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©	
  2015,	
  Right	
  IT	
  Services.	
  rights	
  reserved	
  All	
  	
  
AppExchange	
  
Monday,	
  07th	
  July	
  2015	
  
2	
  
! Launched	
  in	
  2006,	
  the	
  AppExchange	
  is	
  a	
  sharing	
  interface	
  from	
  Salesforce	
  that	
  allows	
  you	
  to	
  browse	
  and	
  share	
  apps	
  and	
  
services	
  for	
  the	
  Force.com	
  plaIorm.	
  
! 	
  AppExchange	
  is	
  your	
  complete	
  marketplace	
  for	
  cloud	
  compuKng	
  applicaKons	
  and	
  consulKng	
  partners.	
  	
  
To	
  use	
  it	
  you	
  must	
  be	
  a	
  Salesforce	
  partner.	
  
! ALer	
  publish	
  one	
  app,	
  with	
  the	
  free	
  LMA	
  (License	
  Management	
  App),	
  you	
  can	
  automaKcally	
  receive	
  no4fica4on	
  every	
  4me	
  
your	
  package	
  (app)	
  is	
  installed	
  or	
  uninstalled,	
  thus	
  leOng	
  you	
  track	
  users	
  and	
  easily	
  noKfy	
  them	
  of	
  any	
  upgrades	
  you	
  publish.	
  	
  
! Available	
  types:	
  Free	
  or	
  Paid	
  (trial	
  opKon	
  available).
	
  
Overview	
  
AppExchange	
  
3	
  
! AppExchange’s	
  Apps	
  run	
  on	
  a	
  Salesforce	
  plaIorm,	
  so	
  they	
  are	
  pre-­‐integrated	
  –	
  Meaning	
  updates	
  are	
  automaKc	
  and	
  for	
  free,	
  
and	
  immediately	
  mobile	
  for	
  any	
  device.	
  
! Therefore	
  the	
  users	
  have	
  a	
  single	
  secure	
  cloud	
  iden4ty.	
  
! To	
  sign	
  up,	
  go	
  to	
  www.salesforce.com/partners	
  and	
  click	
  on	
  "Join	
  Now“.	
  
! Cost	
  to	
  "join"	
  the	
  AppExchange?	
  This	
  cost	
  can	
  be	
  broken	
  down	
  into	
  2	
  components:	
  
! 	
  Cost	
  of	
  licensing	
  Force.com	
  
! The	
  cost	
  of	
  licensing	
  Force.com	
  varies	
  based	
  on	
  the	
  license	
  you	
  are	
  using.	
  Depending	
  on	
  your	
  poten4al	
  user	
  base,	
  as	
  well	
  as	
  your	
  
product/feature	
  set,	
  different	
  licenses	
  may	
  suit	
  you	
  be]er.	
  For	
  instance,	
  the	
  Force.com	
  Unlimited	
  EdiKon	
  costs	
  $75/user/month.	
  
! Cost	
  of	
  lisKng	
  your	
  app	
  on	
  the	
  AppExchange	
  
! Is	
  based	
  on	
  annual	
  security	
  review	
  fees.	
  To	
  ensure	
  that	
  your	
  listed	
  apps	
  conform	
  to	
  salesforce.com's	
  high	
  standards	
  for	
  security,	
  
AppExchange	
  team	
  must	
  review	
  your	
  applicaKon	
  annually	
  prior	
  to	
  renewing	
  your	
  lisKng.	
  	
  
! The	
  costs	
  are	
  $2,700	
  for	
  the	
  first	
  year,	
  $150	
  per	
  year	
  thereaLer.	
  
! If	
  your	
  app	
  is	
  free,	
  there	
  is	
  no	
  cost	
  for	
  security	
  review.	
  
! All	
  the	
  Apps	
  have	
  to	
  be	
  reviewed	
  by	
  AppExchange	
  team,	
  and	
  only	
  then	
  became	
  available	
  in	
  the	
  market.	
  Typically	
  4-­‐6	
  weeks,	
  more	
  or	
  
less,	
  depending	
  on	
  the	
  queue	
  at	
  any	
  given	
  Kme.	
  	
  
How	
  Does	
  AppExchange	
  Work?	
  
