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This Salesforce AppExchange video training course with Jim Anthony will introduce you to some of the most popular third-party apps that work with Salesforce and can be found on the AppExchange. You'll learn how to install, setup, configure, and use these apps to maximize the value of your Salesforce implementation....
This Salesforce AppExchange video training course with Jim Anthony will introduce you to some of the most popular third-party apps that work with Salesforce and can be found on the AppExchange. You'll learn how to install, setup, configure, and use these apps to maximize the value of your Salesforce implementation.

Related areas of expertise:
  • Technical sales

Recommended skills:
  • Sales operations
  • Sales administration

Recommended equipment:
  • Internet connection

Related certifications:
  • None

Related job functions:
  • Sales
  • Sales management
  • Sales operations
  • Sales administration

This Salesforce AppExchange course will give you an excellent understanding of the purpose and use of the AppExchange App Store. We will review many popular apps that can be installed into your Salesforce environment to add functionality to your email and calendar sync, dashboards and reports, productivity, sales process, document signing and management, mass emailing, importing/exporting data, sales intelligence, geolocation/mapping, using surveys, data management, mass updates/edits, and marketing automation. If you need a little guidance on which apps to use and where to start, this is the course for you!
 show less
1. Intro To AppExchange (19 min)
2. Email & Calendar Sync (24 min)
3. Dashboards & Reports (22 min)
4. Productivity Through Gamification (28 min)
5. Managing The Sales Process (28 min)
6. Document Signing App (27 min)
7. Mass Emails (21 min)
8. Importing & Exporting Data (17 min)
9. Sales Intelligence - Know Your Customer (20 min)
10. Geolocation - Mapping (28 min)
11. Generate Documents with Conga Composer (26 min)
12. Using Surveys with Salesforce - ClickTools (21 min)
13. De-Duping Records with DupeCatcher (18 min)
14. Mass Updates/Edits (18 min)
15. Field Usage - Know Your Limits (18 min)
16. Marketing Automation with Act-On (25 min)

Intro To AppExchange

00:00:00

Hey, everybody. This is Jim Anthony, and this is a CBT Nugget, our brand new Salesforce AppExchange course. And it's all about introducing you to AppExchange. And this is what we're going to cover in this particular video. We're going to define what AppExchange, show you how to search and find apps and how to use filters in the AppExchange store, and then sort the apps once you've narrowed down your list, talk about the permissions needed to use AppExchange within Salesforce, show you some best practices, and then a little bit on viewing and managing installed packages.

00:00:33

Paysage bord de Seine, or something like that. I probably butchered the pronunciation. It means on the shore of the Seine. And this is an 1879 impressionist-style painting that was originally donated to the Baltimore Museum of Art. And it was done by the very famous artist, Pierre-August Renoir.

00:00:53

And it was stolen in 1951. It was missing for over 60 years until it resurfaced in 2012 at an auction. And the thing about this is it's the size of a napkin. So depending on your computer screen, you might actually be viewing it in actual size. And the woman who had it up for auction had purchased it at a flea market.

00:01:11

And she paid a whopping $7 for it. And once the experts got a hold of it, they discovered it was worth about $100,000. And another interesting twist to the story is that she bought this painting as a collection of things in a box from this flea market.

00:01:25

She paid like $60 total for the whole box. And what she really wanted was the plastic cow and a Paul Bunyan doll. And so she stored the box and eventually later discovered she had a true gem. And the moral of the store is hang out at the market. Because you never know what you're going to find.

00:01:43

And that's exactly what we're going to do today. We're going to take a look at AppExchange, the online Salesforce marketplace. And I can guarantee you you're going to find some serious high-value gems in this marketplace to help drive your business and improve your Salesforce implementation.

00:02:00

So is AppExchange? AppExchange is salesforce.com's marketplace where end users can access, they can download, they can install applications that enhance or complement their Salesforce setup. And it's all developed and hosted by Salesforce. And a lot of people liken it to the Apple or the Android app stores.

00:02:20

Developers and companies can design their apps based on the force.com platform and then upload them to AppExchange. Potential customers can not only browse those apps, but they can discuss the apps. They can give ratings and reviews and make comments.

00:02:33

And so the AppExchange really does become more than just a platform in an online store. It's a community. And the community aspect of it is really critical, because there's a great deal of value in the dialogue that goes on. And it helps you and I make decisions about which apps we should be considering or try out.

00:02:51

So I'd say if we're trying to define AppExchange, it breaks down into the three basic things. It is that online marketplace. It's a platform that we can develop applications and upload them, or download them and install into our Salesforce organizations.

