More capacity with AppExchange Salesforce

AppExchange Salesforce learning objectives

After completing this unit, you will be able to:

  • Develop your own AppExchange strategy.
  • Install an application from the AppExchange.

What is AppExchange?

You are probably comfortable with the idea of ​​app stores. Whether you’re downloading apps to your phone, tablet, computer, or other device, you need to download and install apps to get the most out of your technology.

Salesforce works the same way. Previously, we mentioned the business ecosystem. Salesforce has a community of partners who take advantage of the flexibility of the Salesforce platform to build amazing applications and other solutions that anyone can use. These product offerings are available (some for free, some for a fee) for installation on the AppExchange.

More capacity with AppExchange Salesforce

Strategies for success

D’Angelo’s DreamHouse app is an absolute hit with real estate agents. But if we are realistic, D’Angelo is only one person. He only has a few hours a day to develop new applications for his co-workers.

Fortunately, the AppExchange is full of apps that D’Angelo can download to help DreamHouse manage everything from payroll to travel approvals to integrations with other tools like Evernote and MailChimp.

The possibilities that the AppExchange offers are exciting, but before you start downloading all the apps you see, you need to develop a strategy. A strong AppExchange strategy helps ensure that you are getting the best value apps without duplicating features or investing in something you don’t need.

Follow these steps to develop a good AppExchange strategy.

  1. Identify the departments that use or intend to use Salesforce. These are your top stakeholders.
  2. Research what’s on the AppExchange that best meets your stakeholders’ requirements. Discuss business cases with department heads to determine exact needs. Here are some good questions to ask:
    1. What business problem are you trying to solve?
    2. What are your main negatives right now?
    3. How many users do you need this app?
    4. What’s your budget?
    5. What’s your deadline?These questions help you identify the best apps are tailored for each department or business case.
  3. When you find an application that you think meets your needs, download the application in a test environment (such as a free Developer Edition or sandbox). Make sure that the application you are installing does not interfere with any other applications that you installed or customizations that you made. Sandbox environments are copies of your organization in separate environments. They are used for development and testing. See Sandbox Overview .
  4. If you are choosing between several applications, take the time to evaluate what you have tested. Determine if there are feature gaps or features that you don’t need. If necessary, invite your interested parties to demonstrate the applications and provide feedback.
  5. Now you are ready to go! You will install and deploy your application in your production environment. Make sure you keep your users informed about what is going to change and provide the necessary training and documentation.

Install your first app

Although the AppExchange is reminiscent of a traditional app store that you can find on your phone or tablet, it is important to remember that your Salesforce org is a complicated environment. An app doesn’t install just because it has a compelling logo or tagline.

So what is the proper way to install an application? We’ll show you!

Let’s say you find this great app at AppExchange which offers you a elegant set of boards for your organization.

More capacity with AppExchange Salesforce

To install the application, click Get it now . This button takes you to the installation wizard that guides you through the steps. Here are two key questions you need to answer during the installation process:

  • Where should I install the application, in the production environment or in the sandbox? In general, it is a best practice to first install your applications in a non-production environment such as a sandbox or Developer Edition org. Testing the application first helps you avoid conflicts in the production environment with things like object names.
  • Should I grant application permissions to administrators only, to all users, or to specific profiles? That depends on what the app is for. If you want to limit access to a particular set of users, plan to modify those user profiles before installing the application.

Where did my app go?

Congratulations! Installed your first app. Now if I could find her …

Applications are installed using something called a package. To find the package:

  1. From Settings, find and select Installed Packages in the Quick Find box.
  2. Click the name of the package you installed. It will be the same as the one on the AppExchange download page.
  3. Click View Components to see more information about the package. The Package Details page displays all of the package’s components, including custom fields, custom objects, and Apex classes. This information helps you determine if you have conflicts with your own customizations.

Some final impressions

As you start exploring the AppExchange, be sure to check out the free apps provided by Salesforce Labs. The amazing thing about Salesforce Labs apps, apart from being free, is that they are open source. You can customize them as needed and look under the hood to see how they work. It’s a great way to learn more about how the platform works.

And if we talk about learning more, this module gave you a great foundation to dig deeper into the Salesforce platform. Check out the resources below for possible next steps on your journey. Happy routes!