Book Image

Salesforce AppExchange Success Blueprint

By : Jakub Stefaniak
Book Image

Salesforce AppExchange Success Blueprint

By: Jakub Stefaniak

Overview of this book

Are you ready to turn your million-dollar ideas into reality? Salesforce AppExchange Success Blueprint is your ultimate guide to becoming a successful ISV partner and publishing your Salesforce applications on the AppExchange. This book covers every facet of the application development process, from the initial partnership establishment to smoothly preparing for security review and managing app releases. Packed with real-world examples, case studies, and detailed guides, it’ll help you master AppExchange development. Throughout this experience, you’ll discover how to create customer-centric applications that seamlessly integrate with external systems, ensuring a frictionless user experience. You’ll also navigate the intricate process of preparing for security reviews and managing app releases. In addition, you’ll delve into the critical realm of business strategy, addressing essential elements such as maximizing profitability, achieving operational excellence, leveraging analytics to make data-driven decisions, and effectively handling technical debt to maintain your app's robustness and scalability. By the end of this journey, you’ll possess a deep understanding of AppExchange development from both technical and business standpoints, making you well-prepared to excel in the Salesforce ecosystem. Let's embark on this exciting path together!
Table of Contents (19 chapters)
Free Chapter
1
Part 1:Setting the Stage
5
Part 2:Building Blocks
9
Part 3:Delivering Value
13
Part 4:Scaling for Success

Leveraging the CMA for operational excellence

As an ISV Partner, a vital part of operational excellence is the effective management and monitoring of your product offerings. Salesforce provides a powerful tool for this purpose: the Checkout Management App (CMA). The CMA integrates with AppExchange Checkout, presenting valuable data on a user-friendly dashboard and enabling automated email notifications for key activities. Here, we explore the CMA in depth.

Harnessing the power of the CMA dashboard

The CMA dashboard offers a comprehensive view of your AppExchange Checkout data. Preconfigured displays include the following:

  • Monthly revenue: Tracking financial performance becomes effortless, aiding in financial forecasting and planning
  • New subscribers per month: Growth trends become visible, informing marketing strategies and customer acquisition efforts
  • Subscription plan by unit: Reveals customer preferences, offering insights for product development
  • Monthly...