Best practices for AppExchange app installation

On April 3, 2017, Posted by , In Salesforce, With No Comments

AppExchange is the business app store from Salesforce. It is the world’s leading business app marketplace. AppExchange apps are customized for Salesforce and extend Salesforce to every department and every industry. It’s a proven ecosystem of apps with millions of installs and thousands of customer reviews to help you find the best match for your business.

Before installing an AppExchange application to your production instance of Salesforce, always be sure to verify the requirements, test the functionality of the app listing, and consider these important best practices:

Edition Compatibility

Verify the app which includes the components that are compatible with your Salesforce edition. For that you have to check the detail on the app’s listing page and subsequently confirm that your edition is listed under “Salesforce Edition”.

Requirement of custom objects or tabs

Make confirm that AppExchange apps include Custom Objects and Custom Tabs that will add to your organizations total limit, hence make sure that it won’t cause you to exceed the maximum limit.

Go through external services

Check if your new app has reference to an external service; make sure that your org. has access to those services.

Functionality Check

Most of the apps have features of test drive for use so you can check the core functionality of app according to your requirement before installation.

App installation in Developer Edition or Sandbox

First install the app into either a Developer Edition or a Sandbox Edition organization to preview and test the application according to your requirement before you install into your production organization. Here you will get the option to create, edit and delete records (none of these actions are available within a Test Drive).

Show app functionality preview

Invite stakeholder into the sandbox or developer edition org. to preview the app functionality or invite your stakeholders to a demo of the app.

Install app in production org.

After successful test of functionality of app install the app to your production organization.

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