Salesforce AppExchange: What Every Admin Needs to Know

This course will teach you how to access, navigate, and utilize the Salesforce AppExchange, as well as how to install an app into your Salesforce instance.
Course info
Level
Advanced
Updated
Mar 25, 2020
Duration
42m
Table of contents
Description
Course info
Level
Advanced
Updated
Mar 25, 2020
Duration
42m
Description

Do you or your company need a foundational knowledge of Salesforce and how it is administered? In this course, Salesforce App Exchange: What Every Admin Needs to Know, you’ll learn to access and navigate the AppExchange site and install an app. First, you'll explore various use cases that AppExchange apps can solve. Next, you’ll discover the App Exchange website and learn how to find an app there. Finally, you’ll learn how to install and manage an app in your Salesforce instance. When you’re finished with this course, you’ll have the skills and knowledge of managing Salesforce App Exchange apps needed to identify when an app is needed, find a suitable app, and install it into your Salesforce instance.

About the author
About the author

Otto has over ten years of experience in digital marketing process and technology implementations. His career has spanned from supporting small and micro businesses to get started with e-mail marketing, founding and running a web development company, and consulting on enterprise implementations of Marketing Automation Platforms.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hello, everyone. My name is Otto Warner, and welcome to my course, Salesforce AppExchange: What Every Admin Needs to Know. I'm a digital marketing consultant with over a decade of experience implementing and integrating sales and marketing technologies. And if you're just starting out with Salesforce or if your company has acquired the platform recently, this course will give you foundational knowledge of the platform and how it's administered. In this course, we're going to show you how to navigate and find apps on the exchange, as well as how to install and manage apps into your Salesforce instance. So major topics that we'll cover will include what types of apps are on the AppExchange, how to determine if an app is free or paid, saving apps to your saved list for future evaluation, installing an app to your production or sandbox instance of Salesforce, and managing app settings after installation. By the end of this course, you'll know how to use the AppExchange to enhance your use of Salesforce by using pre‑built customizations and integrations with your third‑party platforms to streamline workflows and remove manual processes. We suggest logging into your own Salesforce instance and following along with the course to help familiarize yourself with the platform. I hope you'll join me in learning about Salesforce app management in the Salesforce AppExchange course, on Pluralsight.