What is the Salesforce AppExchange? Packages Installation Guide

What is the Salesforce AppExchange?

The Salesforce AppExchange in the marketplace offers cloud-computing apps and consulting services. Before you make your own app or service publicly available to potential customers, be a Salesforce partner first. The major asset of the AppExchange is the Salesforce user. It gives users the flexibility to create, publish, and install apps. Here is how the Salesforce AppExchange platform works:

• Create: A Salesforce user starts the process by creating custom objects, custom tabs, set of dashboards, reports to improve the overall business processes. Customers are free to share customizations with other Salesforce users as an application or extension.
• Publish: A Salesforce user can publish or register the application on AppExchange. He creates the demo of functionality included in the app to view by others before it is actually installed by users.
• Install: The app installation from AppExchange is safe and simple. Salesforce admins can choose to install apps from AppExchange when required. Once the app is installed, add the application and its components to the Salesforce environment.
• Browse: Before you install any application, check the description and demo of the application from AppExchange.
• Test Drive: Review the complete functional demo of the application as the read-only user and plan the implementation.
• Deploy: Give your users access to the application or you can customize it for a selected group of users as well.

If you are still not sure who should use the AppExchange. Here is the information for you. Anyone with the permission to “Download AppExchange packages” can install AppExchange apps. To publish an application, the user must have both “Create AppExchange packages” and “Upload AppExchange Packages” permissions.

Topics to be covered in the Blog:

1. What is Salesforce AppExchange and how it works?
2. Things to consider before installing a Package
3. Unauthorized Managed Packages
4. How to install packages in Salesforce AppExchange?

The first topic we have discussed already as part of the blog introduction. Moving ahead, let us learn the requirements to consider before installing a Salesforce package.

Things to Consider before Installing a Package

• Before you start with the package installation, review the app first and check how they fit into the current Salesforce implementation.
• If an application provider provides a test drive then go for the test drive before you install it.
• Every app has its own requirements. Don’t forget to verify app specifications first and check the system requirements information.
• Don’t forget to see if the application supports upgrades or not.

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Unauthorized Managed apps

Before submitting an application or package to AppExchange, users should submit their product for security review. When you install a managed app, it is allowed to distribute to other users. If there is some application that is not authorized for installation, Salesforce will notify for the same.

The notification appears when you configure the package installation settings. Before the package installation, you should understand whether the package is authorized or not for distribution.

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How to install packages in Salesforce AppExchange?

To install packages, you must have the download AppExchange Packages permission. For package installation, you should follow this guide from the beginning. If you receive the installation link then click the link and start with the installation. For the managed apps, you are not allowed to change Salesforce components settings, once they are installed.

Managed apps also have a namespace prefix that is prepended to all uniquely named components like custom fields. Only one person can install or upload the package at one time.

• Click the AppExchange link or visit the appexchange.com site directly.
• Browse the site and find the desired application that you want to install.
• Choose the “Get it Now” option from the application information page. If there is no “Get it Now” option then it may be the partner app to use outside the Salesforce.
• Now select the environment type, production or sandbox. Give the needed information for both environments.
• For example, enter the username and password for the production environment, read the user items, click the “I agree” checkbox then Click Install.

For example, enter username and password for the production environment, read the user items, click the “I agree” checkbox then Click Install.

For the sandbox environment, add the information in the form given and submit the details. The package is removed from the sandbox environment when you create a new sandbox copy.

• Sometimes, packages are protected by passwords. In that case, you will get the password through the publisher.
• Now review the package items carefully and click Continue. If you are upgrading the managed app then check the list of items that can be upgraded. A few details like record types or validation rules are not given in the package item list but installed with other items.
• Check the API access for the package components if they are granted or not. If granted, click Next to continue. If they are not acceptable then click Cancel.
• To install unmanaged apps, select “resolve naming conflicts automatically”. When it is installed, you may change the component name in the package being installed.
• For the enterprise, developer, unlimited, and performance editions choose the security options and click Next.

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Install for Admins Only

There are a few options that loaded for administrator profile only, so you have to be extra careful here. These are object permissions, field-level security, Apex classes, Visualforce pages, Tab settings, App settings, page layout settings, Record type settings etc. Make sure that you have chosen appropriate user and object settings on custom fields as needed.

• Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
• Field-level security—set to visible and editable for all fields
• Apex classes—enabled
• Visualforce pages—enabled
• App settings—enabled
• Tab settings—determined by the package creator
• Page layout settings—determined by the package creator
• Record Type settings—determined by the package creator

Install for All Users

There are a few options that are enabled for internal custom profiles. These are object permissions, field-level security, Apex classes, Visualforce pages, Tab settings, App settings, page layout settings, Record type settings etc.

• Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled
• Field-level security—set to visible and editable for all fields
• Apex classes—enabled
• Visualforce pages—enabled
• App settings—enabled
• Tab settings—determined by the package creator
• Page layout settings—determined by the package creator
• Record Type settings—copied from admin profile

There are a few options that should be enabled for specific profiles only. You can set each profile to have full access, no access, or customize access for the new package and its related components. Here are setting options for the profile, you want to give the full access.

• Full Access—Specifies the following settings for each profile.
• Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
• Field-level security—set to visible and editable for all fields
• Apex classes—enabled
• Visualforce pages—enabled
• App settings—enabled
• Tab settings—determined by the package creator
• Page layout settings—determined by the package creator
• Record Type settings—determined by the package creator

If you don’t want to give any access to the user profile then use the same settings except all object permissions are disabled. You might see other options too for the custom profile that depends on the publisher. You can incorporate the publisher’s settings without affecting your settings. Choose the name for the profile, apply custom settings and the profile current settings remain intact.

• If you skip the access option for profiles then Salesforce gives full access to each profile by default.
• Now choose the “Install” option to install the package you have selected. Click “OK” and configure the installed packages in the Salesforce online Help.
• If the package required appropriate permissions then set permissions as needed by users. For managed packages, you cannot make changes to permission sets but subsequent upgrades will happen automatically.
• To reinstall a package, you should import the package data again that is received after uninstalling the package.
• If you are installing a managed package then click the Manage License option and assign licenses to users. See the licenses for managed and installed packages in the Salesforce online help.

Final Words

After the Salesforce AppExchange Package installation, manage it the same way, you manage other standard apps. The management of packages in Salesforce AppExchange includes assigning licenses to users, and packages uninstallation, and exporting the package data.

To know more about Salesforce AppExchange and how to manage apps within AppExchange, you should practice the concepts at JanBask Training by joining our Salesforce certification program online and mastering the cloud concepts that are most demanded in the IT marketplace these days.

To know more about Salesforce AppExchange and how to manage apps within AppExchange, you should practice the concepts at JanBask Training by joining our Salesforce certification program online and master the cloud concepts that are most demanded in the IT marketplace these days.

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