You're reading from Salesforce for Beginners - Second Edition

Product typeBook

Published inOct 2022

PublisherPackt

ISBN-139781803239101

Edition2nd Edition

Tools

Salesforce

Concepts

CRM

Authors (2):

Sharif Shaalan

Timothy Royer

View More author details

Extending Functionality with Third-Party Applications and Salesforce Mobile

One of the core tenets of organizing a business is not reinventing the wheel. This means that if someone has already built the functionality you are looking to implement, why not use it? In the Salesforce ecosystem, third-party applications serve this purpose. Third-party applications are created and published for installation on Salesforce AppExchange, and they can be free or paid for.

Another popular way of extending the functionality of using Salesforce is through the mobile app.

In this chapter, we will cover the following topics in detail:

Discovering third-party applications
Managed and unmanaged package applications
Salesforce AppExchange
Installing third-party applications
Uninstalling third-party applications
Configuring Salesforce Mobile using a QuickStart

With the help of these topics, you will be able to understand business use cases for...

Technical requirements

For this chapter, log in to your development org and follow along as we expand Salesforce with third-party applications and Salesforce Mobile.

Discovering third-party applications

Third-party applications are a way to find and use business-specific functionality that may be needed as an add-on to the Salesforce platform. Think of Salesforce as similar to your iPhone or Android phone. While the platform is robust and delivers a lot of functionality out of the box, some things are not there and must be custom-built or installed as an add-on.

The job of an admin or business analyst is to perform a cost-benefit analysis to determine whether an organization should custom-build functionality or decide to go with a third-party application. There are two types of third-party applications, managed and unmanaged. We will study them in the following sections.

Managed and unmanaged package applications

Managed package applications are applications that are built by a publisher and the code is managed, meaning it is not open source or available for all to see. The intellectual property of the code is protected with a managed...

Configuring Salesforce Mobile using a QuickStart

In further extending functionality, Salesforce provides a ‘QuickStart’ to help you set up the mobile app for your users. QuickStart includes a few intuitive configuration sections. So, let’s take a look at how to navigate to these sections.

Business use case

As the admin for XYZ Widgets, your users have requested the ability to use Salesforce on their mobile devices. You need to get this up and running quickly for a quick win. This should be very straightforward since Salesforce provides a mobile app out of the box. You go to the mobile app QuickStart to set this up.

Mobile app QuickStart

First, we navigate to the Setup section of Salesforce, as shown in the following screenshot:

Graphical user interface Description automatically generated

Figure 15.16: Finding the QuickStart on the Setup page

Once in the Setup section, click on New Salesforce Mobile App QuickStart, as you can see in the preceding screenshot.

There are five sections available...

Summary

In this chapter, we learned how we can expand the functionality of Salesforce with third-party applications. We learned that there are two types of applications, managed and unmanaged, and we covered the use cases for using each of these. We gained the skills needed to find an application and install it, and we learned how to uninstall the application if needed.

We also learned how to extend the usability of Salesforce with the mobile app QuickStart. We learned how to get to the QuickStart and then explored the different sections included in the QuickStart to configure the mobile experience.

This concludes the administration section of this book. Our final section will cover how we can use Salesforce for automation, starting with workflows in the next chapter!

Questions

You can now answer the following questions:

What is a use case for an unmanaged package?
What is the benefit of using a managed package?
What is the name of the Salesforce marketplace where you can find apps?
What are some of the access options you can grant when installing a package?
What option do you have when uninstalling a package?
What is the best way to set up Salesforce Mobile for your users?

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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