After completing this unit, you’ll be able to:
In the previous unit, you decided to look for a solution on AppExchange that can help you understand how Ursa Major’s sales team is using Salesforce. You also developed your AppExchange strategy. AppExchange is rich with innovative options, so how do you find what you need? Keep reading to increase your AppExchange skills and find your best-fit solution.
Maybe you’ve heard of
your unified profile across Salesforce Platform. What this means is that you can log in to one Salesforce property, such as Trailhead, then go to another property, like AppExchange, and you’re automatically logged in. No need to remember a bunch of complicated passwords.
No matter why you visit AppExchange, it’s worth taking a few seconds to make sure you’re logged in. Logging in levels up your AppExchange experience by personalizing the home page for how you use Salesforce.
You logged in to AppExchange. What now? The answer depends on whether you’ve come to AppExchange to browse, or if you’ve done a bit of strategizing ahead of time. In either case, let’s take a moment to get familiar with the key sections on the home page. After we do that, it’s easy to see what’s next.
To summarize, head to the search field if you’ve got an AppExchange strategy. If you’re not sure where to start, use the navigation bar to browse a collection or check out solutions by type. And don’t forget Top Categories to search solutions by industry.
The more you search, the more AppExchange provides you with possible solutions that fit your needs. Check out the section below the Inspired by Your Searches heading for more details.
It can take more than one AppExchange visit to find what you need. As long as you’re logged in, when you’re in the middle of an ongoing search for a solution or consultant, check out Pick Up Where You Left Off. You see a summary of your most recently viewed listings. That makes it easier to continue your exploration. By the way, you can save any listing to revisit it later on. We talk about how to save listings in the next unit.
Recommendations are best when your profile is up to date. To view your profile, visit
When you’re logged in, we show you recommendations tailored to your interests and your unique needs. Whether you’re an Admin or a Business Operation Manager, check out solution suggestions specific to your role. This section is marked by a heading level 2.
Keep scrolling to find recommendations specific to the industry you work in, and other aspects of your Salesforce experience. The more you use AppExchange, the better the picks get.
You learned in the last unit that collections are groups of listings curated by AppExchange experts. Browse all three collections: Product, Industry, and Latest.
The Latest Collections category is something special. It’s your one-stop shop to explore all of AppExchange's newest collection pages to find apps and experts that are right for your business.
Be sure to check out this collection: the
Salesforce Labs Digital App Guide
Labs solutions are free, customizable apps built by Salesforce employees to help you get started faster. The guide walks you through the many possible ways to put Labs apps to work for your business.
To learn all the up-to-date info about all of our
bookmark the page and check back often to stay on top of newly added collections.
As mentioned, Labs apps are built by Salesforce employees. Because Salesforce employees aren’t only busy building apps, but also doing their day jobs, Salesforce Labs apps aren’t supported in the ways that a paid app might be.
However, there are many advantages for you to choose a Salesforce Labs app—they’re:
View the Salesforce Labs Apps collection on AppExchange to get started.
You can also:
Remember your AppExchange strategy? You’re looking for a free app for Ursa Major that’s compatible with Lightning Experience that can help you track user adoption.
You can use those free recommendations, but let’s use search and filters to get specific.
Using searching and filtering, you went from thousands of possible offerings to a shorter list. Pretty cool, right? The top result, Salesforce Adoption Dashboards listing, looks promising for Ursa Major. It’s free, has a 4.6 star rating, and has a recent Latest Release.
Go ahead and press ENTER on Salesforce Adoption Dashboards to open this listing. You need it for the next unit.
But before you move on, let’s review how far you’ve come. In this unit, you learned how to navigate the AppExchange home page, use search, filters, and recommendations. You even browsed our curated collections. Whew!
Keep reading to become the expert you know you are, and learn about AppExchange listings in detail.
Click to return to the unit on Trailhead to proceed with the quiz at the end of the reading.