Many of you may know that Salesforce AppExchange is the world’s leading marketplace for business apps. It is easy to surf and try out as many apps as you want. However, not many users know what to do to take them to use. From our customer experience, here are the top 5 things you need to know when installing Salesforce Apps.
1. Who can install Saleforce Apps?
Basically, anyone can browse and explore the AppExchange demos and test drives. Salesforce administrators and users with the “Download AppExchange packages” permission can install AppExchange apps. A read-only user without permission to install can only watch demos or test drive the solution with the core functionality. If they see the need to install, they should contact their organization’s Salesforce admin or system manager.
2. Install to which org?
It depends on your purpose of installing. Salesforce provides users with two destinations of installation, Production Org or Sandbox Org. Before installing the desired app into your Production Org, it is recommended that you first install the app into a Sandbox Org. This allows you to have a play ground to test and run the apps with pre-determined data under unlimited time. You will be able to create, edit, and delete records within the newly installed apps. None of these actions are available within a test drive.
Meanwhile, installing to your Production Org means that you can have an actual impact and real drive of your organization data. Many Salesforce Apps offer free trials for 7, 14 or 30 days. After that trial period, you will not have access to those apps anymore. But no worries, if you want to give it another try or decide to purchase, you should contact that app provider (known as Salesforce ISV Partner). They are always happy to help you!
3. Who has access to the app?
During the installation process, you’ll be given the option of making the app available to all users, some users, or just admins. If you make the app only visible to admins, you can make it available to other profiles later.
4. What to do to get the app to function properly?
An important note to AppExchange user is to read installation instruction properly. Some of the apps require post-installation when the initial installation is completed on Salesforce. We noticed that not many users take this step seriously, neither do I (when I was an SFDC beginner). The post-installation is meant for custom buttons, custom fields, permission set, package management, etc. They are crucial for the app to work smoothly with a complete set of features.
Some of our customers once said that their employees could not access the app nor see some functionalities. After a while, we figured out that their SF admin did not grant access to site-wide or specific users. Again, permission set is important. Besides, for some paid apps, user license or site-wide license is also worth taking into consideration.
5. Paid or free Salesforce Apps?
Considering your needs and long-term benefits, we think that there is always a cost for everything. Small business with a lean team may take huge advantage of free apps. Meanwhile, medium and large sized organization usually go with paid Salesforce apps. It is obvious that paid apps will offer a more secure service, support and constant development during the subscription. Custom development is also available for huge investment.
–Meeting Assistant team–
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