Salesforce - Developer - App Exchange Strategy


1. Identify the departments using Salesforce (either now or in the future).  
   These are our primary stakeholders for AppExchange app installation.

2. Research AppExchange apps for the business cases provided by our stakeholders.
   Interview our stakeholders thoroughly to gather the requirements needed to
   select and evaluate the apps.  Some good questions to ask include:
   a. What business problems are we trying to solve?
   b. What are your main pain points at present?
   c. How many users?
   d. What is our budget?
   e. What is the timeline?

3. Download apps into a sandbox or Developer Edition org for preview and testing.
   An important step is to ensure that the app you're installing does not 
   interfere with any customizations you've done or other apps we've already
   installed.  Make sure that you do not already have an app installed that
   provides the same functionality.

4. Evaluate your choices.  Consider budget, app functionality, and any feature
   gaps.  Consider inviting our stakeholders into the sandbox or Developer
   Edition org to preview the app functionality, or invite our stakeholders to
   a demo of the app.

5. Execute and document.  Prepare our users for the change in user experience if
   any, including providing training or documentation as needed.

When installing an app, we need to consider:

1. Where should I install, production or sandbox.  In general, an AppExchange 
   best practice is to install first in a sandbox or Developer Edition org.  
   Some of the packages come bundled with custom fields, objects, Apex classes, 
   and more.  All of these customizations have names, which may conflict with 
   existing names in your org.
2. Who should have access to these customizations? This is an area where you 
   may want to do a bit of pre-planning before you install, so you don’t have 
   to make updates to profiles and sharing settings after you install.
3. Once your installation is successful, you’ll receive an email confirmation. 
   Now you’re ready to go!

Here’s how to find what you just installed:

1. From Setup, enter Installed Packages in the Quick Find box, then select 
   Installed Packages.
2. Click on the name of your installed package, this will be the same name on 
   the page where you downloaded the package from the AppExchange.
3. Click on View Components or View Dependencies.  This opens the Package 
   Details page where you can see all of the components, including custom 
   fields, custom objects, apex classes, and more.
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