Salesforce AppExchange: 9 Simple Rules for Savvy Sales Leaders
Salesforce AppExchange Superhero North England User Group 2nd july
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Transcript of Salesforce AppExchange Superhero North England User Group 2nd july
Become anAppExchangeSuperhero
Agenda
IntroWhy bother ?Get with the ProgrammeBuilding your 1st AppPublishing your AppPassing the Dreaded Security ReviewMonetising your App
Salesforce PLATINUM Partner
More than 400 successful Salesforce project deliveries
Leaders in Customer Engagement solutions
#1 Professional Services Partner for Salesforce in the UK
Innovation
Passion
About makepositive
RICHARD CLARKChief Technology Officer @RichClark808
AppExchange Creds• Product Integration Tool• EnthCast• EnthClone• PracticeEPR• TotalABA• Passport• Passport for Communities• Ideatter
Coming soon: Video Conference (Tokbox)
Why Build Apps ?Community Kudos!
To harvest Leads
For re-use
Aloha App Status (e.g. App & Tab Limits…)
Apex/VF for PE Orgs
What Apps can I build ?
• A Data Model: i.e. Group of related Custom Objects
• Corporate wide configuration(s)
• Complete Application (Objects, Workflows, Processes, Dashboards, Profiles)
• Salesforce1 Apps (Compact Layouts, Publisher Actions, Flexipages)
• HR, Finance, Timesheets, Asset Register, Training Log…
• Anything you might put into a Spreadsheet and use more than once
AppExchange ProgrammeApp Builders, ISV Partners & OEM Partners
2 Sales Cloud License Org for ISVs and OEMs
Access to Partner Community Content & Roadmap
LMA & Partner Order Apps
Paid Apps 15 / 25% PNR
Security Review Fee for Paid Apps
Trialforce & Testdrive
SET UP A NEW DEVELOPER ORG *
CONFIGURE YOUR APPLICATION
BUILD A PACKAGE & TEST INSTALLATION
APPEXCHANGE SIGN UP, PUBLISHER CONSOLE
SUBMIT SECURITY REVIEW
VIDEOS, SCREENSHOTS, REVIEWS
Steps
Demo: Building your 1st App
• Patience is a virtue *
• Managed vs Unmanaged
• Be aware of SFDC License
Limits (e.g. Record Types)
• Be aware of feature limits **
• Include Permission Sets, User
Profile and Admin Profile
• Use a Custom Setting
• Focus on MVP
• Test Install on Org Editions
Tips
SET UP A NEW DEVELOPER ORG
CONFIGURE YOUR APPLICATION
BUILD A PACKAGE & TEST INSTALLATION
APPEXCHANGE SIGN UP, PUBLISHER CONSOLE
SUBMIT SECURITY REVIEW
VIDEOS, SCREENSHOTS, REVIEWS
Steps
Publishing Console
Publishing Console is where you manage your Apps/Services Listing
Link your DE Orgs (1 Org = 1 Managed, multiple unmanaged)
Manage Security Review process
Link to your Sales Cloud Org for Leads & Campaign
Publishing Console, LMA and Subscribers
Demo
• Use 1 Org for Publishing and LMA
• Build a Free App first
• Demand for Salesforce1 Apps
• Raise Case if need to Unmanage *
• Balance support with availability
• Videos, Screenshots, Install Guide
• Clear branding
• Reach out to the Success
Community & MVPs
Tips
Security Review Not as scary as it seems
Security Review
• Run Checkmarx Scanner *
• False Positives Document
• Install to Trial Org (or DE)
• Configure Sample Data
• Submit from Pub Console
• Pay Security fee (paid apps)
• Re-submit each year
• Auto Pass for each new version, but
you have to submit
• Busy before Dreamforce (July – Sep)
The end result…!
Monetising your AppAppExchange Checkout (Stripe)
AppExchange CheckoutUses Stripe for Payment Management *
Automates Billing, Collections & Renewals
Discount Codes
One off or Subscription Models
Managed Packages Only
ResourcesAppExchange Programme Signup• https://appexchange.salesforce.com/gettingStarted
Dev Org Sign Up• https://developer.salesforce.com/signup
Appexchange• http://appexchange.salesforce.com
Appexchange Checkout• http://sforce.co/1IQxvbc
Security Review• https://developer.salesforce.com/page/Security_Review
Q&ARICHARD CLARKCTO, makepositive
@RichClark808
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