00:03:07

And it's a community. And so what we're going to do is we're just to take a look at all three of these aspects and get really familiar with what we are able to do in each of these areas of AppExchange. So let's take a look at AppExchange as a marketplace and look at how we can download and install these free and paid applications.

00:03:25

And the thing is these applications are all organized into-- and let me close this up here. They are organized into collections, into categories, and into industry solutions. When you come into AppExchange, you can view different collections of apps.

00:03:43

And then whatever you click on over here is going to show up over there. And then you can look through the different applications to see the ratings, so we'll take a look at the Getting Started collections for example. If you're new to Salesforce, to AppExchange, you may want to start here in this Getting Started area, because you're going to see some neat tools on how to do things like integrate LinkedIn with Salesforce or how to sync Gmail with Salesforce using the Cirrus Insight app.

00:04:10

Another one that's extremely popular is the Salesforce dashboards. There's a few of these you want to look for, reports and dashboards that you can download right from AppExchange into your Salesforce instance and actually start using those dashboards.

00:04:25

You don't have to build them from scratch yourself. And then another collection is the mobile collection. The Salesforce1 Ready collection are the mobile apps. And another one that's super hot right now is DocuSign, just handing your iPhone over to somebody and they can sign the document right there, and it goes right into Salesforce.

00:04:41

So we're going to cover that in a video. We have 20 videos in this series. And we're going to pretty much break the videos down by these different categories and sections. And we're going to do one video and show you some of the top few apps in each of these areas and what those apps can do.

00:04:55

So it should be pretty interesting. And we're going to do one on document management, document signing. So anyway, these collections of apps are based on functionality, based on the types of things you want to do, whereas these categories are based more on your different business functions-- sales, customer service, marketing, human resources, and finance.

00:05:15

And then when you go into any one section, like sales, you're going to see it breaks down into a number of different categories within the category. So the sales apps consist of things like dashboards and reports, or document generation, or email and calendar sync, productivity, sales intelligence, methodology.

00:05:34

So I'll be doing different videos on each one of these areas there and what the top apps are in those areas. So when you're searching for applications, you probably want to come to these category areas and look by area. Or another very effective way here is the search capability.

00:05:50

It's pretty awesome too. So if you just want to type in something like a forecasting application, you just type in "forecast," and you're going to get top applications related to that. So using the search feature's another great way to narrow things down very quickly.

00:06:07

And then same goes for industry solutions here. If you click on that drop down, it's going to break it down for you into communications, education, financial services, government, health care, manufacturing, media, nonprofits, professional services, real estate, and retail.

00:06:21

If you click on any one of those, like financial services, then you're getting a whole list of those types of applications. And you can see, down here at the bottom, you'll be able to see how many applications are on that list. So it's showing 1 of 30 of 80-- 1 to 30 of 84 apps there.

00:06:36

And you can click on the Next Page to tab through those pages of applications. And then another thing to be aware of is what's going on here, across the top of the AppExchange. You have a number of drop downs that are very useful-- filters, pricing, what editions of Salesforce you're using, how things are rated, what languages they're in.

00:06:57

So you can click on these drop downs and then click Apply and filter all these apps by those constraints, and then click on Clear if we want to clear those filters. So some of the filters, for example, you can get just managed apps or native to Salesforce apps, mobile, iPad iPhone, or Android.

00:07:16

If you go by pricing, there's free, there's paid or there's everything. And then there's a special section for non-profits. Which edition of Salesforce you're on-- if you're just on the Enterprise Edition, go ahead and click there and apply that filter.

00:07:30

And then the only apps that are going to show up are ones that you know are going to work in your edition of Salesforce. So that's a pretty handy one. And then ratings, going back to that community theme, the community is what sorts these apps in this particular category here.

00:07:47

And then, of course, by language. And so then you could pick those filters, apply here, or just clear all filters there. And then when you do have a list of apps here showing, you could sort by popularity, or how it's rated, or the release date, name, and provider.

00:08:01

And then you can also view it in these cards or in a list type of a view. And the list view looks like this here. Instead of having a smaller cards here, you just kind of go down the list there, and you can see the ratings. I kind of like this view actually.

00:08:18

You can get a lot more information in front of your eyes there in a much smaller area space there. And then one other feature about AppExchange that I want to share with you in terms of just how to use it is the saved list up here at the top right of the drop down box.

00:08:33

And the way to use that is when you're surfing AppExchange for an application and you hover over the app, you can just click on the Save here. And when you do that, it's going show up on your My Saved List up here at the top. You can see the number one just showed up there.

