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Become an
AppExchange
Superhero
Agenda
Intro
Why bother ?
Get with the Programme
Building your 1st App
Publishing your App
Passing the Dreaded Secur...
Salesforce PLATINUM Partner
More than 400 successful Salesforce project deliveries
Leaders in Customer Engagement solution...
RICHARD CLARK
Chief Technology Officer
@RichClark808
AppExchange Creds
• Product Integration Tool
• EnthCast
• EnthClone
•...
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 ...
AppExchange Programme
App Builders, ISV Partners & OEM Partners
2 Sales Cloud License Org for ISVs and OEMs
Access to Part...
SET UP A NEW DEVELOPER ORG *
CONFIGURE YOUR APPLICATION
BUILD A PACKAGE & TEST INSTALLATION
APPEXCHANGE SIGN UP, PUBLISHER...
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 featur...
SET UP A NEW DEVELOPER ORG
CONFIGURE YOUR APPLICATION
BUILD A PACKAGE & TEST INSTALLATION
APPEXCHANGE SIGN UP, PUBLISHER C...
Publishing Console
Publishing Console is where you
manage your Apps/Services Listing
Link your DE Orgs (1 Org = 1
Managed,...
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...
Security Review
Not as scary as it seems
Security Review
• Run Checkmarx Scanner *
• False Positives Document
• Install to Trial Org (or DE)
• Configure Sample Dat...
The end result…!
Monetising your App
AppExchange Checkout (Stripe)
AppExchange Checkout
Uses Stripe for Payment Management *
Automates Billing, Collections & Renewals
Discount Codes
One off...
Resources
AppExchange Programme Signup
• https://appexchange.salesforce.com/gettingStarted
Dev Org Sign Up
• https://devel...
Q&A
RICHARD CLARK
CTO, makepositive
@RichClark808
31
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
Salesforce AppExchange Superhero North England User Group 2nd july
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Salesforce AppExchange Superhero North England User Group 2nd july

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Overview of building applications using the Salesforce AppExchange. Building your first app, packaging and testing it, getting it through the security review and monetising using checkout.

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Salesforce AppExchange Superhero North England User Group 2nd july

  1. 1. Become an AppExchange Superhero
  2. 2. Agenda Intro Why bother ? Get with the Programme Building your 1st App Publishing your App Passing the Dreaded Security Review Monetising your App
  3. 3. 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
  4. 4. RICHARD CLARK Chief Technology Officer @RichClark808 AppExchange Creds • Product Integration Tool • EnthCast • EnthClone • PracticeEPR • TotalABA • Passport • Passport for Communities • Ideatter Coming soon: Video Conference (Tokbox)
  5. 5. Why Build Apps ? Community Kudos! To harvest Leads For re-use Aloha App Status (e.g. App & Tab Limits…) Apex/VF for PE Orgs
  6. 6. 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
  7. 7. AppExchange Programme App 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
  8. 8. 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
  9. 9. Demo: Building your 1st App
  10. 10. • 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
  11. 11. 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
  12. 12. 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
  13. 13. Publishing Console, LMA and Subscribers Demo
  14. 14. • 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
  15. 15. Security Review Not as scary as it seems
  16. 16. 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)
  17. 17. The end result…!
  18. 18. Monetising your App AppExchange Checkout (Stripe)
  19. 19. AppExchange Checkout Uses Stripe for Payment Management * Automates Billing, Collections & Renewals Discount Codes One off or Subscription Models Managed Packages Only
  20. 20. Resources AppExchange 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
  21. 21. Q&A RICHARD CLARK CTO, makepositive @RichClark808
  22. 22. 31

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