Slaesforce FAQ

how to package app in salesforce

by Rhett Trantow Published 3 years ago Updated 2 years ago
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Create a first-generation managed package (1GP) and add the connected app. It’s fine if the connected app is the only component in the package. Use the same namespace as the 2GP package for the 1GP package.

Create a package to upload your app or Lightning component to AppExchange or to deploy changes between orgs. From Setup, enter Package Manager in the Quick Find box, then select Package Manager. Click New. Enter a name for your package.

Full Answer

What is Salesforce AppExchange?

Salesforce has a community of partners that use the flexibility of the Salesforce platform to build amazing apps that anyone can use. These apps are available for installation on AppExchange (some for free, some at a cost). What’s a Package? A package is a set of pre-created configurations and developments.

How do I create and install packages in Salesforce?

To create and install packages you must have the Installed Package | Administer permission. This permission is automatically applied to the Administrator and Marketing Cloud Administrator system-defined roles. Add the permission for a different role or user in the Administration area. Note

Why is the Salesforce Help ID different after I install the package?

For example, if a custom link in the package refers to a document, the Salesforce Help ID for the document is different after you install it. Salesforce automatically alters the installed custom link to refer to the new ID in your organization.

How to give all users full access to a Salesforce package?

For example, in Group and Professional Editions, or if the package doesn’t contain a custom object, Salesforce skips this option, which gives all users full access. In Enterprise, Unlimited, Performance, and Developer Editions, if you chose Select security settings, select the level of access to give users in each profile, and click Next.

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How do I install an app package in Salesforce?

Custom InstallationDetermine your package access settings. Click View Components. You'll see an overlay with a list of components in the package. ... Click Install. You'll see a message that describes the progress and a confirmation message after the installation is complete.

How do I create a Salesforce package?

Create and Upload an Unmanaged PackageCreate the package: From Setup, enter Packages in the Quick Find box, then select Packages. Click New. Fill in the details of the package. ... Add the necessary components for your app. Click Add Components. From the drop-down list, choose the type of component. ... Click Upload.

How do I deploy a package in Salesforce?

Creating and Deploying Packages in SalesforceCreate the Package. ... Populate the Package with Components. ... Finalize the Package Details. ... Upload the Package to the AppExchange. ... Access your Package from the alternate Environment. ... Deploy your Package to the alternate Environment. ... Manage your Packages.

How do I use Salesforce packages?

In a browser, go to the installation URL provided by the package developer, or, if you're installing a package from AppExchange, click Get It Now from the application information page. Enter your username and password for the Salesforce organization in which you want to install the package, and then click Log In.

How do I create a packaging Org in Salesforce?

In the packaging org, create a new package:Click. and go to Setup.Use Quick Find to search for Package Manager.In Package Manager, click the New button in the Packages section to create a new package.Fill out the form with the following information: Package Name: Food-Bank. ... Click Save.

How do I create an XML package in Salesforce?

Build a Package. xml ManifestIn the VS Code app, click File > Open.Select Documents and then select PackageXMLProject.Open PACKAGEXMLPROJECT and click the new file icon.Name the new file package. xml .Next, identify the metadata to be pulled by copying and pasting the following XML into package. ... Click File > Save.

What are packages in Salesforce?

A package is a container for something as small as an individual component or as large as a set of related apps. After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company.

How do I create a deployment package?

To create a software updates deployment packageSet up a connection to the SMS Provider.Create the new package object by using the SMS_SoftwareUpdatesPackage class.Populate the new package properties.Save the new package and properties.

How do I deploy a workbench package in Salesforce?

Salesforce: Deploy Unmanaged Package with WorkbenchNavigate to Setup | Create | Packages.Click New button and enter a Package Name.From Components tab, click Add to add Components to deploy.Repeat step 3 until all components added.No need to Upload the package.

What are types of packages in Salesforce?

There are two types of packages,Unmanaged package: These are used to define open source applications and these applications can be modified by the developers who install them into their organization. ... Managed package: These are widely used by salesforce partners to develop applications and sell them to customers.

How many types of packages are there in Salesforce?

two typesThere are two types of packages—managed and unlocked.

Where are Salesforce packages installed?

You can install packages into your Salesforce organization, and then configure and manage them. To view the packages you've installed, from Setup, enter Installed in the Quick Find box, and then select Installed Packages.

What happens if there are no packages in the package list?

If there are no items in the Package Items list, the package contains only minor changes not recorded in the Package Items list.

Can you edit permissions in a managed package?

In managed packages, you can't edit permission sets that are included in the package, but subsequent upgrades happen automatically. If you clone a permission set that comes with a managed package or create your own, you can make changes to the permission set, but subsequent upgrades don't affect it.

Does Salesforce check for dependencies?

Salesforce also checks and verifies any dependencies . An installer’s organization must meet all dependency requirements listed on the Show Dependencies page or else the installation fails. For example, the installer's organization must have divisions enabled to install a package that references divisions.

App Development with Salesforce DX

Use the Salesforce command-line interface to create, convert, and deploy apps.

Package Development Readiness

Get ready to break up your org's metadata and adopt package development.

Quick Start: Salesforce DX

Use the Salesforce command-line interface to create, convert, and deploy apps.

Quick Start: Unlocked Packages

Use unlocked packages to create, install, and update your source across orgs.

Create Permission Sets for Unlocked Packages

Use the Salesforce CLI to include permission sets in unlocked packages.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Install an App or Package in Your Trailhead Playground

To install an app or package in your Trailhead Playground, you just need the package ID provided in the Trailhead content. This is a long string that starts with 04t —you’ll know it when you see it.

Your Playground Has the Playground Starter App

If your playground has the Playground Starter app, follow these steps to install an app or package.

Install an AppExchange App

To install something from the Salesforce AppExchange in your Trailhead Playground, you need your playground username and password. If you don't already have your playground's credentials handy, refer to the previous unit and follow the instructions there to get them.

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