AppExchange	
  
4	
  
It	
  all	
  starts	
  with	
  these	
  six	
  phases	
  of	
  the	
  lifecycle.	
  NoKce	
  the	
  diagram	
  begins	
  with	
  planning	
  your	
  app,	
  rather	
  than	
  building.	
  
This	
  underscores	
  the	
  importance	
  of	
  proper	
  planning	
  for	
  your	
  app	
  and	
  your	
  business	
  before	
  starKng	
  development	
  work.	
  
Plan	
  	
  	
   Build	
   Distribute	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
   Market	
   Sell	
   Support	
  
	
  
Sign	
  up	
  
	
  
Partner	
  Portal	
  
Partner	
  Community	
  
ISVforce	
  Guide	
  
APP	
  Academy	
  
@partnerforce	
  
Online	
  Training	
  (LMS)	
  
Submit	
  Cases	
  
Partner	
  website	
  
	
  
How	
  Does	
  AppExchange	
  Work?	
  
Business	
  
Review	
  (AE)	
  
Technical	
  
Review	
  (TE)	
  
Join	
  Now	
  
App	
  Lifecycle	
  Diagram	
  
	
  	
  
• Developer	
  Org(s)	
  
	
  	
  
• Test	
  Org(s)	
  
	
  	
  
• Packaging	
  Org	
  
Security	
  
Review	
  ($)	
  
Final	
  Contract	
  
Review	
  (AE)	
  
Opera4ons	
  
Review	
  
Trialforce	
  Management	
  Org	
  
AppExchange	
  
Marke4ng	
  
Program	
  
(AMP)	
  ($)	
  
ISV	
  Business	
  Org	
  
•	
  Campaigns	
  
•	
  Leads	
  
•	
  Analy4cs	
  
•	
  Licenses	
  (LMA)	
  
•	
  Opportuni4es	
  
•	
  Order	
  Management	
  
•	
  Cases	
  
•	
  Support	
  Console	
  
•	
  Other	
  Apps	
  
Accelerator	
  
Review	
  
Premier	
  
Support	
  ($)	
  
NoKce	
  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	
  LisKng.	
  Gain	
  valuable	
  insights	
  by	
  
reviewing	
  other	
  partner	
  lisKngs	
  &	
  assets.	
  
AppExchange	
  
5	
  
! The	
  creaKve	
  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	
  iniKates	
  the	
  process	
  by	
  creaKng	
  a	
  custom	
  object,	
  custom	
  tab,	
  or	
  set	
  of	
  dashboards	
  and	
  
reports	
  that	
  improves	
  their	
  business.	
  These	
  customers	
  can	
  share	
  their	
  customizaKons	
  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	
  the	
  
funcKonality	
  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	
  from	
  
AppExchange	
  is	
  safe	
  and	
  simple:	
  
1.  Browse	
  —	
  View	
  the	
  descripKons,	
  reviews,	
  and	
  demos	
  of	
  any	
  app	
  from	
  AppExchange.	
  Choose	
  an	
  app	
  that	
  fits	
  your	
  needs.	
  
2.  Test	
  Drive	
  —	
  Review	
  a	
  fully-­‐funcKonal	
  demo	
  of	
  the	
  app	
  as	
  a	
  read-­‐only	
  user	
  and	
  plan	
  your	
  implementaKon.	
  
3.  Install	
  —	
  Add	
  the	
  app	
  and	
  all	
  its	
  components	
  to	
  your	
  Salesforce	
  environment.	
  
4.  Deploy	
  —	
  Immediately	
  give	
  your	
  users	
  access	
  to	
  the	
  app	
  or	
  customize	
  it	
  for	
  a	
  select	
  group	
  of	
  users.	
  
How	
  Does	
  AppExchange	
  Work?	
  
AppExchange	
  
6	
  
! Anyone	
  can	
  browse	
  and	
  test	
  drive	
  AppExchange	
  lisKngs	
  through	
  Trialforce.	
  	
  
! Salesforce	
  administrators	
  and	
  users	
  with	
  the	
  “Download	
  AppExchange	
  Packages”	
  permission	
  can	
  install	
  AppExchange	
  apps.	
  	
  
! To	
  publish	
  an	
  app	
  on	
  the	
  AppExchange,	
  a	
  user	
  must	
  have	
  both	
  “Create	
  AppExchange	
  Packages”	
  and	
  
“Upload	
  AppExchange	
  Packages”	
  permissions.	
  
