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Salesforce AppExchange 101: All You Need to Know
strike like lightning

Salesforce AppExchange 101: All You Need to Know

8 min read

Table of Contents

Introduction

According to TriFin Labs, 71% of Salesforce customers actively use apps from the AppExchange. Would you like to improve your business processes on the Salesforce CRM platform? Are you seeking for the solution to simplify the process of signing documents and close deals faster or streamline permissions management? Salesforce AppExchange apps meet your needs.

From this article, you’ll learn more about AppExchange and what benefits you can get from it. Also, you’ll discover why companies and developers build apps for this marketplace. You’ll read about the most popular apps, solutions, and consulting services on AppExchange. You’ll unravel the secret of the powerful AppExchange community. Besides, you’ll get a step-by-step guide on how to present your product on AppExchange.

From Pre-Apple App Store Concept to a Full-Scale Salesforce Marketplace or What Salesforce AppExchange Is

In the early 2000s, Marc Benioff, a CEO of Salesforce.com had an inspiring conversation with Steve Jobs, who advised him to build a cloud software ecosystem. Years later the idea to create a place where developers from all over the world could present their apps for the Salesforce platform and any Salesforce user could access and download them came to Marc Benioff’s mind.

So, AppStore.com, the Salesforce store, was launched in 2006 as an extension of Force.com. It was the first apps store where you could sell and distribute the apps built on the Salesforce platform. Marc Benioff owned the “App Store” trademark. But, when Apple launched the App Store in 2008, he decided to give the trademark and the domain’s name to Apple as a gift. In turn, the Salesforce marketplace was renamed AppExchange.

Salesforce AppExchange in numbers

How Big Is the AppExchange Marketplace?

AppExchange is a complete enterprise marketplace providing cloud-computing apps, solutions, and consulting services. In 2019 the website had 7.5 million installs, 4,000+ solutions, and 90,000 reviews. Furthermore, new products launch every week. There are a lot of different both free and paid apps, among which you can choose appropriate ones for your business. All Salesforce AppExchange apps and services are divided into four main directions:

  • Solutions by Types: Apps, Bolt Solutions, Flow Solutions, Lightning Data, and Components
  • Product Collections: Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Platform, Einstein Analytics, Financial Services Cloud, etc.
  • Industry Collections: communications, education, government, media, retail, etc.
  • Top Categories: finance, human resources, enterprise resource planning, sales, etc.

Why Companies and Salesforce Developers Are Making Apps for AppExchange

Salesforce AppExchange cloud marketplace presents top-notch apps for sales, marketing, analytics, customer service, and more. 95% of Fortune 100 companies utilize at least one of the Salesforce AppExchange apps.

It makes sense both for companies and Salesforce developers to publish their Salesforce solutions on AppExchange. You can present your useful extensions for Salesforce on the large professional market and increase your yield.  

Moreover, you can join the Salesforce Partner Community and get access to the Partner Business Org, so you’ll be able to manage the sale and distribution of your apps, and to evolve with Salesforce.

Thanks to the user-friendly interface of the marketplace you’ll be able to check analytics about your apps and view other apps. Moreover, Salesforce can include ads for your app in its weekly AppExchange Digest email, so that to expand your audience.

most popular apps on Salesforce AppExchange

AppExchange marketplace offers a bevy of apps, which can meet your business requirements and help you grow. There are the most popular apps in the top categories:

  • Category: Finance

Blackthorn Payment is used for processing mobile payments, PCI-compliant credit card & ACH payments, subscriptions via Stripe, Authorize.net, and PayPal.

  • Category: Human Resources

Recruiting App is a basic app for tracking open positions and information about candidates.

  • Category: Enterprise Resource Planning

Zenkraft Multi-Carrier allows shipping and tracking packages with 60+ shipping carriers (FedEx, UPS, DHL, etc.) inside Salesforce CRM.

  • Category: Sales

Trail Tracker is a free app for learning the Salesforce dashboard on Trailhead in the form of the adventure game.

  • Category: Customer Service

DocuSign eSignature for Salesforce is an eSignature solution for sending, signing, tracking, and saving documents.

  • Category: IT & Administration

Element Catalyst is a useful tool for managing the whole implementation lifecycle of Salesforce: capture requirements and users stories, map business processes, document and drive adoption of your Org.

  • Category: Marketing

Mailchimp Integration App is for sending, automating, and reporting your Mailchimp campaigns in your CRM.

  • Category: Integration

dataloader.io is a cloud solution for importing, exporting, and deleting Salesforce data.

  • Category: Salesforce Labs

In-App Guidance is useful for user adaptation of five main Salesforce features in Lightning Experience.

  • Category: Analytics

Rollup Helper is used for rolling up any Salesforce data (sum, max, min, percent, etc.) with clicks, not code.

Salesforce AppExchange 101

Solution or Consultant?

Salesforce AppExchange marketplace isn’t only about apps, it also provides ready-to-use solutions, with the help of which you can expand Salesforce CRM’s functionality. They are speedy and easy to deploy in your CRM. You’ll find out here such options:

  • Bolt Solutions
  • Flow Solutions
  • Lighting Data
  • Components

Bolt Solutions mean industry solutions for Salesforce Communities. In other words, they are pre-built templates, which you can deploy on Salesforce quickly. Bolt solutions include a set of necessary components, such as industry process flows, Lightning components, apps, and Communities.