00:08:52

So now, I have Evernote on My Saved List. So if you're doing some surfing and want to compare and contrast the features of apps, you probably want save a few of them and then go back and review them more deeply. So that I think it's a very good little feature they've added.

00:09:05

And then the last thing I want to share with you, just from a tour of the AppExchange interface, is the very bottom down here are some key links you should be aware of. You have the Find a Consulting Partner link, and it'll go up there and it'll give you a big, long list of different consulting partners.

00:09:21

Or Find a Developer, if you want somebody to write code and help you customize your Salesforce setup. If you want to upload apps and participate by developing apps for AppExchange, click there. And then just to learn more about AppExchange, you want to click there.

00:09:35

So key links to be aware of there. So there are a number of benefits to using AppExchange. So for a lot of companies and users, as I mentioned, you can upload your apps, the things that you have developed. You can showcase your talent and get your applications to market very quickly.

00:09:55

And it's also a social connection point for you to connect with your prospects. And it makes it possible for you to build rapport with your potential customers through all the interactions within the reviews of these apps. And you're going to find no better way to find and understand and review over 1,000 apps-- I think it's over 2,000 apps now-- through the AppExchange directory and through that search function.

00:10:19

And you can locate these apps quickly and pick the ones that are going to work for you. And then even to take it a step further, the AppExchange partners can upload demos and videos and free trials and support information. So it's really a hub of information as well, not just to buy the apps, but to learn about them and maybe even demo them and find the support information for them.

00:10:42

So you could think of it as an information hub. And then as I mentioned numerous times already, it's a community where people can post the reviews about their experiences with the apps. And you can gt a very good feel for what it is you're thinking about implementing in your organization.

00:11:00

So who can use AppExchange? That's the question. What permissions do you need to have to be able to access it and do the things you want to do? So anyone can browse and test-drive AppExchange listings. But if you're a Salesforce administrator or you're a user and you want to download and install an AppExchange app, then you have to have the Download App Exchange Packages permission checked off on your profile.

00:11:24

And then if you want to publish an app up on AppExchange, then you're going to have to have two additional permissions. One is create AppExchange packages, and the other is upload AppExchange packages. And if you're not the Salesforce administrator, make sure you reach out to them and make sure you get those permissions set up.

00:11:41

Now, before you would actually install an application into your production environment, it's important that you really verify the requirements and test out the functionality of the app that you're considering. So there are few best practices we want to keep in mind before installing an app from AppExchange.

00:11:56

First thing to keep in mind is check your edition compatibility. You want to verify that the app that you want to download includes the components that are compatible with your Salesforce.com edition. So remember, I showed you in AppExchange, you can filter out apps and only bring up the apps that are consistent with the edition you're on.

00:12:13

So take advantage of that. But you still want to verify-- check the supporting documentation and verify that compatibility. Then the second point is the maximum custom object and custom tab requirements. So these AppExchange apps can include custom objects and custom tabs.

00:12:29

And those are going to add to your organization's total number of objects and tabs. So you've got to go check and be sure that your new objects and tabs don't cause your organization to exceed the max, because that means more money out of your pocket.

00:12:42

And so let's take a quick look in Salesforce, and I'll show you where to check that. So if you come into the Salesforce Help and Training, you get into the Success Community. Just type into search, and just type in like "features and edition limits," and you're going to get this chart.

00:12:56

And this chart's going to show you for each addition-- Contact Manager, Group, Professional, or Enterprise-- what your limits are by object or field or record. So if we come down this list here, for example, you're going to see custom objects here. And so depending on what edition you're running, you want to check this out to make sure that you're not going to exceed your limit.

00:13:20

So those are the limits. Now let's go into Salesforce, and let me show you where you find that. And what you do is you go to Setup, and then you come down here to System Overview, come into System Overview, and it gives you a good overview of where you're at.

00:13:38

Two custom objects-- this is a Developer Edition, but a maximum of 400. So it's going to show you, and you'll get the little green bar there. And that's how you want to keep up to date on where you're at. So check this and then make sure you know your limits before you download an app from AppExchange.

00:13:54

And then the next best practice is to check your external services. So if the custom app that you want to download has a reference to an external service, then you have to make sure you have access to that service. So for example, Google Maps. If you're going to put Google Maps on Account pages, you have to make sure they're all on computers and everybody has internet capability.

00:14:13

And of course, they do is because you're using Salesforce. And then make sure they all have permissions and capabilities to access Google Maps. Or another example would be something like GoToMeeting. You can put GoToMeeting right on your contact pages in Salesforce, but you have to have access to GoToMeeting and you have to have a membership.