! If	
  the	
  App	
  that	
  you	
  choose	
  is	
  paid,	
  the	
  AppExchange	
  allows	
  you	
  to	
  pay	
  on	
  a	
  secure	
  way:	
  
! If	
  you	
  want	
  	
  to	
  develop	
  a	
  Force.com	
  app	
  and	
  sell	
  it,	
  you	
  will	
  want	
  to	
  use	
  Developer	
  Edi4on	
  (free).	
  	
  
! Neither	
  Free	
  Edi4on	
  nor	
  Enterprise	
  Edi4on	
  is	
  to	
  be	
  used	
  if	
  you	
  are	
  developing	
  a	
  custom	
  applica4on	
  to	
  sell	
  to	
  others.	
  	
  
! Developer	
  EdiKon	
  allows	
  you	
  to	
  create	
  Managed	
  Packages	
  which	
  is	
  the	
  core	
  Force.com	
  vehicle	
  for	
  distribuKng	
  applicaKons.	
  
! Beta	
  apps	
  can	
  only	
  be	
  installed	
  into	
  sandboxes	
  or	
  Developer	
  ediKons.	
  
Who	
  Can	
  Use	
  the	
  AppExchange?	
  
AppExchange	
  
7	
  
! 	
  AppExchange	
  is	
  your	
  complete	
  marketplace	
  for	
  cloud	
  compuKng	
  applicaKons	
  and	
  consulKng	
  partners.	
  
! The	
  users	
  have	
  a	
  single	
  secure	
  cloud	
  iden4ty.	
  
! If	
  you’ll	
  be	
  publishing	
  apps	
  on	
  the	
  AppExchange,	
  install	
  the	
  free	
  License	
  Management	
  App	
  (LMA).	
  
! Any	
  Salesforce	
  customer	
  can	
  register	
  and	
  publish	
  their	
  apps	
  on	
  AppExchange.	
  
! All	
  Apps	
  have	
  to	
  be	
  reviewed	
  by	
  AppExchange	
  team,	
  and	
  only	
  then	
  became	
  available	
  in	
  the	
  market.	
  
! If	
  it’s	
  free	
  you	
  don’t	
  pay	
  to	
  publish	
  or	
  to	
  use.	
  
! To	
  publish	
  an	
  app	
  on	
  the	
  AppExchange,	
  a	
  user	
  must	
  have	
  both	
  “Create	
  AppExchange	
  Packages”	
  and	
  
“Upload	
  AppExchange	
  Packages”	
  permissions.	
  
! It's	
  important	
  to	
  consider	
  the	
  importance	
  of	
  branding	
  while	
  designing	
  your	
  app	
  lisKngs.	
  
Lesson	
  Learned	
  
AppExchange	
  
8	
  
! Ge^ng	
  Started	
  -­‐>	
  haps://appexchange.salesforce.com/ge^ngStarted	
  	
  
! Agreement	
  Terms	
  -­‐>	
  haps://appexchange.salesforce.com/useragreementVideos	
  	
  
! Became	
  a	
  Partner	
  -­‐>	
  haps://partners.salesforce.com/	
  	
  
! App	
  Vendors	
  -­‐>	
  haps://partners.salesforce.com/s/educa4on/Security_Review	
  	
  
! FAQs	
  -­‐>	
  haps://developer.salesforce.com/page/Webinar_FAQ:_AppExchange_for_Developers	
  
! Best	
  Prac4ces	
  -­‐>	
  hap://www.salesforce.com/us/developer/docs/packagingGuide/index.htm	
  	
  	
  
! LMA	
  (License	
  Management	
  App)	
  -­‐>	
  hap://www.salesforce.com/us/developer/docs/packagingGuide/index.htm	
  	
  	
  
! Games	
  -­‐>	
  hap://www.matchapps.cool/	
  	
  
Links	
  
AppExchange	
  
WHEN	
  YOU	
  HAVE	
  TO	
  DO	
  IT,	
  DO	
  IT	
  RIGHT	
  
©	
  2015,	
  Right	
  IT	
  Services.	
  All	
  rights	
  reserved	
   Rua	
  Ode]e	
  Saint	
  Maurice	
  |	
  Lote	
  3L	
  |	
  Escritório	
  A	
  	
  |	
  1700-­‐921	
  Lisboa	
  |	
  Portugal	
  	
  |+351	
  218	
  232	
  261	
  |	
  +351	
  215	
  975	
  418	
  
AppExchange	
  
Monday,	
  07th	
  July	
  2015	
  
Hugo	
  Costa	
  |	
  Technical	
  Architect	
  	
  

