Slaesforce FAQ

how to use installed app in salesforce

by Frieda Braun Published 2 years ago Updated 1 year ago
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Drag the extracted app file into the Simulator window. In Simulator, click the newly installed Salesforce app to open it. If you don’t see the app on the first page, it probably installed on a different app page.

Part of a video titled How to Install a Package from AppExchange in Your Org
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Click get it now from the application information page click log in and enter your username andMoreClick get it now from the application information page click log in and enter your username and password for the Salesforce. Organization in which you want to install the package.

Full Answer

How to get a list of apps created or installed in Salesforce?

Get a list of apps created or installed in a salesforce Organization We can get the list of items in the Force.com app menu or App Launcher from the 'AppMenuItem' sobject. This cotains a field 'ApplicationId'. If this is the Id of the application for the item in Force.com, there might be an sobject which contains a row with id as this value.

How do I install AppExchange in Salesforce?

Installing an AppExchange solution in your Salesforce org is straightforward. You install the solution as an unmanaged or managed package, and then you configure it for your environment and users. To find a solution to install AppExchange, follow these steps.

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.

What is a connected app in Salesforce?

You can use a connected app to link your users with a third-party app. User provisioning for a connected app simplifies account creation and links your Salesforce users’ accounts to their third-party accounts. After the accounts are linked, you can configure the App Launcher to display the connected app as a tile.

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How do I see installed apps in Salesforce?

To access the package detail page, from Setup, enter Installed Packages in the Quick Find box, select Installed Packages, and then click the name of the package that you want to view. From this page, you can: Click Uninstall to remove the package and all its components from your Salesforce organization.

How do I deploy an installed 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 add apps to Salesforce AppExchange?

To get your app on AppExchange, you'll need to:Connect the packaging organization to AppExchange.Set up a provider profile.Create a listing for the app or component.Submit the app or component for security review.Publish the listing on AppExchange.

How do I add apps to Salesforce Sandbox?

Log in with your production credentials.Search the app of your choice and click Get It Now.Select Install in Sandbox, mark the checkbox for the terms and condition then click Confirm and Install. You will now be prompted to log in with your sandbox credentials where the app will be installed.

How do I package an app in Salesforce?

Build and Release Your App with Managed PackagesPackaging Checklist. Ready to deploy your packaging metadata and start creating a package? ... Deploy the Package Metadata to the Packaging Org. ... Create a Beta Version of Your App. ... Install the Package in a Target Org. ... Create a Managed Package Version of Your App.

How do I see what packages are installed in Salesforce?

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 are AppExchange apps?

AppExchange is a marketplace offering solutions, such as apps, components, and consulting services. To make your own solution publicly available to potential customers, you must be a Salesforce partner.

How do I list apps on AppExchange?

List Your App in AppExchangeSign up for the Partner Community. ... Create your Marketing Cloud app. ... Sign a distribution agreement and engage with a technical evangelist for technical calls.Create an AppExchange listing in your Partner Community account. ... Submit your app for AppExchange Security Review.More items...

How do I download a custom app in Salesforce?

If you want an application or component that needs to be security reviewed, follow these steps:Login to Partner Community.Click on the Packages tab in the Publishing Page.Find the package that you want to submit, and click on Start Review.Follow the steps in the Security Review Rizard to complete the submission.

How do I open exchange app in Salesforce?

To access Appexchange:Click 'App menu' in the upper right corner of your screen.Then click 'AppExchange' and you will be directed to another page.Click 'login' then you will be automatically logged in using your Salesforce credentials.

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.

What is the first step an administrator should take before installing an app from the AppExchange in a company's Salesforce production instance?

AppExchange application installation best practices1) Check edition compatibility. ... 2) Maximum custom object or custom tab requirements. ... 3) Check external services. ... 4) Test drive. ... 5) Install the app in a Developer Edition or sandbox. ... 6) Install the app in your production organization.

How many people can install a package at a time?

Only one person in your organization can install or upload a package at a time.

Can you change Salesforce components after installing?

If the solution is in a managed package, you can’t change certain Salesforce components after you install them. For a list of editable components in a managed package, see the ISVforce User Guide. Managed packages also have a namespace prefix that is prepended to all uniquely named components, such as custom fields. For more information on namespace prefixes, see Register a Namespace Prefix in Salesforce Help.

Does Salesforce give full access to users?

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.

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.

How to uninstall Salesforce package?

Click Uninstall next to the package that you want to remove. Select Yes, I want to uninstall and click Uninstall. After an uninstall, Salesforce automatically creates an export file containing the package data, associated notes, and any attachments. When the uninstall is complete, Salesforce sends an email containing a link to ...

What happens if you uninstall Salesforce?

After an uninstall, Salesforce automatically creates an export file containing the package data, associated notes, and any attachments.

What is Salesforce package management?

Manage packages installed in your Salesforce org, including assigning licenses to users, uninstalling packages, and exporting package data.

What happens if you don't install a managed package?

If you have not installed a licensed managed package, the Publisher, Status, Allowed Licenses, Used Licenses, and Expiration Date fields do not appear.

Does Salesforce have a license?

Salesforce only lists license information for managed packages. For unmanaged packages, the license-related fields, such as Allowed Licenses, Used Licenses, and Expiration Date, displays the value “N/A.”

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