Install AppExchange Packages (Also Like a Superhero)

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe the differences between managed and unmanaged packages.
  • List key questions to ask before installing a package.
  • Install a package in your org.
  • Describe how to connect with other superheroes and AppExchange.

Stay Mild-Mannered Just a Little Bit Longer

In the last unit, you went the superheroic route to find a solution for Ursa Major, expertly employing an AppExchange strategy to track down the Salesforce Adoption Dashboards app. So is that it? Are you a full-fledged AppExchange Superhero? Not quite! Before throwing on that cape and spandex, you have a few more skills to master. In this unit, we focus on the installation process, including package types and installation best practices. Then you practice everything by installing the Adoption Dashboards app in your org.

Managed and Unmanaged Packages

AppExchange solutions are delivered to your org in packages, which are containers for apps, tabs, and objects. Packages come in two flavors: managed and unmanaged. The solution provider decides which package type to use to distribute the solution, which in turn influences how the solution behaves in your org. Let’s review the most important differences between package types.
Attribute Managed Packages Unmanaged Packages
Customization You can’t view or change the solution’s code or metadata. You can customize code and metadata, if desired.
Upgrades 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.
Org limits The contents of the package don’t count against the app, tab, and object limits in your org. The contents of the package count against the app, tab, and object limits in your org.

If you’re interested in getting under the hood of a solution, look for an unmanaged package. Otherwise, a managed package probably suits your needs, because you can install it without worrying how it affects your org’s app, tab, and object limits. Plus, upgrades are seamless. Now that we’ve reviewed the differences between package types, let’s look at how to approach the installation process.

How Superheroes Install Solutions

In the last unit, you saw how taking a little time to strategize greatly streamlines the search for a solution or consultant. Similarly, asking yourself a few questions before installation can help you fly through the process at supersonic speed. So, before installing, ask:
  • Am I installing the package in the right org? Remember, AppExchange Superheroes never install in production without testing in a Developer Edition org or a sandbox first. When you’ve decided where to install the package, have the login credentials for that org available. You need those credentials to establish a connection with AppExchange.
  • Have I reviewed the documentation? Many providers include documentation to help you with installation, configuration, and troubleshooting. If documentation is available, it appears on the Overview tab.
  • Who needs access to the solution? When you install a package, you determine which users can access its functionality. Options include admins only, all users, or specific profiles. If you’re not sure, grant access to admins only—you can always give other users access later.

After you’ve considered these questions, you’re ready to install the package.

Get Your Trailhead Playground Login Credentials

In this unit, you practice installing a package into a Trailhead Playground. You need your login credentials for the installation, so the first step is to get your username and password. In this section, we show you how to find your playground username and reset your password. If you already know your playground login credentials (or if you use a Developer Edition org and know your DE credentials), you can skip this section. 

  1. Launch your playground by scrolling to the bottom of this page and clicking Launch.
  2. If you see a tab that says Get Your Login Credentials, skip to step 3. If not, from the App Launcher, find and open Playground Starter. (Can’t find Playground Starter? Check out the Find the Username and Password for Your Trailhead Playground article on Trailhead Help.)
  3. Click the Get Your Login Credentials tab. Make a note of the username shown on the page.Trailhead Playground username highlighted on the Get Your Login Credentials tab
  4. Click Reset My Password. This sends an email to the address associated with your username.
  5. Click the link in the email. The email also includes your Trailhead Playground username.
  6. Enter a new password, confirm it, and click Change Password.

Connect Your Trailhead Playground Account to Your Trailblazer.me Profile

Your next step is to connect your Trailhead Playground account to your Trailblazer.me account, so you can install packages into your playground. Trailblazer.me gives you a single identity that you use to log in to AppExchange and other Salesforce-related sites. If you don't want to keep your playground account connected to Trailblazer.me, you can disconnect it after you complete the challenge at the end of this unit.

  1. In a new browser tab, open AppExchange.
  2. Click your avatar to open your Trailblazer.me account menu, then click Settings.
  3. In the Salesforce Accounts section, click Connect.
  4. 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.
  5. Enter your Trailhead Playground username and password, then click Log In.
  6. Click Link Account.

