How to Select the Right App from Salesforce AppExchange
Salesforce AppExchange is a vast marketplace of pre-built apps and solutions that can help enhance your Salesforce experience.
With so many ready-to-use rich third-party apps published by Salesforce AppExchange Partners, it can be overwhelming to select the right app for your organization.
So, to help you navigate this vast ecosystem, we’ve put together a list of tips for selecting the right apps on Salesforce AppExchange. Here they are-
6 tips to keep in mind when choosing apps from Salesforce AppExchange
The key to staying competitive in today’s fast-paced business world is efficiency and productivity. This is where the Salesforce AppExchange services come in handy.
As the author of four published apps on AppExchange, we’re here to help your business with a foolproof strategy to find the best app based on your budget, requirements, urgency, and additional benefits.
Take a look!
- Identify Your Business Needs
In order to build an app, you must first determine what business process or challenge you wish to solve. It is easier to evaluate the app’s capabilities and features if you have a clear understanding of your requirements and what solution you are looking for. Browsing through the overview section of the app will get you a clear and concise idea of the app.
- Read Reviews and Ratings
Reading reviews from other users who have already implemented the app can give you valuable insights into its features and limitations. It’s also a good idea to reach out to the app developer for a demo or trial version to test its functionality.
- Check App Compatibility
Before installing the app, make sure it is compatible with your Salesforce org and doesn’t conflict with any existing apps or customizations.
Additionally, make sure to check out the app for –
- Lightning readiness
- Managed package
- The latest release version
- Supported Salesforce Editions
- Test drive and demo
- Evaluate App Security
When choosing apps on Appxchange, security is a crucial consideration. Make sure the app has been reviewed and approved by Salesforce security experts and complies with the latest security standards.
Verify if you will be able to modify permission sets. Check if the data leave Salesforce or is stored outside of Salesforce. To ensure data security you must check if the data is stored or processed by a third party or processed offshore.
- Licensing and other Costs
While installing an app from AppExchange, it’s crucial to factor in the cost. Salesforce AppExchange provides three pricing options: a fixed fee for the app, subscription-based pricing, and license fees per user.
However, cost shouldn’t be the only consideration. You need to ensure that the app offers the necessary features without compromising on quality, regardless of the pricing model you choose.
- Support, upgrades, uptime & documentation
After installing the app, make sure the app developer provides adequate support and assistance. It’s also a good idea to check if the app offers regular updates and bug fixes to keep up with the latest Salesforce updates.
Also, look for extensive documentation from AppExchange partners and the documents should include technical specifications, training guides, or a knowledge base such as FAQs and articles.
Wrap-Up
As a Salesforce Appexchange partner publishing four successful apps on the marketplace, we believe with these tips, you can surely zero in on the right app for your business needs and take your Salesforce experience to the next level.
Be sure to check out our apps on Salesforce Exchange and get in touch with us in case you need comprehensive Salesforce Implementation services for your business. Contact us today!
India 
USA
UK
Canada