Salesforce AppExchange Superhero North England User Group 2nd july

Become anAppExchangeSuperhero

Agenda

IntroWhy bother ?Get with the ProgrammeBuilding your 1st AppPublishing your AppPassing the Dreaded Security ReviewMonetising your App

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

RICHARD CLARKChief Technology Officer @RichClark808

AppExchange Creds• Product Integration Tool• EnthCast• EnthClone• PracticeEPR• TotalABA• Passport• Passport for Communities• Ideatter

Coming soon: Video Conference (Tokbox)

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 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

AppExchange ProgrammeApp 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

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

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 feature limits **

• Include Permission Sets, User

Profile and Admin Profile

• Use a Custom Setting

• Focus on MVP

• Test Install on Org Editions

Tips

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

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

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 *

• Balance support with availability

• Videos, Screenshots, Install Guide

• Clear branding

• Reach out to the Success

Community & MVPs

Tips

Security Review Not as scary as it seems

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)

The end result…!

Monetising your AppAppExchange Checkout (Stripe)

AppExchange CheckoutUses Stripe for Payment Management *

Automates Billing, Collections & Renewals

Discount Codes

One off or Subscription Models

Managed Packages Only

ResourcesAppExchange 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

Q&ARICHARD CLARKCTO, makepositive

@RichClark808

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