How to install an app in salesforce


Install an AppExchange App

  • Find the AppExchange listing you’re looking for (the Dashboard Pal component from Salesforce Labs, for example).
  • Click Get It Now.
  • From the Connected Salesforce Accounts dropdown, choose your Trailhead Playground username, then click Install in…
  • Check the username on the installation confirmation screen to confirm that you’re installing the…

Custom Installation
  1. Determine your package access settings. Click View Components. You’ll see an overlay with a list of components in the package. …
  2. Click Install. You’ll see a message that describes the progress and a confirmation message after the installation is complete.


How to install AppExchange apps in Salesforce?

If you’re interested in installing AppExchange apps in Salesforce, you need to follow the steps below. First, sign in to your Salesforce account and ensure you have a valid license. Once you have done this, open your homepage menu and search for AppExchange apps. Choose an install environment and consent to the terms of service.

Do you need an App Store for Salesforce?

You’re probably comfortable with the idea of app stores. Whether you’re downloading apps on your phone, tablet, computer, or other device, you have to download and install apps to make the most of your technology. Salesforce is the same way.

How do I download the latest version of a salesforce app?

When downloading an app, you need to make sure the package is compatible with the version of Salesforce you’re running. AppExchange and package providers both provide lists of the latest versions available for download. The latest versions usually have release notes explaining any changes to the software.

Can I change certain Salesforce components after I install a solution?

If you already selected a solution and received an installation link, click the link and skip to the Enter the requested information step. If the solution is in a managed package, you can’t change certain Salesforce components after you install them.


How do I install an app in Salesforce Sandbox?

Log in with your production credentials.Search the app of your choice and click Get It Now.Select Install in Sandbox, mark the checkbox for the terms and condition then click Confirm and Install. You will now be prompted to log in with your sandbox credentials where the app will be installed.

How do I install third party apps in Salesforce?

To install or reinstall the Salesforce mobile app package for connected apps, you can install it from App Exchange. You can manage installed connected apps from the Connected Apps page. The connected apps that Salesforce installs appear in the list as installed by a managed package.

Where are apps installed Salesforce?

To access the package detail page, from Setup, enter Installed Packages in the Quick Find box, select Installed Packages, and then click the name of the package that you want to view. From this page, you can: Click Uninstall to remove the package and all its components from your Salesforce organization.

How do I add apps to Salesforce AppExchange?

To get your app on AppExchange, you’ll need to:Connect the packaging organization to AppExchange.Set up a provider profile.Create a listing for the app or component.Submit the app or component for security review.Publish the listing on AppExchange.

How do I install packages in Salesforce?

Install a Managed PackageFrom Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.Click Continue next to the listing for the iOS app.Click Install Package. … Copy the URL by clicking Copy link.Log into an org that you want to test in.Paste the URL into your browser’s address bar.More items…

How does Salesforce integrate with other applications?

How To Integrate Salesforce With Other Applications1.1 Preparation and Planning.1.2 Data Source Connection Maintenance.1.3 Staging Database Usage.1.4 Map the Source with the Destination.1.5 Solve IDs Issue.1.6 Recurring integration.

How do I install apps in Salesforce lightning?

AppExchange Package LinkLogin to your account as a Salesforce administrator.Select Install for All Users and click Install or Upgrade.You will be prompted to approve a third-party access. Mark the checkbox and click Continue. … Once Installation is completed, you will see the completion message or email.

How do I see all apps in Salesforce?

Required Editions and User PermissionsTo open the App Launcher, on the left side of the navigation bar, click . … To look for apps or items by name, use the Search apps and items box. … To see all your available Salesforce apps and items, click View All.More items…

How do I install a package using ID in Salesforce?

To install the package:In a browser, enter the installation URL.Enter your username and password for the Salesforce org in which you want to install the package, and then click Login.If the package is protected by an installation key, enter the installation key.For a default installation, click Install.

How do I submit an app to Salesforce?

Submit the App for ApprovalFrom Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.Click Continue next to the listing for the iOS app. … Click Submit App.Select the checkbox to confirm that you’re ready to submit the apps.Click Submit App. … Repeat the same steps for the Android app.

