Salesforce Appexchange Install Guide

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Transcript of Salesforce Appexchange Install Guide

  • Version 24.0: Spring '12

    Application Installation Guide

    Last updated: March 17 2012

    Copyright 20002012 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com, inc., as are othernames and marks. Other marks appearing herein may be trademarks of their respective owners.

  • Table of Contents

    What is AppExchange?.........................................................................................................................2Selling on the AppExchange.....................................................................................................................................................2How Does AppExchange Work?..............................................................................................................................................2Who Can Use AppExchange?...................................................................................................................................................3

    Before Installing a Package...................................................................................................................4Taking a Test Drive..................................................................................................................................................................4Verifying Requirements.............................................................................................................................................................4Determining if the App Supports Upgrades..............................................................................................................................4

    Installing Packages..............................................................................................................................5

    App Rollout.........................................................................................................................................8Review Best Practices for Use...................................................................................................................................................8

    After Installing a Package.....................................................................................................................9Managing Package Installations................................................................................................................................................9Uninstalling a Package............................................................................................................................................................10

    FAQ..................................................................................................................................................12Can I uninstall packages that I installed from AppExchange?................................................................................................12Why did my uninstall fail?.......................................................................................................................................................12Who can use AppExchange?...................................................................................................................................................12Why did my install or upgrade fail?.........................................................................................................................................12Can I customize AppExchange packages?...............................................................................................................................13Who can use AppExchange packages?....................................................................................................................................13How secure are the components I install?...............................................................................................................................13What happens to my namespace prefix when I install a package?...........................................................................................13Can I reinstall an AppExchange package after uninstalling it?...............................................................................................13Why do the custom apps, objects, and tabs in an installed package appear to not affect the limits for my Salesforce

    Edition?.............................................................................................................................................................................14

    Glossary.............................................................................................................................................15

    i

    Table of Contents

  • What is AppExchange?

    Selling on the AppExchangeWelcome to the AppExchange, your complete marketplace for cloud computing applications and consulting partners. Beforeyou can make your own app or service publicly available to potential customers (also known as publishing a listing), you mustbe a salesforce.com partner. If you're not a partner, visit http://www.salesforce.com/partners to learn more.

    Before You Get StartedFor detailed instructions on how to create a package (app), refer to the ISVforce User Guide.

    If youll be publishing apps on the AppExchange, install the free License Management App (LMA) app. With the LMA youcan automatically receive notification every time your package (app) is installed or uninstalled, thus letting you track users andeasily notify them of any upgrades you publish.

    Decide how you want to structure your salesforce.com organizations. All your app and service listings must be published undera single salesforce.com org, known as your master AppExchange Publishing Organization (APO). The APO, which in mostcases is the same org you use to manage your licenses, is where you'll manage all your AppExchange publishing. It providesthe profile details that customers see when browsing your listings. The Developer edition orgs where you create and uploadyour app should be linked to the APO as child orgs. This lets you log into the APO to manage all the packages (apps) andtrial templates (sample versions of your app) that your listings provide regardless of which org you used to create the apps.

    How Does AppExchange Work?The creative power behind each AppExchange app is a Salesforce user. AppExchange gives users a place to create, publish,or install apps and extensions to Salesforce. Briefly, here is how Force.com AppExchange works.

    Create

    Any Salesforce user initiates the process by creating a custom object, custom tab, or set of dashboards and reports thatimproves their business. These customers can share their customizations with other Salesforce users as an app or extension.

    Publish

    Any Salesforce customer can register and publish their apps on AppExchange. They can also create a demo of thefunctionality included in the app for customers to view before installing.

    Install

    Salesforce administrators can choose to install any app published to AppExchange. Installing a published app fromAppExchange is safe and simple:

    Browse

    View the descriptions, reviews, and demos of any app from AppExchange. Choose an app that fits your needs.

    Test Drive

    Review a fully-functional demo of the app as a read-only user and plan your implementation.

    2

    What is AppExchange?

  • Install

    Add the app and all its components to your Salesforce environment. Deploy Immediately give your users accessto the app or customize it for a select group of users.

    Deploy

    Immediately give your users access to the app or customize it for a select group of users.

    Who Can Use AppExchange?Anyone can browse and test drive AppExchange listings. Salesforce administrators and users with the Download AppExchangepackages permission can install AppExchange apps. To publish an app on AppExchange, a user must have both CreateAppExchange packages and Upload AppExchange packages permissions.

    3

    What is AppExchange?

  • Before Installing a PackageBefore you begin, review the apps and determine how they fit into your current implementation of Salesforce.

    Taking a Test DriveA test drive is a new fully functional Developer Edition Salesforce environment that contains the app. If the app provider alsoprovides a test drive, go to http://sites.force.com/appexchange to test drive the app before you install it.

    Verifying RequirementsEvery application has its own requirements. To verify that an app is compatible with your organization, click the Spec tab andreview the system requirements information.

    Determining if the App Supports UpgradesUpgradeable apps are those that come from managed packages.

    4

    Before Installing a Package

  • Installing PackagesAvailable in: Group, Professional, Enterprise, Unlimited, and Developer Editions

    User Permissions Needed

    Download AppExchange packagesTo install packages:

    To install a package from AppExchange, follow this procedure from the beginning. If you received an installation link, clickthe link and skip to the Enter the requested information step.

    Caution: If the app is in a managed package, you cannot change some Salesforce components after you install them.For a list of editable components in a managed package, see the ISVforce User Guide. Managed packages also have anamespace prefix that is prepended to all uniquely named components, such as custom fields. For more informationon namespace prefixes, see Registering a Namespace Prefix in the Salesforce online help.

    Note: Only one person in your organization can install or upload a package at a time.

    1. Click Your Name > Setup > Installed Pack