Slaesforce FAQ

how to use installed packages in salesforce

by Karina Heaney Published 2 years ago Updated 2 years ago
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If you’re working with the Salesforce CLI, you can use the force:package:install command to install packages in a scratch org or target subscriber org. Before you install a package to a scratch org, run this command to list all the packages and locate the ID or package alias. sfdx force:package:version:list

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.

Full Answer

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 do I install the Trailblazer package in Salesforce?

Click the arrows in Connected Salesforce Accounts to select which org to install the package into. Don’t see the account you want? Check that you connected the account to your Trailblazer.me profile, and have the Manage Billing permission.

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 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 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 access installed apps 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.

Where does Salesforce install packages?

0:563:42How to Install a Package from AppExchange in Your Org - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn a browser go to the app exchange website and search for the package in this case we will searchMoreIn a browser go to the app exchange website and search for the package in this case we will search for magic mover. And click on the first link that appears in the results. Click get it now from the

How do I install managed packages?

Install a Managed PackageFrom Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.Click Continue next to the listing for the iOS app.Click Install Package. ... Copy the URL by clicking Copy link.Log into an org that you want to test in.Paste the URL into your browser's address bar.More items...

How do I use unmanaged packages in Salesforce?

Create and Upload an Unmanaged PackageCreate the package: ... Click Add Components.From the dropdown list, choose the type of component.Select the components you want to add.Click Add To Package.Repeat these steps until you have added all the components you want in your package.Click Upload.

How do I query installed packages 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.

What is installed packages in Salesforce?

A list of the connected apps that can have access to a user's Salesforce data after the user and the application have been verified. A detailed description of the package. The date that this license expires, based on your terms and conditions.

What is a managed package in Salesforce?

A managed package is a collection of application components that are posted as a unit on AppExchange, and are associated with a namespace and a License Management Organization. You must use a Developer Edition organization to create and work with a managed package.

How do I install a package using URL in Salesforce?

To install the package:In a browser, enter the installation URL.Enter your username and password for the Salesforce org in which you want to install the package, and then click Login.If the package is protected by an installation key, enter the installation key.For a default installation, click Install.

How do I find my package installer?

0:122:13Android Package Installer Not Working - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe're going to go to apps. And we're going to find the package installer app now it won't show up byMoreWe're going to go to apps. And we're going to find the package installer app now it won't show up by default. So in the top. Right we hit the three circles. And then we hit show system apps.

How do I install Exchange package in 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.

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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.

How to link Trailhead Playground account to Salesforce?

In the Salesforce Accounts section, click Connect. If you see the Choose a Username page, click Log In with a Different Username. If you see a login page, skip to the next step. Enter your Trailhead Playground username and password, then click Log In. Click Link Account.

Can you customize code and metadata?

You can customize code and metadata, if desired. The provider can automatically upgrade the solution. To receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange. If you’re interested in getting under the hood of a solution, look for an unmanaged package.

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