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Preparing for installation of Third Party apps from App Exchange
Don Miller edited this page Oct 21, 2021
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- Ensure integration between app and Salesforce is supported
- Make sure app is Lightning compatible
- Test installation in sandbox before installing in production
- Generate reports using the test data and compare to legacy system to ensure nothing is missing
- Map all fields in app to Salesforce standard objects and customize Salesforce for custom objects
- Designate users based on profiles, such as admin, and set permissions accordingly
- Review whether the application will need to be configured for mobile users
- Create or modify page layouts
- Create processes, flows and/or workflows
- Review Salesforce reports to ensure fields from app exist
- Perform any customizations, as needed; e.g., when creating mass merge in SDOC for template creations