During the process of deploying the Bolt solution, you’ll need the services of the partner who built the Bolt and who can help to customize it.

Flow Solutions are different partner-built integrations. They are functional elements that simplify the processes of creating flows and performing actions on third-party systems. Using them you can automate the business processes without from-scratch integration or coding.

For example, you can set such processes as sending messages, conducting a credit check, and payment processing. Salesforce partners use Flow Builder and Process Builder for creating configurable Lightning flow actions and templates.

Lightning Data is high-quality data that connects your Salesforce org and third-party data feed via the Lightning Data Engine. All of your data is updated in real time and helps to power essential sales and marketing processes.

Components are building elements for creating apps and Bold solutions and customizing web pages in Lighting. Utilizing them you can also add functionality to your apps and pages without coding skills. Some components available on AppExchange are created by Salesforce developers (known as Salesforce Labs) and Salesforce partners.

Are you confused about finding the best solution for your business on AppExchange? Or don’t you want to waste your time and money to seek and customize AppExchange products? Then, you need to go directly to consultants, who can help, guide, and support you.

There are over 1,000 Salesforce certified consultants on AppExchange. They can recommend the best custom solution based on their industry knowledge and experience. Also, specialists can assist in designing the requirements if you want to develop a custom Salesforce solution or integration. Together you’ll be able to accomplish your project faster and in a more professional way.

how to get into AppExchange

Step-by-Step Guide On How To Get Into AppExchange

Step 1: Join the Partner Community

The Salesforce Partner Community is a place, where you can connect and collaborate with the Salesforce experts and discover best practices. After you joined the Partner Community, you get access to a free Partner Business Org. It includes the License Management App, Channel Order App, and Environment Hub, which are useful tools for managing AppExchange offerings, tracking orders with Salesforce, and logging in to Salesforce orgs.

Step 2: Strategise and Build Your AppExchange App

Now you need to think about what app type you want to build, what tools you need, etc. When you’ve created a strategic plan, it’s time to start building the app. Сreate and manage two main orgs: development and packaging ones by using the Environment Hub app.

Write code, add business logics, create Lighting components, develop Apes Classes, and adjust any custom settings by using the development org. Then, migrate the components of your app to a packaging org with the help of the Force.com IDE. After that, create a managed package with components for a final app.

Step 3: AppExchange Security Review

  • Prepare: view the Security Review Requirements Checklist and make sure your app meets security standards required on AppExchange.
  • Test: pass the required Security Review that evaluates the app’s security characteristics.
  • Free trial: set a free trial option before launching the app.
  • Launch: once the app meets all the necessary guidelines, it’s ready to be launched in the app store.

Step 4: Design the AppExchange Listing

Increase the visibility of your app and engage prospective clients by building an attractive AppExchange listing:

1. Make sure you have listing access (enable the “Manage Listings” option in your Partner Community profile).

2. In case you have a managed package, link it to the listing by following the steps of the ISVforce guide.

3. Fill out your listing information (listing name, comprehensive description, logo).

4. Add carousel screenshots with a final call-to-action slide, and demo video.

5. Add pricing.

6. Paste your target audience, SEO keywords, and primary use case in the tagline.

For instance, Cloudingo, an app for improving and better managing Salesforce data, has a well-structured listing including slides, video presentation, CTA (sign up for a free trial), and the app’s main features.

Step 5: Manage App Licenses and Customer Support

Your app is ready and it’s time to sell it. There are different licensing options, which you can offer to your customers:

  • Per-User License: only a given number of users in a customer org gets access to the app.
  • Site License: all users in a customer org can use the app.
  • Free Trial and Time Limit: your customers get a free trial of the app and you can set certain time limits.
  • Free Solution: any free app comes with a license, usually with a site license. Note: if your app is a part of the product that you sell, it isn’t free, its license is tied to the product.

Also, you need to provide your customers with professional support to make a great impression and retain them. The customer support lifecycle consists of such stages as:

  • Customer Success Planning: determine a customer’s experience and challenges, which your customers can face, and identify workings solutions to help them if necessary.
  • Troubleshooting: communicate with your customers and find out any issues that occur during their experience with your app in their orgs.
  • Release Management: create a plan for releasing updates and inform your customers about them.
Salesforce AppExchange Community

The Power of AppExchange Community

One of the essential features of the AppExchange is its community. Join the All About AppExchange Apps group in the Salesforce TrialBlazer Community, ask actual questions, and share your own insights with other app developers.

Also, you can read reviews on the app’s page to learn more about a certain app. Users share their experience of using the app and provide useful information about its functionality.

Conclusion

AppExchange is a great marketplace where you can find out a big choice of varied apps and solutions for upgrading your Salesforce CRM and boosting the business. Moreover, it provides a perfect opportunity to develop and launch your own Salesforce app, and earn money if you’re an independent developer.

Knowing all the attributes of the AppExchange, you’ll be like a duck takes to water and use all the benefits of this marketplace.