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Rits Brown Bag - Salesforce AppExchange

  • 1. ©  2015,  Right  IT  Services.  rights  reserved  All     AppExchange   Monday,  07th  July  2015  
  • 2. 2   ! Launched  in  2006,  the  AppExchange  is  a  sharing  interface  from  Salesforce  that  allows  you  to  browse  and  share  apps  and   services  for  the  Force.com  plaIorm.   !  AppExchange  is  your  complete  marketplace  for  cloud  compuKng  applicaKons  and  consulKng  partners.     To  use  it  you  must  be  a  Salesforce  partner.   ! ALer  publish  one  app,  with  the  free  LMA  (License  Management  App),  you  can  automaKcally  receive  no4fica4on  every  4me   your  package  (app)  is  installed  or  uninstalled,  thus  leOng  you  track  users  and  easily  noKfy  them  of  any  upgrades  you  publish.     ! Available  types:  Free  or  Paid  (trial  opKon  available).   Overview   AppExchange  
  • 3. 3   ! AppExchange’s  Apps  run  on  a  Salesforce  plaIorm,  so  they  are  pre-­‐integrated  –  Meaning  updates  are  automaKc  and  for  free,   and  immediately  mobile  for  any  device.   ! Therefore  the  users  have  a  single  secure  cloud  iden4ty.   ! To  sign  up,  go  to  www.salesforce.com/partners  and  click  on  "Join  Now“.   ! Cost  to  "join"  the  AppExchange?  This  cost  can  be  broken  down  into  2  components:   !  Cost  of  licensing  Force.com   ! The  cost  of  licensing  Force.com  varies  based  on  the  license  you  are  using.  Depending  on  your  poten4al  user  base,  as  well  as  your   product/feature  set,  different  licenses  may  suit  you  be]er.  For  instance,  the  Force.com  Unlimited  EdiKon  costs  $75/user/month.   ! Cost  of  lisKng  your  app  on  the  AppExchange   ! Is  based  on  annual  security  review  fees.  To  ensure  that  your  listed  apps  conform  to  salesforce.com's  high  standards  for  security,   AppExchange  team  must  review  your  applicaKon  annually  prior  to  renewing  your  lisKng.     ! The  costs  are  $2,700  for  the  first  year,  $150  per  year  thereaLer.   ! If  your  app  is  free,  there  is  no  cost  for  security  review.   ! All  the  Apps  have  to  be  reviewed  by  AppExchange  team,  and  only  then  became  available  in  the  market.  Typically  4-­‐6  weeks,  more  or   less,  depending  on  the  queue  at  any  given  Kme.     How  Does  AppExchange  Work?   AppExchange  
  • 4. 4   It  all  starts  with  these  six  phases  of  the  lifecycle.  NoKce  the  diagram  begins  with  planning  your  app,  rather  than  building.   This  underscores  the  importance  of  proper  planning  for  your  app  and  your  business  before  starKng  development  work.   Plan       Build   Distribute                       Market   Sell   Support     Sign  up     Partner  Portal   Partner  Community   ISVforce  Guide   APP  Academy   @partnerforce   Online  Training  (LMS)   Submit  Cases   Partner  website     How  Does  AppExchange  Work?   Business   Review  (AE)   Technical   Review  (TE)   Join  Now   App  Lifecycle  Diagram       • Developer  Org(s)       • Test  Org(s)       • Packaging  Org   Security   Review  ($)   Final  Contract   Review  (AE)   Opera4ons   Review   Trialforce  Management  Org   AppExchange   Marke4ng   Program   (AMP)  ($)   ISV  Business  Org   •  Campaigns   •  Leads   •  Analy4cs   •  Licenses  (LMA)   •  Opportuni4es   •  Order  Management   •  Cases   •  Support  Console   •  Other  Apps   Accelerator   Review   Premier   Support  ($)   NoKce  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  LisKng.  Gain  valuable  insights  by   reviewing  other  partner  lisKngs  &  assets.   AppExchange  
