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Before Installing a Package
Before you begin, review AppExchange
solutions,
and determine how they fit into your current implementation of Salesforce.
Taking a Test Drive
A test drive is a new, fully functional Developer Edition Salesforce environment that contains the solution. Go to AppExchange, find a solution, and click Test Drive to try out the solution before you install it.
Verifying Requirements
Every solution has its own requirements. To verify that a solution is compatible with your Salesforce org, review the Requirements section of the solution’s Overview tab.
Determining If the Solution Supports Upgrades
To upgrade a solution, choose a managed package solution first. Unmanaged packages aren’t upgradeable.