How To Find The Best Apps On Salesforce Appexchange

By Author: Chad Hammond
Total Articles: 3
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Salesforce AppExchange is a platform curated by Salesforce itself, that offers thousands of third-party and in-built apps which cater to different purposes. These apps are categorized accordingly for businesses to conveniently search through and find the apps convenient for their business requirements.

However, it is quite challenging to choose the right app that tailors seamlessly to a business and its operations or to ensure which app vendor is delivering the desirable. Hence it is important to evaluate the fundamental criteria that you must look for in an app regardless of which category you are going for.

We have listed out some tips or assessment criteria for you to keep in mind to determine whether an app is worthy of investing your time and resources:

DEFINING THE GOALS: WHY DO YOU NEED AN APP?

A thorough search for a suitable Salesforce application entails a clear understanding of the desired outcomes and underlying motivations.

This includes identifying and noting the objectives of your business and the reasons that prompted the need for an app in Salesforce in the first place.

1. ...
... For boosting your sales performance through enhanced lead management.
2. To enhance your marketing operations, such as email campaigns, cold
emails, content management, etc.
3. To maintain and cleanse data or generate important documents for the organization.
4. To conduct deep research or gather more insights on customers, etc.

BEFORE YOU PROCEED

It is important to develop a clear and well-defined process that you are going to follow to select suitable apps to be included in your business.

These steps may include:

1. List out your needs

Once you have decided on the business goal, compile a list of requirements an app must fulfill to be deemed suitable.

2. Searching for relevant apps

Navigate to the Salesforce AppExchange platform and either explore relevant categories or utilize the search bar to find potential apps.

3. Shortlist and test

There may be hundreds of apps that will match your requirement criteria. Narrow down the apps that meet your criteria and test their free versions for compatibility, smoothness, and user interface.

4. Choose the right ones

Testing and evaluating an app thoroughly teaches a user about its benefits and shortcomings, so that he or she can make the right choice.

5. Setup