00:14:30

You have to be signed up and have a subscription to it. So you just have to make sure those external services are set up properly. And then the next best practice is test drive. If they have a demo or test-drive capability on the AppExchange, you want to take advantage of that, just so you can make sure you review the core functionality and it's going to do what you hope it will do.

00:14:52

And then the last main best practice is install into a developer edition or sandbox first. You want to make sure that before you install, obviously, into production that you install into a development org or a sandbox and do some further testing. That's going to allow you to test beyond the constraints of just like a read-only user so you can create and edit and delete records.

00:15:14

And most of those types of actions aren't available in a test drive. So you really need to download it and play with it a little bit before you consider putting it in production. And just so you have it, I went ahead and paused the audio here, and I put in this link for you.

00:15:27

This is the link to go get a developer org so you can do some testing and play with some of these apps before you really get serious about them. Once you've downloaded applications from AppExchange, then how do you manage them? Well, you come up here to Setup as always.

00:15:42

And then once you're in Setup, you go to Build, and then you come to Installed Packages. And we'll click there. And you come to a page of installed packages. And then if you scroll down just a little bit, you're going to get the name of the package you've installed, who the publisher was, the version number, and then things like allowed licenses, used licenses, expiration dates if there are any, and when it was installed.

00:16:10

So to manage the licenses, if it's a managed package, you'll see license information here. If it's an unmanaged package, it just gets assigned to everybody, and there's nothing to worry about there. But if you want to into uninstall any of these packages, you would just click on this link here, and that would remove it from your organization.

00:16:28

And then if we come here to the actual app and click on the link, it's going to take us to the detail page for that app. So this is a mass update and edit application. And what you're going to get here is the package detail. So you get the name, the language, the version name, the publisher, a little description-- this is an app that allows users to mass update and mass edit from list views-- who installed it, version number here, and then the package type.

00:16:58

It's an unmanaged package. And then you can click on these links. You can uninstall it here, or you can view the components that were installed or what dependencies to other objects within Salesforce this app may have. So let's go ahead and check out the components.

00:17:12

We'll click on this button. And now again, we have the detail up here. But then down here, we have the package components and what parent object that component relates to and what type. So let's scroll down a little bit here. And we see like this mass update, mass edit.

00:17:27

We can see there's a couple components here that relate to accounts. There are a couple components that relate to opportunities. And you see what it is. It's a button or it's a link. Take a quick inventory of what it is you downloaded and put in your system right there.

00:17:40

Then you can view the dependencies. If you click on that, you see the feature dependencies. Now, a dependency is created when one component references another component. So that's the deal. You've got a component that's been installed from AppExchange, and it refers to another component that already exists.

00:17:59

Or it may reference a permission or a preference. And these things have to exist for the component to be valid. So these components down here, these have dependencies. So you can see that these particular components relate to the campaign feature. And these belong to product.

00:18:15

And so it's good information, to know how the pieces and parts of what you're downloading relate to the rest of your Salesforce. So that's a little bit about managing installed packages from AppExchange. And let's go back to the side bar here and look at one more thing.

00:18:31

That's the AppExchange marketplace. You can actually view these apps within Salesforce. You don't have to go over to this drop down and go out of your Salesforce setup into AppExchange completely separately. You can view a lot of this information just by coming over here to the AppExchange Marketplace link and view these apps here within Salesforce.

00:18:53

And then you can see here it's kind of broken down by paid apps, by free app. You can do a little bit of surfing there if you don't want to go way out to AppExchange. And then there's one more recommendation I want to make here to wrap up this video, and that is the AppExchange newsletter.

00:19:08

If you come to this link, you will be able to sign up for the newsletter. And it'll keep you completely up to date on things like best practice information, user reviews for new apps, list of the most popular solutions, webinars, whitepapers, all kinds of good stuff.

00:19:26

Highly recommend you sign up for this. You'll find it very useful. And that's going to do it for our stroll through the marketplace today. We defined AppExchange, and we talked about searching and finding apps using filters, sorting through all those apps, what permissions are needed to be able to really fully utilize AppExchange, and then showed you some best practices and talked a little bit about viewing and managing installed packages.

00:19:51

It is absolutely my privilege to bring you this course. I hope it's been informative for you so far. And I'd like to thank you for viewing.

Email & Calendar Sync

Dashboards & Reports

Productivity Through Gamification

Managing The Sales Process

Document Signing App

Mass Emails

Importing & Exporting Data

Sales Intelligence - Know Your Customer

Geolocation - Mapping

Generate Documents with Conga Composer

Using Surveys with Salesforce - ClickTools

De-Duping Records with DupeCatcher

Mass Updates/Edits

Field Usage - Know Your Limits

Marketing Automation with Act-On

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