Summary – AppExchange and Custom Applications

TIP Sometimes the link to instructions related to the installed application is directly placed on the application’s page on AppExchange. However, it occasionally happens that one needs to search more ... Read MoreRead More

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Installing and Managing App – AppExchange and Custom Applications-2

Figure 9.13: App Installation Completion Figure 9.14: User Adoption Dashboard This installed Sales Adoption Dashboards are off course a proposal of ready solution but can be off course upgraded with ... Read MoreRead More

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Installing and Managing App – AppExchange and Custom Applications-1

In the previous sections of this chapter, we learn about the Salesforce AppExchange apps, and we get to know few examples of important and useful apps. Now let’s learn how ... Read MoreRead More

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Salesforce Labs Apps – AppExchange and Custom Applications

Let us start with what Salesforce Labs is. It is not something like the Umbrella Corporation from Resident Evil, and that is for the best – a zombie apocalypse would ... Read MoreRead More

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Introduction to AppExchange – AppExchange and Custom Applications-3

And the last piece of our puzzle is what we all love to do before any movement with an external application – reading the documentation. Yes, right there, at the ... Read MoreRead More

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Introduction to AppExchange – AppExchange and Custom Applications-2

The first two are those that are highlighted in the next image. Figure 9.2: AppExchange Filters In the Pricing filter, we can specify several types of application fees: Below the ... Read MoreRead More

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Introduction to AppExchange – AppExchange and Custom Applications-1

In the last chapter, you learned about reports and dashboards, an incredibly important part of Salesforce, loved by many. In this chapter, we will focus on existing solutions, but these ... Read MoreRead More

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Best practices in designing dashboards – Reports and Dashboards

Remember, cleanliness and simplicity allow users to extract the most important data. Do not remove legends from charts; they help users understand what they are looking at. Tailor the dashboard ... Read MoreRead More

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Dashboards – Reports and Dashboards-2

At the top, your chosen report is displayed, along with other options: A. Types of charts.B. Y-axis and X-axis, which define values on the Y-axis and X-axisC. Next to the ... Read MoreRead More

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Dashboards – Reports and Dashboards-1

To even start discussing dashboards, you need to know what they are. Let’s begin with the idea that dashboards are somewhat like a data collection center. For example, in movies, ... Read MoreRead More

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