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.
