Take Advantage of Tools and Resources for AppExchange Partners

Learning Objectives

After completing this unit, you’ll be able to:

Describe the tool or resource that supports each stage of the AppExchange product lifecycle.
List the types of Salesforce orgs that partners use in the AppExchange product lifecycle.
Get access to your Partner Business Org.

Introduction to AppExchange Partner Tools and Resources

Have you ever been asked to build something for your team, only to find out later that someone else—maybe even a team member—built the same thing? That’s called reinventing the wheel, and it can be frustrating. We want you to focus on making your solution awesome, and never on reinventing the wheel. As AppExchange partners take an idea to the marketplace, they perform common tasks. We created tools and resources to help partners accomplish these tasks. In this unit, we introduce you to those tools and resources and tell you where they fit in with the AppExchange product lifecycle.

Tools, Resources, and the AppExchange Product Lifecycle

Let’s look at the tools and resources available in each stage of the AppExchange product lifecycle. As a reminder, the AppExchange product lifecycle has six stages: plan, build, distribute, market, sell, and support. Don’t worry if you don’t recall all the specifics. As we introduce tools and resources, we’ll remind you of the tasks you perform in each stage.

Stage	Tasks	Tools and Resources
Plan	Learn the Salesforce platform, and create a roadmap for your solution.	Trailhead, the fun way to learn Salesforce The Partner Community, your go-to source for information about the AppExchange Partner Program Salesforce DX Developer Guide, an in-depth developer guide on DX tools Second-Generation Managed Packaging, a framework for developing your app The ISVforce Guide, an in-depth user guide focused on AppExchange partner tools and technology
Build	Develop your solution and then test it to ensure an amazing customer experience.	Second-Generation Managed Packaging, a framework for developing your app Salesforce DX, a collection of tools that provide you with an integrated end-to-end environment designed for high-performance Agile development
Distribute	Package your solution, and list it on AppExchange.	Partner Console, a tool for creating and managing AppExchange listings and viewing analytics for published solutions. Access the Partner Console by clicking the Publishing tab in the Partner Community. AppExchange Listing, a place with resources for creating an enticing AppExchange listing
Market	Generate market interest in your solution.	Trialforce, a tool for creating immersive trial experiences for prospective customers License Management App, a tool for tracking leads and managing licenses for your offering Partner Marketing Power Hour, where experts and thought leaders share insights into marketing strategy
Sell	Convert leads into paying customers.	Channel Order App, a tool that makes it easy to register sales with the AppExchange Partner Program Checkout Management App, a tool that puts subscriber insights at your fingertips and lets you communicate effortlessly with customers and team members
Support	Update your solution, and provide technical support to customers.	Push Upgrades, a feature that lets you push patches and major upgrades to existing customers Subscriber Support Console, a tool that, with customer approval, lets you log in to orgs where your solution is installed to help troubleshoot issues AppExchange App Analytics, a feature that provides subscriber usage data about your managed packages and packaged components

You get access to these tools and resources for free when we approve your application to the AppExchange Partner Program.

Salesforce Orgs and the AppExchange Product Lifecycle

Now that we’ve introduced you to the tools and resources you use, let’s look at where most of the action happens. A Salesforce org is the environment you share with users at your workplace. It contains standard Salesforce functionality, your data, and any customizations you’ve created. Depending on where you are in the AppExchange product lifecycle, there are different kinds of orgs that you work with.

Type of Org	This is where you:
Production	Put your critical apps and data. If you’re new to the AppExchange Partner Program, we supply you with a special type of production org called a Partner Business Org (PBO). The Partner Business Org has AppExchange partner tools pre-installed, along with two Sales Cloud licenses.
Scratch	Build your solution. Scratch orgs are created using the Developer Hub in your Partner Business Org (PBO). Configuration files can be shared with other team members, giving everyone access to the same org shape during development.
Test	Test your solution. Use a test org to verify that your solution provides an amazing customer experience. You can create test environments based on Group, Professional, and Enterprise Edition orgs. Use a scratch org to create multiple ephemeral test environments.
Demo	Show off your solution to prospective customers. A demo org is based on a standard Salesforce environment, but has more user licenses and storage. These special features let you set up an org just like a customer does, which allows your sales team to deliver powerful demonstrations. You can create demos based on Group, Professional, and Enterprise Edition orgs.
Trial	Let customers experience your solution firsthand. You can let customers interact with your solution in their own trial Salesforce org or one you’ve set up. Along with your app or Lightning component, you can customize a trial org with users and sample data.

Partner Business Org

The Partner Business Org (PBO) is like the command center of a ship. Your Partner Business Org is where you:

Pursue new customers using Salesforce CRM apps
Manage scratch orgs and second-generation managed packages with the Developer Hub
Provision test orgs using the Environment Hub
Manage leads and licenses with the License Management App (LMA)
Submit orders with the Channel Order App (COA)
Support customers with the Subscriber Support Console

A diagram of the components of the Partner Business Org

Access Your Partner Business Org

How you access your Partner Business Org depends on how you signed up for the AppExchange Partner Program.

If you joined the AppExchange Partner Program without an existing Salesforce account, we created a Partner Business Org when you signed up. To access your Partner Business Org, go to login.salesforce.com and sign in using the credentials that we sent when you created the account. That’s it.

If you used an existing Salesforce account to join the AppExchange Partner Program, no problem—we can add AppExchange partner tools to your existing Salesforce org.

Log in to the Salesforce Partner Community.
Click the question icon and then click Log a Case for Help.
Provide these details:

Field	Enter
Org ID	The org ID associated with the account you use to log in to the Partner Community
Subject	Enable AppExchange partner tools
Description	Please enable AppExchange partner tools in this Salesforce org.

Wrapping Up

We covered a lot of ground in this module and, from where we’re standing, you didn’t even break a sweat. Nice work! Let’s take a moment to review what you accomplished.

You learned how the AppExchange Partner Program can help you take an idea for a solution to market.
You learned about resources in the Partner Community to support you on your AppExchange partner journey.
You learned about the stages of the AppExchange product lifecycle and the special tools that can make the lifecycle easier for partners to navigate.
You signed up for a Partner account and logged in to your Partner Business Org.

Impressive, right? Of course, there’s still plenty of trail ahead. In the coming modules, we’ll dive into the process of planning and developing an offering, getting it ready to distribute to customers, and more. Until then, happy trailblazing!

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