Install AppExchange Packages | Trailhead Screen Reader Instructions


Learning Objectives

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


Get Ready to Install

You found a solution that fits your needs. Awesome! Before you install the solution in your org, let’s learn about the types of packages you might install from AppExchange.

 

Managed and Unmanaged Packages

AppExchange solutions are installed in your org in packages, which are containers for apps, tabs, and objects. Packages come in two flavors: managed and unmanaged. The solution provider decides which package type to use to distribute the solution, which in turn influences how the solution behaves in your org. Let’s review the most important differences between package types.

 

Attribute Managed Packages Unmanaged Packages

Customization

You can’t view or change the solution’s code or metadata.

You can customize code and metadata, if desired.

Upgrades

The provider can automatically upgrade the solution.

To receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange.

Org limits

The contents of the package don’t count against the app, tab, and object limits in your org.

The contents of the package count against the app, tab, and object limits in your org.

If you’re interested in getting under the hood of a solution, look for an unmanaged package. Otherwise, a managed package probably suits your needs, because you can install it without worrying how it affects your org’s app, tab, and object limits. Plus, upgrades are painless. Now that we’ve reviewed the differences between package types, let’s look at how to approach the installation process.

 

How to Install Solutions

In the Get Started with AppExchange unit, you saw how taking a little time to strategize greatly streamlines your search. Similarly, asking yourself a few questions before installation can help you zip through the process. So, before installing, ask:


Get Your Trailhead Playground Username and Password

In this unit, you practice installing a package into a Trailhead Playground. You need your login credentials for the installation, so the first step is to get your username and password. In this section, we show you how to find your playground username and reset your password. If you already know your playground login credentials (or if you use a Developer Edition org and know your DE credentials), you can skip this section. 

  1. Launch your playground by returning to the Trailhead unit. Navigate to the bottom of the page and press ENTER on Launch just above the Check Challenge button.
  2. If you see a link in the navigation menu that says Get Your Login Credentials, skip to step 3. If not, from the App Launcher button, type Playground Starter into the search field and select the result for Playground Starter. (Can’t find Playground Starter? Check out the
    Find the Username and Password for Your Trailhead Playground
    article on Trailhead Help.)
  3. Press ENTER on the Get Your Login Credentials link. Make a note of the username shown on the page.
  4. Activate the Reset My Password button. This sends an email to the address associated with your username.
  5. Activate the link in the email. The email also includes your Trailhead Playground username.
  6. Enter a new password, confirm it, and activate the Change Password button.

 

Connect Your Trailhead Playground Account to Your Trailblazer.me Profile

Your next step is to connect your Trailhead Playground account to your Trailblazer.me account so you can install packages into your playground. Trailblazer.me gives you a single identity that you use to log in to AppExchange and other Salesforce-related sites. If you don't want to keep your playground account connected to Trailblazer.me, you can disconnect it after you complete the challenge at the end of this unit.

  1. In a new browser tab, open
    AppExchange.
  2. On the AppExchange page, press ENTER on the Profile button. This will open your Trailblazer.me account menu.
  3. JAWS users can simply press down arrow to see the expanded list of options. NVDA users should activate the Profile button, manually exit focus mode, and press down arrow to see the expanded list of options.
  4. Press ENTER on Settings.
  5. Under the Salesforce Accounts heading, activate the Connect A Salesforce Account button.
  6. If you see the Choose a Username page, press ENTER on the link for Log In with a Different Username. If you see a login page, skip to the next step.
  7. Enter your Trailhead Playground username and password, then activate the Log In button.
  8. Press ENTER on the Link Account button.
  9. In AppExchange, log out then back in.

Use these steps to connect your production orgs, Developer Edition orgs, and Trailhead Playgrounds to your Trailblazer.me profile.

 

What Org to Choose?

Remember those Ursa Major solar panels that do a little magic converting sunlight to energy? There’s a little magic in AppExchange, too. When you click the Get It Now button to install a package, the AppExchange Account Picker displays all of your Salesforce orgs that you:

Make a selection in the Connected Salesforce Accounts combo box to select which org to install the package into. Don’t see the account you want? Check that you connected the account to your Trailblazer.me profile, and have the Manage Billing permission.

Note

Note: Depending on your job role, you may need to check with your Salesforce admin before installing apps in a production org.

 

Install the Adoption Dashboards App

Now you’re ready to install Salesforce Adoption Dashboards! Keep these three things in mind to make sure you’re installing the package in the right org, giving the right folks access, and have reviewed the documentation:

Ready, set, let’s install!

  1. Back on the AppExchange page, search for and open the Salesforce Adoption Dashboards listing.
  2. Activate the  Get It Now button.
  3. Look for a heading entitled Where do you Want to Install this Package? From the Connected Salesforce Accounts combo box below it, choose your Trailhead Playground username, then activate the Install in Production button.
  4. Check the username on the installation confirmation screen to confirm that you're installing the package in your Trailhead Playground, then check the checkbox to agree to our terms and conditions.
  5. Activate the Confirm and Install button.
  6. Log in with your Trailhead Playground username and password.
  7. Select the radio button for  Install for Admins Only. Leave the other options as-is.
  8. Activate the  Install button. The package can take a few minutes to install.
  9. Activate the Done  button to view the package in your org.

When the package finishes installing, your org displays the Installed Packages page in Setup. From here, you can view details for individual packages and perform administrative tasks, such as uninstallations. For now, you just want to see the Salesforce Adoption Dashboards’ functionality firsthand. Let’s do that.

 

View the Salesforce Adoption Dashboard

The app includes three dashboards. The first focuses on user behavior, such as the number of logins by region or role. The second focuses on usage of key objects, such as the number of new account records created. The third focuses on sales and marketing data. User adoption data is at the top of your list of requirements, so let’s drill into the first dashboard.

  1. From the App Launcher button at the top of your Salesforce playground page, find and select Dashboards from the search field.
  2. Locate the Folders heading. Under this, press ENTER on the All Folders  link and then from the table at the bottom of the page, press ENTER on the result for Salesforce Adoption Dashboards.
  3. From the table now at the bottom of the page, press ENTER on the link for  1 - User Adoption (Logins) to open the User Adoption dashboard.

Even without production data, you can see that the dashboard provides all the functionality you were looking for in your AppExchange strategy, such as who’s logging in most and least. There’s also data that could come in handy down the road, such as total logins and logins by role.


Look Ahead to Ursa Major

Because you did things like an AppExchange expert, nothing in the Salesforce Adoption Dashboards required building or configuration on your part. Instead, you can spend that time getting Ursa Major’s sales team to 100% adoption. Speaking of which, let’s see how that might unfold.

 

Resources



Click to return to the unit on Trailhead to access your challenge and proceed to the next step.