How to Shop Smart on AppExchange by Jenn Romaniszak

29
Jenn Romaniszak Kant salesforce.com Certified Platform Specialist [email protected] @ales_force Shop Smart on the AppExchange How to Find, Analyze, and Install Quality Apps

Transcript of How to Shop Smart on AppExchange by Jenn Romaniszak

Page 1: How to Shop Smart on AppExchange by Jenn Romaniszak

Jenn Romaniszak Kantsalesforce.com Certified Platform Specialist

[email protected]@ales_force

Shop Smart on the AppExchangeHow to Find, Analyze, and Install Quality Apps

Page 2: How to Shop Smart on AppExchange by Jenn Romaniszak

Forward-Looking StatementsStatement 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.

Page 3: How to Shop Smart on AppExchange by Jenn Romaniszak

Jenn Romaniszak Kant

Salesforce.com Certified Platform Specialist

Page 4: How to Shop Smart on AppExchange by Jenn Romaniszak

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?

Page 5: How to Shop Smart on AppExchange by Jenn Romaniszak

“Whoever said that money can't buy happiness, simply didn't know where to go shopping.”- Bo Derek

Page 6: How to Shop Smart on AppExchange by Jenn Romaniszak

So, what is the AppExchange?

Page 7: How to Shop Smart on AppExchange by Jenn Romaniszak

What is it?https://appexchange.salesforce.com

Page 8: How to Shop Smart on AppExchange by Jenn Romaniszak

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.salesforce.com

• From your Production, Sandbox, or Developer org Setup Menu

Page 9: How to Shop Smart on AppExchange by Jenn Romaniszak

Classic: Setup > Build > AppExchange Marketplace

LEX: Setup Home > Apps > AppExchange Marketplace

Page 10: How to Shop Smart on AppExchange by Jenn Romaniszak

Anatomy of a Listing

Page 11: How to Shop Smart on AppExchange by Jenn Romaniszak

Find your App or Lightning ComponentSearching the AppExchange

Search Smart!

Page 12: How to Shop Smart on AppExchange by Jenn Romaniszak

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.

Page 13: How to Shop Smart on AppExchange by Jenn Romaniszak

A Listing; What’s in a Listing?

OverviewDetailsReviewsProvider

Page 14: How to Shop Smart on AppExchange by Jenn Romaniszak

But is it any good?

Page 15: How to Shop Smart on AppExchange by Jenn Romaniszak

How did you find it?

Page 16: How to Shop Smart on AppExchange by Jenn Romaniszak

Read the Reviews

Page 17: How to Shop Smart on AppExchange by Jenn Romaniszak

Install in a Sandbox

Page 18: How to Shop Smart on AppExchange by Jenn Romaniszak

Free vs Paid

Page 19: How to Shop Smart on AppExchange by Jenn Romaniszak

On the Details TabDocumentation and Support

Page 20: How to Shop Smart on AppExchange by Jenn Romaniszak

On the Details TabDocumentation and Support

Page 21: How to Shop Smart on AppExchange by Jenn Romaniszak

Versions and Editions

Page 22: How to Shop Smart on AppExchange by Jenn Romaniszak

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?

Page 23: How to Shop Smart on AppExchange by Jenn Romaniszak

Installing an App

Graphics Pack by Salesforce Labs

Graphics for Image Formulas, Tabs and Visualforce pages

Page 24: How to Shop Smart on AppExchange by Jenn Romaniszak

Lets go!

This way to installation!

Page 25: How to Shop Smart on AppExchange by Jenn Romaniszak

1. User Permissions2. Login3. Agreement4. “Install for…”5. Magic Time!

Page 26: How to Shop Smart on AppExchange by Jenn Romaniszak

At a Glance…Red Flag Green Light

Reviews LowNumber,LowRating

HighNumber,HighRating;anappwith4starsand100reviewsbeatsonewith5starsandasinglereview.

Supporting Documentation

Difficulttofindinstallationinstructions

Guidewithallthecomponentsthatwillbeincludedisprovidedonthelisting

Release DateReleasedatemorethanayearago;nomentionofSF1orLEX

ReleaseDatesmatchSalesforceReleaseDates

Versions “Version1.0” MultipleVersionRevisions

Page 28: How to Shop Smart on AppExchange by Jenn Romaniszak

Thank Y u

Page 29: How to Shop Smart on AppExchange by Jenn Romaniszak