Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce AppExchange Success Blueprint
  • Table Of Contents Toc
  • Feedback & Rating feedback
Salesforce AppExchange Success Blueprint

Salesforce AppExchange Success Blueprint

By : Jakub Stefaniak
5 (21)
close
close
Salesforce AppExchange Success Blueprint

Salesforce AppExchange Success Blueprint

5 (21)
By: Jakub Stefaniak

Overview of this book

Are you ready to turn your million-dollar ideas into reality? Salesforce AppExchange Success Blueprint is your ultimate guide to becoming a successful ISV partner and publishing your Salesforce applications on the AppExchange. This book covers every facet of the application development process, from the initial partnership establishment to smoothly preparing for security review and managing app releases. Packed with real-world examples, case studies, and detailed guides, it’ll help you master AppExchange development. Throughout this experience, you’ll discover how to create customer-centric applications that seamlessly integrate with external systems, ensuring a frictionless user experience. You’ll also navigate the intricate process of preparing for security reviews and managing app releases. In addition, you’ll delve into the critical realm of business strategy, addressing essential elements such as maximizing profitability, achieving operational excellence, leveraging analytics to make data-driven decisions, and effectively handling technical debt to maintain your app's robustness and scalability. By the end of this journey, you’ll possess a deep understanding of AppExchange development from both technical and business standpoints, making you well-prepared to excel in the Salesforce ecosystem. Let's embark on this exciting path together!
Table of Contents (19 chapters)
close
close
Free Chapter
1
Part 1:Setting the Stage
5
Part 2:Building Blocks
9
Part 3:Delivering Value
13
Part 4:Scaling for Success

What this book covers

Chapter 1, Introduction to Salesforce Ecosystem and AppExchange, is the starting point of our journey where we dive into the Salesforce ecosystem. In this chapter, we will explore the vastness of Salesforce, discover the benefits of creating applications for AppExchange, assess whether the Salesforce Platform aligns with your application idea, examine ISV partnership options, and weigh the advantages and responsibilities of being a Salesforce ecosystem partner.

Chapter 2, Becoming an AppExchange Partner, discusses the AppExchange Partner Program structure and benefits, effective utilization of the AppExchange Partner Community, key partnership agreements, crafting tailored business plans for the Salesforce ecosystem, and leveraging the AppExchange Partner Toolkit (Partner Business Org, License Management App, Feature Management App, and so on), helping you to establish a solid foundation for a successful partnership in the Salesforce ecosystem.

Chapter 3, Designing Customer-Centric Applications, covers the art of creating applications that truly meet customer needs and provide value. It emphasizes understanding customer pain points, aligning value propositions, mapping customer journeys, and selecting effective pricing models. By the end of this chapter, you’ll possess the knowledge and insights needed to craft user-centric applications that leave a lasting impression in the AppExchange marketplace, helping customers solve their problems effectively.

Chapter 4, Exploring Salesforce Platform Technologies, is a journey into the lesser-known but highly valuable ISV-specific features of Salesforce. It sheds light on managed packages, Dynamic Apex, flows, custom property editors, Platform Cache, and the Salesforce Lightning Design System, offering insights into their functionalities and how they can be used to solve specific problems in AppExchange development.

Chapter 5, Seamless Integration with External Systems, is a comprehensive guide that equips you with the skills and tools needed to build robust bridges, connecting your Salesforce applications to external systems. This chapter covers technical architecture, integration patterns, Salesforce APIs, Salesforce Connect, the Canvas SDK, and connected apps, providing you with the knowledge to seamlessly integrate your applications with external platforms and navigate the Salesforce ecosystem with confidence.

Chapter 6, Security Review, equips you with the knowledge and tools to navigate the security review process, maintain high-security standards, comply with Salesforce security requirements, use scanning tools, document false positives, and continuously improve security for your Salesforce application.

Chapter 7, Release Management, is an exploration of the critical aspects of managing software releases within the Salesforce ecosystem. It serves as a vital bridge between the development phase and the end users, ensuring the smooth and consistent delivery of your software applications. In this chapter, we will delve into topics such as understanding the core principles of release management, identifying different types of software versions, utilizing push upgrades to facilitate seamless application updates, staying up to date with the latest package version, and determining the optimal frequency to release and deploy your software. By the end of this chapter, you will have gained the expertise to effectively guide your software applications from the development stage into the hands of your end users.

Chapter 8, Onboarding New Customers, is where we will learn the art of welcoming and retaining new customers in the Salesforce landscape. We’ll explore the strategies to craft a compelling AppExchange listing, the techniques for engaging and fun onboarding experiences, the secrets of creating cinematic demos, providing interactive trial experiences, offering clear installation instructions, and embracing customer customization while ensuring a smooth transition into your software’s world. By the end of this chapter, you’ll have the tools to create an effective onboarding process that encourages potential users to become long-term residents in the house of your software.

Chapter 9, Operational Excellence, embarks on an adventurous journey through the Salesforce wilderness to discover the riches of customer satisfaction and revenue growth. Along the way, we’ll explore the choice between the Checkout Management App (CMA) and the Channel Order App (COA), all in pursuit of the treasure of operational excellence.

Chapter 10, Leveraging Analytics and Insights, embarks on an archaeological journey through the AppExchange ruins to uncover the wisdom hidden in data, exploring Partner Intelligence, Marketplace Analytics, and App Analytics to optimize AppExchange listings and enhance user experiences. We’ll also delve into CRM Analytics, combining in-house data with Salesforce insights, and learn how to make data-driven decisions on our path to AppExchange success.

Chapter 11, Managing Technical Debt, covers the concept of technical debt, similar to financial debt, and its implications on security, the identification of warning signs, tools, and strategies for management. We will also learn how to always be ready for security review re-submissions.

Chapter 12, Navigating the Path to Success, explores the significance of innovation as a competitive edge, the importance of collaboration with Salesforce, the impact of external expertise, the opportunities and challenges of AI in the AppExchange domain, and the essential success metrics to validate strategies, in the culmination of our journey through the Salesforce AppExchange ecosystem.

Disclaimer: The illustrative images in this book have been generated using MidJourney, a digital visualization tool. These images are entirely artificial and do not represent real people or events. They are artistic creations designed to enhance the reader's experience.

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY