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Did You Spot These 12 AppExchange Solutions on Trailhead?

I’ve always had a fascination for taking on something I’ve never tried before. When I came into Salesforce via an acquisition in 2011, I was excited to immerse myself in the platform. This was years before Trailhead; and at the time, learning Salesforce was comprised of attending community group meetings, talking to engineers, and playing around a dev org like a kid with a Rubik's Cube.

 

Today with Trailhead, you can learn all about the platform, starting at any entry point, from your role at your company, to your industry, to a product of interest, and more. AppExchange is fully intertwined into Trailhead, so you can learn about the different solutions to extend Salesforce, as well as how to install apps and components into your Trailhead playground.

 

Here’s a look at some of the Trailhead modules including AppExchange, and the solutions you can install for each one. Get started on the path to badges, points, and Ranger status today. Take it from a fellow Ranger, it’s easier than a Rubik's Cube.

 


AppExchange Solutions (NEW!) 


This brand new module will help you find solutions for your business and learn how to install them in your org. You’ll discover all of the different types of solutions on AppExchange, including apps, components, Bolt solutions, Lightning data and Flow solutions. 


Bonus: Completing this module by September 30th, 2019 automatically enters you for a chance to win a Salesforce certification voucher, worth $200. (See rules here.)

 

Flow solution to install:


1. Flow Video Player & File Viewer: Play YouTube videos and preview files from within your Lightning flow screens.


Take the trail >> 

 


AppExchange Basics

 

Go back to basics with this module. In the first trail, you’ll learn how to extend the power of Salesforce with solutions and services from AppExchange, including learning what AppExchange is, how Salesforce organizes AppExchange listings and pricing.

 

The second trail in this module is Develop an AppExchange Strategy, where you’ll discover the AppExchange homepage, elements of a listing, and how to try AppExchange solutions. Do you know the difference between a managed and an unmanaged package? With this trail, you will.

 

App to install:

 

2. Salesforce Adoption Dashboards: get metrics around Salesforce usage and data creation

 

Take the trail >> 

 

 


Extend Your Reporting Strategy with AppExchange

 

Within the Reports & Dashboards for Lightning Experience module is an exciting trail on extending your reporting strategy with Salesforce. This trail helps you find, install and modify free reports and dashboards via an installed, unmanaged package from AppExchange.

 

App to install:

 

3. Salesforce CRM Dashboards: dashboards for executives, reps, sales, support and more

 

Take the trail >>


Pardot Salesforce Integration for Lightning App


Connect Pardot to Salesforce to align your marketing and sales teams. It’s simple with this module.

 

App to install:

 

4. Pardot: Enable Pardot in Salesforce

 

Take the trail >>


 Optimize Article Search and Quality Audits

 

Help your service agents gain the insights and information they need with a complete and organized database of resources. Under the Knowledge-Centered Service with Service Cloud module, the Optimize Article Search and Quality Audits trail will give you the tools to empower agents to find the right articles, enable suggested articles on cases, and more. AppExchange makes this process easy with apps to automate and monitor these tasks.

 

Apps to install:

 

5. Article Quality Index (AQI) for Lightning Knowledge: track the results of quality audits conducted on articles

6. Knowledge Article Feedback (component): improve your knowledge articles by collecting feedback


Take the trail >>

 


Track Business Outcomes

 

One of the most important use cases of Salesforce is measuring and validating business outcomes, and AppExchange can jumpstart this with pre-built reports and dashboards.

 

Apps to install:

 

7. Sales Activity Dashboards: analyze sales rep's activity rates and types against opportunities

8. Service and Support Dashboards: analyze real time operations, agent workload and productivity

 

Take the trail >>


Nonprofit Success Pack Administration Basics

 

Nonprofit organizations use Salesforce in so many ways, from managing users, donors, contacts, and volunteers, to tracking donations, pledges, recurring and planned giving, hard and soft credits, and much, much more. Many admins at nonprofit organizations recommend the free Nonprofit Success Pack (NPSP) from AppExchange to automate many of these tasks,  and you can install it as part of this module.

 

App to install:


9. NPSP: fundraising and constituent management application on the Salesforce platform that’s highly configurable and customizable

 

Take the trail >>

 


Data Quality

Salesforce is as strong as the data you put into it, so data quality is hugely important. In this module, discover strategies for assessing and improving the quality of your data in Salesforce.

 

App to install:


10. Data Quality Analysis Dashboards: Record data quality and record completeness through dashboards to identify deficiencies in record data

 

Take the trail >>


 


Trailhead Basics

What’s better than learning Trailhead with Trailhead? This module is a staple when getting started with the fun way to learn Salesforce. You’ll find out what Trailhead is and who it’s for. You’ll even create a Trailhead Playground.

 

App to install:

 

11. Trail Tracker: measure and track the usage of Trailhead amongst your Salesforce users 

 

Take the trail >>

 


Explore Other Lightning Enhancements

Lighting is the newest Salesforce UI. The Lightning Experience Features module goes into detail on Lightning enhancements, so you’ll be able to understand the differences between Lightning and Classic, and learn the enhancements to tasks, events, and calendars that make it easier to track your work.

 

App to install:

 

12. Magic Mover for Notes And Attachments to Lightning Experienceconvert bulk conversions of attachments to Salesforce Files, and classic notes to enhanced notes.  

 

Take the trail >>


 

 

Learning Salesforce is more accessible and fun than ever before, so check out Trailhead and the AppExchange apps ready for your Trailhead playground.


Amanda Nelson is Senior Director of Community Marketing at Salesforce AppExchange.