Install the Adoption Dashboards App

Before you install the app, let’s address that short list of questions.
  • Org—You’ll install the app in a Trailhead Playground (or DE org) that you use for testing new features and completing Trailhead challenges. That way, Ursa Major’s users won’t be impacted if something unexpected happens.
  • Documentation—On the Overview tab of the listing, there’s a datasheet that recommends following Salesforce’s normal install procedure.
  • Access—You’re the only person who needs to use the app, so you’ll install for admins only.
  1. In AppExchange, search for and open the Salesforce Adoption Dashboards listing.
  2. Click Get It NowA view of the Get It Now button on the Adoption Dashboards listing
  3. From the Connected Salesforce Accounts dropdown, choose your Trailhead Playground username, then click Install in Production.
  4. Check the username on the installation confirmation screen to confirm that you're installing the package in your Trailhead Playground, then select the box to agree to our terms and conditions.
  5. Click Confirm and Install.
  6. Log in with your Trailhead Playground username and password.
  7. Select Install for Admins Only. Leave the other options as-is. A view of the Install for Admins Only option selected in the installation flow
  8. Click Install. The package can take a few minutes to install.
  9. Click Done to view the package in your org.

When the package finishes installing, your org displays the Installed Packages page in Setup. From here, you can view details for individual packages and perform administrative tasks, such as uninstallations. For now, you just want to see the Adoption Dashboards’ functionality firsthand. Let’s do that.

View the User Adoption Dashboard

The app includes two dashboards. The first focuses on user behavior, such as the number of logins by region or role. The second focuses on usage of key objects, such as the number of new account records created. User adoption data is at the top of your list of requirements, so let’s drill into the first dashboard.

  1. From the App Launcher (App Launcher), find and select Dashboards.
  2. In Lightning Experience, click All Folders and then click Salesforce Adoption Dashboards. In Salesforce Classic, click Salesforce Adoption Dashboards.
  3. Click 1 - User Adoption (Logins) to open the User Adoption dashboard. A view of the User Adoption Dashboard in the test org

Even without production data, you can see that the dashboard provides all the functionality you were looking for in your AppExchange strategy, such as who’s logging in most (1) and least (2). There’s also data that could come in handy down the road, such as total logins (3) and logins by role (4). Because you did things like an AppExchange Superhero, nothing in the dashboard required building or configuration on your part. Instead, you can spend that time getting Ursa Major’s sales team to 100% adoption. Speaking of which, let’s see how that might unfold.

How You Save Ursa Major

Imagine that a week has passed since you installed the Adoption Dashboards app in your test org. In that time, you continued testing the app and experimenting with its functionality. Finding that it met your needs in its default configuration, you went ahead and installed the app in production. Looking now at the User Adoption dashboard with live data, here’s what you see.

A view of the User Adoption dashboard in production

On the left (1), you have a clear picture of who is logging in to Salesforce regularly. On the right (2), you see a few people who can benefit from a gentle nudge. You decide to reach out to them to schedule some hands-on training. You'll also show them Trailhead and help them sign up, so that they can get in on the learning goodness. Because Ursa Major is adding to its sales team every quarter, you decide to keep the dashboard around to monitor adoption on an ongoing basis.

Connect with the Community

In the first unit, you learned that AppExchange isn’t just a tool in your utility belt—it’s a community. And as a newly minted AppExchange Superhero, you’ve become an important part of that community. Your greatest power there? No, it’s not your ability to heroically find and install solutions. It’s your feedback! After you try or buy a solution, or work with a consultant, share your experience in a review. By writing a review, you help fellow superheroes understand whether a solution or consultant is right for them. You also help the solution provider or consultant understand what’s working and what’s not, which can drive future improvements. To write a review, go to the Reviews tab on a listing and click Write Review.

A view of a user adding a review to an AppExchange listing.
You can also connect with AppExchange by looking us up on the Trailblazer Communityor your favorite social media channel:

Friend or follow us to hear about news, success stories, and events like the AppExchange Demo Jam, an epic battle between our most popular offerings. Or, you know, send us selfies of your most exciting AppExchange exploits.

Until the Next Adventure

Congrats, you’ve reached the end of your AppExchange Superhero journey! We’d suggest you take a vacation, but we’re guessing that’s not your style. There’s always more Trailhead to explore, and it looks like Reply Allpocalypse just showed up to cause chaos in Ursa Major’s inboxes. Instead, we compliment you on your choice of costume and wish you well on your next admin adventure. Until next time, hero!