Salesforce AppExchange Superhero North England User Group 2nd july

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Become an AppExchange Superhero

Transcript of Salesforce AppExchange Superhero North England User Group 2nd july

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Become anAppExchangeSuperhero

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Agenda

IntroWhy bother ?Get with the ProgrammeBuilding your 1st AppPublishing your AppPassing the Dreaded Security ReviewMonetising your App

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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

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RICHARD CLARKChief Technology Officer @RichClark808

AppExchange Creds• Product Integration Tool• EnthCast• EnthClone• PracticeEPR• TotalABA• Passport• Passport for Communities• Ideatter

Coming soon: Video Conference (Tokbox)

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Why Build Apps ?Community Kudos!

To harvest Leads

For re-use

Aloha App Status (e.g. App & Tab Limits…)

Apex/VF for PE Orgs

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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

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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

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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

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Demo: Building your 1st App

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• 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

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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

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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

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Publishing Console, LMA and Subscribers

Demo

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• 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

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Security Review Not as scary as it seems

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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)

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The end result…!

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Monetising your AppAppExchange Checkout (Stripe)

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AppExchange CheckoutUses Stripe for Payment Management *

Automates Billing, Collections & Renewals

Discount Codes

One off or Subscription Models

Managed Packages Only

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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

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Q&ARICHARD CLARKCTO, makepositive

@RichClark808

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