Slide Decks.

• Connect slides to live salesforce.com information.
• Create interactive Slide Decks that combine text, tables, live data, graphics, multi-media, and more.
• Easily share your dynamic slides (connected to live data) via a web-based slide exchange. Collaborate on presentations with any salesforce.com user in your organization Carousel makes planning, presenting, and reporting on any business activity easy.

Product Features

• MyMashups Manager: Easily create your own Presentation Mashups from a wide variety of components, including text, bullets, tables, charts, gauges, data, audio, video, and more.
• Live Salesforce Information: Connect slides to salesforce.com summary tables and detail tables. Use search, find, filter, and navigation panels to interactively present live information stored in salesforce.com
• Dynamic Reporting and Dashboards: Add dashboards and reports to your Slide Decks and refresh live source data on the fly as you present.
• Presentation Sharing: Share slides for others to use, use others' slides, and contribute slides to group presentations.

Carousel brings the power of personal Presentation Mashups with dynamic views of live information to the end user. Create your own slides and integrate others' slides to organize planning, updates, reports, and dashboards in one place. All information resides in a live Carousel Slide Deck in Salesforce.com so everyone in your organization stays up to date.

Product Overview

FormFactory is the #1 application for creating and deploying live business forms on cloud computing platforms.

FormFactory is 100% native to all of the dominant cloud platforms, enabling you to deliver rich WYSIWYG Forms, dashboards, and reports on your preferred database of record.

There are 3 editions to FormFactory- Basic, Professional, and Enterprise. Basic and Pro editions are tailored to business users, offering simple drag and drop customization. FormFactory Enterprise is designed for power users and includes DreamFactory’s unique Mash-up manager - a powerful visual design studio for the rapid deployment of forms based db apps.

The editions naturally build on each other, with progressive widget palettes enabling the creation of more complex forms and mini-apps.

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FormFactory Basic

Designed for the business user, FormFactory basic edition enables users to quickly create live output forms which can be auto populated by your cloud computing data. Examples include auto generation of custom Quotes, Invoices, Order, proposals, packing slips, and a host of other business engagement documents.

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FormFactory Professional

A full superset to the basic edition, FormFactory Pro is ideal for customers that require interactive B2B and employee self service forms that require user input. Use cases include live account plans, , surveys, employment applications, partner applications, purchase requisitions, sales order worksheets, PTO requests, employee/partner certifications, and a host of other engagement forms.

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FormFactory Enterprise

Designed as a Web application builder for power users (sys admins, sales ops, developers...), FormFactory Enterprise enables the rapid deployment of mini db apps, sophisticated dashboards, and enterprise portals native to cloud computing databases. FF enterprise combines a unique visual studio with an extensive palette of abstract application components powered by a simple drag, drop, and connect mash-up engine.

The Enterprise palette of connectable widgets includes:

1. Interface components such as menus, buttons, pop-up dialogues.
2. Reporting components such as rich charts and tables.
3. Standard db application components such as summary tables, detail tables, filters.
4. Advanced db application components including relationship maps, pipeline views, rolodex views.
5. Visual programming widgets such as transforms, outer joins, junctions, goto, iterators.