APP Lifecycle Tutorial
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Transcript of APP Lifecycle Tutorial
AppExchange Partner Program Lifecycle Tutorial
APP Lifecycle Diagram
This brief slide deck explains the processes, environments (orgs), and milestones to help ISV & Channel partners plan an app, build it, distribute it to prospects & customers, market, sell, and support your customers in market. Based on the complexity of your app and your business model, your processes may differ. Work with your ISV Account Executive (AE) to ensure your success at each phase of the lifecycle. There are six primary phases:
Plan Build Distribute Sell Support Market
Let’s Take a Closer Look >
Build Distribute Sell Support
APP Lifecycle Diagram
Market
It all starts with these six phases of the lifecycle. Notice the diagram begins with planning your app, rather than building. This underscores the importance of proper planning for your app and your business before starting development work.
Plan
Build Distribute Sell Support
Sign up
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Business Review (AE)
Market
Once you join the AppExchange Partner Program, you will receive an email with access to our systems & resources. Milestones include a Business Review with an ISV Account Executive (AE), and a Technical Review of important architecture & design considerations.
Plan
Plan Distribute Sell Support
Security Review ($)
Sign up
Packaging Org
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
Business Review (AE)
Market
In the Build phase, use Partner Developer Orgs (for development), Test Orgs (for testing), and a Packaging Org to create a managed package for all of your code. The package is then submitted for Security Review. Passing this review is required before launching your app.
($) – denotes an additional fee may apply, speak with your ISV AE for details
Build
Plan Build Sell Support
Security Review ($)
Trialforce Management Org
Partner website
Sign up
Packaging Org
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
Operations Review
Business Review (AE) Final Contract Review (AE)
Market
($) – denotes an additional fee may apply, speak with your ISV AE for details
Distribute
In the Distribute phase, once you go through Final Contract Review, you will then set up your ISV Business Org ("rst), then your Trialforce Management Org (second) to deliver free trials. A required Operations Review will walk you through the orders & billing process.
ISV Business Org • Campaigns • Leads • Analytics
• Cases • Support Console • Other Apps
• Licenses (LMA) • Opportunities • Order Management
Plan Build Distribute Support
Security Review ($)
Trialforce Management Org
Partner website
Sign up
Packaging Org
FREE TRIALS
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
ISV Business Org • Campaigns • Leads • Analytics
Operations Review
Business Review (AE)
• Cases • Support Console • Other Apps
Final Contract Review (AE) AppExchange Marketing Program (AMP) ($)
• Licenses (LMA) • Opportunities • Order Management
($) – denotes an additional fee may apply, speak with your ISV AE for details
Market Sell
Congratulations! Your app is now live and you are in the Market phase. Use your ISV Business Org to manage your Campaigns & Leads. The AppExchange Marketing Program (AMP) is an option for partners who want to co-sponsor with us to build brand awareness & leads.
Plan Build Distribute Support
Security Review ($)
Trialforce Management Org
Partner website
Sign up
Packaging Org
FREE TRIALS
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
ISV Business Org • Campaigns • Leads • Analytics
Operations Review
Business Review (AE)
• Cases • Support Console • Other Apps
Accelerator Review
Final Contract Review (AE)
Market
• Licenses (LMA) • Opportunities • Order Management
AppExchange Marketing Program (AMP) ($)
($) – denotes an additional fee may apply, speak with your ISV AE for details
Sell
In the Sell phase, you are calling down on free trial leads, managing your pipeline, and closing deals. During this phase, your ISV AE will guide your through an Accelerator Review, including a checklist of proven best practices to help you maximize sales success.
Plan Build Distribute Sell
Security Review ($)
Trialforce Management Org
Partner website
Sign up
Packaging Org
FREE TRIALS
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
ISV Business Org • Campaigns • Leads • Analytics
Operations Review
Business Review (AE)
• Cases • Support Console • Other Apps
Accelerator Review
Final Contract Review (AE) Premier Support ($)
Market
• Licenses (LMA) • Opportunities • Order Management
AppExchange Marketing Program (AMP) ($)
($) – denotes an additional fee may apply, speak with your ISV AE for details
Support
In the Support phase, you are managing cases in your ISV Business Org. You are also using the Subscriber Support Console to troubleshoot & debug customer issues. Premier Support is an option that offers you 24/7, global support with a designated support agent.
Plan Build Distribute Sell Support
Security Review ($) Technical
Review (TE)
APP Lifecycle Diagram
Operations Review
Business Review (AE) Accelerator
Review Final Contract Review (AE) Premier
Support ($)
Market
AppExchange Marketing Program (AMP) ($)
To simplify, look at the core milestones. At every phase we have reviews or optional programs to help you be successful. Build your own project plan around these critical milestones, and take advantage of the optional programs that are offered.
Plan Build Distribute Sell Support
Trialforce Management Org
Packaging Org
Test Org(s)
APP Lifecycle Diagram
Developer Org(s)
ISV Business Org • Campaigns • Leads • Analytics
• Cases • Support Console • Other Apps
Market
• Licenses (LMA) • Opportunities • Order Management
There are several orgs (environments, instances, logins) that are needed. There is no additional charge for these orgs. With the ISV Biz Org, we provide you with 2 free licenses to get started. Use the Environment Hub to help you manage all of your logins.
Plan Build Distribute Sell Support
APP Lifecycle Diagram
Market
Notice at the center of this diagram is AppExchange, our world-class app marketplace. It is also the underlying technology for uploading your managed package, and managing your AppExchange Listing. Gain valuable insights by reviewing other partner listings & assets.
Plan Build Distribute Sell Support
APP Lifecycle Diagram
Market
The new Partner Community re#ects these six phases. The Education tab is organized by the six phases, with learning content to support each phase of the lifecycle. http://partners.salesforce.com/
Plan Build Distribute Sell Support
APP Lifecycle Diagram
Market
On the Collaboration tab, join the Partner Community Chatter Group, and select ‘Email Daily Digest.’ This is our new “Opt-In” email process to stay in touch! http://partners.salesforce.com/
Plan Build Distribute Sell Support
APP Lifecycle Diagram
Market
Plan Build Distribute Market Sell Support
There are recorded APP Academy programs for every phase. Watch these recordings (look on the Education tab of the Partner Community), & review the Resources in each phase for additional deep dive replays. http://partners.salesforce.com/education
Plan Build Distribute Sell Support
Security Review ($)
Trialforce Management Org
Partner website
Sign up
Packaging Org
FREE TRIALS
Test Org(s)
Technical Review (TE)
Partner Portal Partner Community ISVforce Guide APP Academy @partnerforce Online Training (LMS) Submit Cases
APP Lifecycle Diagram
Developer Org(s)
ISV Business Org • Campaigns • Leads • Analytics
Operations Review
Business Review (AE)
• Cases • Support Console • Other Apps
Accelerator Review
Final Contract Review (AE) Premier Support ($)
Market
• Licenses (LMA) • Opportunities • Order Management
AppExchange Marketing Program (AMP) ($)
Well, that’s it! We hope this overview deck has been helpful. Be sure to check out the resources on the new Partner Community. We wish you continued partner success!