Here's a simple framework for communicating the basics of your Salesforce AppExchange app: • What data does your app add to the customer profile? • What actions can users take from within Salesforce (or Communities)? • How are users in Salesforce authenticated against external services?

1. Many apps bring in data and enrich
the customer profile:
What subscriptions and
invoices are associated with this
customer? (Sales Cloud)
Which of our training courses
have they taken? (Sales and
Service Cloud)
What financial accounts do they
have? (Financial Services Cloud)
What electronic health data
have we measured/observed?
(Health Cloud)
Data: Building the 360° View
Data, Actions, and Users

2. A natural next step once
compelling data is available to
Salesforce platform
Charge their credit card and
create a new subscription
Enroll the customer in
training post-purchase
Open a new bank account
Refer the patient to another
facility or provider
Actions: Doing More from Within Salesforce
Data, Actions, and Users

3. Users: Solving for Credentials in Both Systems
Data, Actions, and Users
An employee or
customer is a User
in Salesforce…
…and they may also need
credentials in the partner’s
app to take action.

4. Data, Actions, and Users
Users in Salesforce need to perform key actions on data that enhances the customer profile.
Users
Actions
Data

5. Many, many apps follow this “blueprint.”

6. thank y u