  • 5. 5   ! The  creaKve  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  iniKates  the  process  by  creaKng  a  custom  object,  custom  tab,  or  set  of  dashboards  and   reports  that  improves  their  business.  These  customers  can  share  their  customizaKons  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  the   funcKonality  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  from   AppExchange  is  safe  and  simple:   1.  Browse  —  View  the  descripKons,  reviews,  and  demos  of  any  app  from  AppExchange.  Choose  an  app  that  fits  your  needs.   2.  Test  Drive  —  Review  a  fully-­‐funcKonal  demo  of  the  app  as  a  read-­‐only  user  and  plan  your  implementaKon.   3.  Install  —  Add  the  app  and  all  its  components  to  your  Salesforce  environment.   4.  Deploy  —  Immediately  give  your  users  access  to  the  app  or  customize  it  for  a  select  group  of  users.   How  Does  AppExchange  Work?   AppExchange  
  • 6. 6   ! Anyone  can  browse  and  test  drive  AppExchange  lisKngs  through  Trialforce.     ! Salesforce  administrators  and  users  with  the  “Download  AppExchange  Packages”  permission  can  install  AppExchange  apps.     ! To  publish  an  app  on  the  AppExchange,  a  user  must  have  both  “Create  AppExchange  Packages”  and   “Upload  AppExchange  Packages”  permissions.   ! If  the  App  that  you  choose  is  paid,  the  AppExchange  allows  you  to  pay  on  a  secure  way:   ! If  you  want    to  develop  a  Force.com  app  and  sell  it,  you  will  want  to  use  Developer  Edi4on  (free).     ! Neither  Free  Edi4on  nor  Enterprise  Edi4on  is  to  be  used  if  you  are  developing  a  custom  applica4on  to  sell  to  others.     ! Developer  EdiKon  allows  you  to  create  Managed  Packages  which  is  the  core  Force.com  vehicle  for  distribuKng  applicaKons.   ! Beta  apps  can  only  be  installed  into  sandboxes  or  Developer  ediKons.   Who  Can  Use  the  AppExchange?   AppExchange  
  • 7. 7   !  AppExchange  is  your  complete  marketplace  for  cloud  compuKng  applicaKons  and  consulKng  partners.   ! The  users  have  a  single  secure  cloud  iden4ty.   ! If  you’ll  be  publishing  apps  on  the  AppExchange,  install  the  free  License  Management  App  (LMA).   ! Any  Salesforce  customer  can  register  and  publish  their  apps  on  AppExchange.   ! All  Apps  have  to  be  reviewed  by  AppExchange  team,  and  only  then  became  available  in  the  market.   ! If  it’s  free  you  don’t  pay  to  publish  or  to  use.   ! To  publish  an  app  on  the  AppExchange,  a  user  must  have  both  “Create  AppExchange  Packages”  and   “Upload  AppExchange  Packages”  permissions.   ! It's  important  to  consider  the  importance  of  branding  while  designing  your  app  lisKngs.   Lesson  Learned   AppExchange  
  • 8. 8   ! Ge^ng  Started  -­‐>  haps://appexchange.salesforce.com/ge^ngStarted     ! Agreement  Terms  -­‐>  haps://appexchange.salesforce.com/useragreementVideos     ! Became  a  Partner  -­‐>  haps://partners.salesforce.com/     ! App  Vendors  -­‐>  haps://partners.salesforce.com/s/educa4on/Security_Review     ! FAQs  -­‐>  haps://developer.salesforce.com/page/Webinar_FAQ:_AppExchange_for_Developers   ! Best  Prac4ces  -­‐>  hap://www.salesforce.com/us/developer/docs/packagingGuide/index.htm       ! LMA  (License  Management  App)  -­‐>  hap://www.salesforce.com/us/developer/docs/packagingGuide/index.htm       ! Games  -­‐>  hap://www.matchapps.cool/     Links   AppExchange  
  • 9. WHEN  YOU  HAVE  TO  DO  IT,  DO  IT  RIGHT   ©  2015,  Right  IT  Services.  All  rights  reserved   Rua  Ode]e  Saint  Maurice  |  Lote  3L  |  Escritório  A    |  1700-­‐921  Lisboa  |  Portugal    |+351  218  232  261  |  +351  215  975  418   AppExchange   Monday,  07th  July  2015   Hugo  Costa  |  Technical  Architect