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How to Shop Smart on AppExchange by Jenn Romaniszak

This presentation was given in the Admin Theater at Dreamforce 2016.

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How to Shop Smart on AppExchange by Jenn Romaniszak

  1. 1. Jenn Romaniszak Kant salesforce.com Certified Platform Specialist jlr@jromaniszak.com @ales_force Shop Smart on the AppExchange How to Find, Analyze, and Install Quality Apps
  2. 2. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Jenn Romaniszak Kant Salesforce.com Certified Platform Specialist
  4. 4. What is it? Ok, I found it. Now what am I looking at? But how do I know what’s good? How do I get this cool stuff in my Salesforce org? Anatomy of a Listing Shop Smart! Installation What is the AppExchange and why does it exist?
  5. 5. “Whoever said that money can't buy happiness, simply didn't know where to go shopping.” - Bo Derek
  6. 6. So, what is the AppExchange?
  7. 7. What is it? https://appexchange.salesforce.com
  8. 8. Who is on it? Why would I use it? How do I get there? I’m not convinced. • Salesforce • Third Party ISV Developers • Salesforce Labs • Community Heroes • Don’t reinvent the wheel • Beyond your skills • Integrations • https://appexchange.sal esforce.com • From your Production, Sandbox, or Developer org Setup Menu
  9. 9. Classic: Setup > Build > AppExchange Marketplace LEX: Setup Home > Apps > AppExchange Marketplace
  10. 10. Anatomy of a Listing
  11. 11. Find your App or Lightning Component Searching the AppExchange Search Smart!
  12. 12. Some Lingo •“Managed Package”: This will automatically update when a developer pushes bug fixes and updates out to orgs that have installed the managed package. It may not be fully customizable. APEX code coverage is required to be included by the provider, and any code is not considered when determining your own org’s code coverage. •“Unmanaged Package”: This is a static, one time download of the package offerings. Generally most components of the package will be editable, including code and custom pages. •Force.com Native: A Native App is built on the Salesforce platform; all the data is stored in Salesforce, and as an admin you can make some reasonable assumptions on how to report and customize theres apps, as they use objects, fields etc; these are generally easier to maintain and easier to adapt. •Salesforce1: This is ready for your Mobile users with minimal or no work. •Lightning Ready: If you have taken the plunge and are a LEX enabled org, this App is ready for the Lightning primetime. Read carefully to see if this is Lightning enabled, Lightning optimized, or Lightning only.
  13. 13. A Listing; What’s in a Listing? Overview Details Reviews Provider
  14. 14. But is it any good?
  15. 15. How did you find it?
  16. 16. Read the Reviews
  17. 17. Install in a Sandbox
  18. 18. Free vs Paid
  19. 19. On the Details Tab Documentation and Support
  20. 20. On the Details Tab Documentation and Support
  21. 21. Versions and Editions
  22. 22. Other Gotchas • APEX Classes or Triggers: Is there Test Coverage? • Reports and Dashboards: How customized are you? • Required Features: Maybe theres a reason you are not Chatter enabled yet… • Does your Sandbox match Production?
  23. 23. Installing an App Graphics Pack by Salesforce Labs Graphics for Image Formulas, Tabs and Visualforce pages
  24. 24. Lets go! This way to installation!
  25. 25. At a Glance… Red Flag Green Light Reviews Low Number, Low Rating High Number, High Rating; an app with 4 stars and 100 reviews beats one with 5 stars and a single review. Supporting Documentation Difficult to find installation instructions Guide with all the components that will be included is provided on the listing Release Date Release date more than a year ago; no mention of SF1 or LEX Release Dates match Salesforce Release Dates Versions “Version 1.0” Multiple Version Revisions
  26. 26. Learn more with Trailhead! trailhead.salesforce.com
  27. 27. Thank Y u