How do I install Exchange apps?

0:563:42How to Install a Package from AppExchange in Your Org – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on the install. And production or install in sandbox depending. On the org where you want itMoreClick on the install. And production or install in sandbox depending. On the org where you want it installed in our example we’ll click on the production. Link accept the terms and conditions.

How do I list apps on AppExchange?

List Your App in AppExchangeSign up for the Partner Community. … Create your Marketing Cloud app. … Sign a distribution agreement and engage with a technical evangelist for technical calls.Create an AppExchange listing in your Partner Community account. … Submit your app for AppExchange Security Review.More items…

What is mapping in Salesforce?

A mapping is established when objects (leads or users) with the same identifier (fields such as a customer number or email address) are found both in Intercom and in Salesforce . If duplicate objects exist, Intercom Users will be prioritized over Intercom Leads. In Salesforce, Contacts will be prioritized over Leads.

What happens if a lead doesn’t have an account owner in Salesforce?

If a lead doesn’t have an ‘account owner’ in Salesforce, Intercom will find the ‘contact owner’. If they don’t have a ‘contact owner’, Intercom will find the ‘lead owner’. If there’s no match, the owner will fall back to the teammate who installed the Salesforce app.

What happens if you can’t find a teammate in Salesforce?

If intercom cannot find a teammate in Salesforce with the correct permissions, it will fall back to the default behaviour, allowing Salesforce to determine the case owner. The “Created By” field will be populated in Salesforce with the teammate who installed the Salesforce app in Intercom.

What happens if you change the owner of a lead in Salesforce?

If you change a lead’s owner in Salesforce, it will automatically update in Intercom. If you use the Salesforce app to assign owners, you won’t be able to manually change the owners in Intercom.

Can you sync Salesforce to Intercom?

Any read-only fields in Salesforce can’t be synced from Intercom to Salesforce. Any read-only fields in Intercom can’t be synced from Salesforce to Intercom. Next, select which attribute from Intercom and which field from Salesforce you want to map. Remember to map attributes with fields that have a compatible data type.

Can you map with email address in Salesforce?

Map using an email address. If you can’t use a unique value to match your leads and contacts in Salesforce, you can choose the option “Map using email address”. If multiple leads and users have the same email address, Users will be prioritized over Leads.

Does Salesforce automatically map to Intercom?

The Salesforce app will automatically map your Salesforce users to their Intercom teammate profile to keep lead and account ownership up to date. You’ll find the mappings under “Maintain lead and account ownership” in the Salesforce app settings:

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Install an App or Package in Your Trailhead Playground

To install an app or package in your Trailhead Playground, you just need the package ID provided in the Trailhead content. This is a long string that starts with 04t —you’ll know it when you see it.

Your Playground Has the Playground Starter App

If your playground has the Playground Starter app, follow these steps to install an app or package.

Install an AppExchange App

To install something from the Salesforce AppExchange in your Trailhead Playground, you need your playground username and password. If you don’t already have your playground’s credentials handy, refer to the previous unit and follow the instructions there to get them.


Before you begin, make sure you have completed the following prerequisites.

Develop Mobile-Friendly Lightning Web Components

With more Salesforce users running their businesses from their phones, making your Lightning web components mobile-friendly can help you reach a wider audience. There’s a chance that a component you develop is already mobile-friendly. However, since it’s not hard, you should take the extra effort to verify.

Get Your Trailhead Playground Username and Password

Let’s get started by opening your Trailhead Playground. Scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Get Your Login Credentials, great! Follow the steps below.

Configure Your iOS Mobile Simulator

You can only use the iOS Mobile Simulator on macOS. If you do not have a macOS machine, scroll down and click Verify Step to skip to the next step in the project to install the Android emulator.

Install the Salesforce Mobile App Simulator for iOS

A newly configured iOS simulator includes only Apple’s default apps. So you need to install the Salesforce Mobile app to test your Lightning web components. And if you’re testing against multiple iOS devices, you must install the app for each device simulator.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.


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