Salesforce AppExchange: 5 Insider Tips for App Selection
Adaptid | Salt Lake City, UT
Salesforce is a powerhouse platform packed with features that help organizations deliver exceptional customer experiences. Yet, not every business function is covered directly within Salesforce’s core offerings. For example, critical tasks like accounting or electronic document signing often require additional solutions.
Fortunately, Salesforce AppExchange offers an extensive marketplace of apps and components designed to fill these gaps, helping businesses customize their Salesforce environment without building from scratch. At Adaptid in Salt Lake City, we help you navigate the AppExchange and select the best apps to elevate your business processes efficiently and securely.
What Is Salesforce AppExchange?
In Salesforce AppExchange, you can find thousands of cloud-based apps, Salesforce components, and consulting services designed to extend the power of your Salesforce CRM. These solutions, created by Salesforce partners, cover various business needs—from finance and HR to marketing automation and customer service.
By leveraging AppExchange, your business can quickly adopt ready-made tools that integrate seamlessly with Salesforce, enhancing productivity without the time and expense of developing custom software.
Why Use Apps From Salesforce AppExchange?
Using AppExchange provides significant advantages:
- Ready-Made Solutions to Complex Problems
Whether you need to automate manual data entry, streamline payroll, or manage contracts, there’s likely an app tailored to your business challenges, saving you time and effort.
- Faster Time to Market
Rather than reinventing the wheel, you can use existing apps or components, such as Bolt solutions or flow templates, accelerating deployment and innovation.
- Built-In Security You Can Trust
Every app on the AppExchange undergoes strict security reviews, ensuring compliance with best practices for data protection so your business stays secure.
- Unified Platform for Diverse Business Functions
With apps installed on the same Salesforce platform, you can handle functions like employee onboarding, order management, and accounting from one integrated environment.
- Automatic Cloud-Based Updates
App updates are delivered via the cloud. Your admin simply approves updates with a click, ensuring your solutions stay current without disruption.
5 Insider Tips to Find the Best Apps on Salesforce AppExchange
Navigating thousands of apps can be overwhelming. Here are five insider tips to help you select the perfect Salesforce app for your business:
- Use Targeted Search Terms
Start by using specific keywords in the AppExchange search bar. For example, if you need an accounting app, typing “accounting” instantly shows top-rated options like Accounting Seed. Use precise terms related to your industry or business needs to narrow down choices.
- Explore Salesforce Product Collections
If you use specific Salesforce products, such as Sales Cloud, Service Cloud, or Financial Services Cloud, browse apps grouped by these categories to find compatible solutions designed for your Salesforce environment.
- Filter by Industry Vertical
AppExchange offers collections targeting healthcare, education, financial services, and media industries. Searching within these verticals helps you discover apps built to meet your industry’s unique challenges and regulations.
- Narrow by Business Needs and Solution Types
After entering a general search, filter results by business function (e.g., sales, IT, HR) or by solution types such as Apps, Bolt Solutions, Flow Solutions, or Components. This helps you zero in on apps that match your precise operational requirements.
- Check Features Like Salesforce Native and Mobile-Ready
Prioritize Salesforce Native apps—those built directly on the Salesforce platform—to ensure seamless integration, improved data accuracy, and easier maintenance. Use filters to select apps that are Lightning Ready or optimized for mobile devices, supporting your users wherever they work.
Understanding Native vs. Non-Native Salesforce Apps
One key decision when choosing AppExchange apps is whether to use native or non-native apps.
- Native Apps run entirely on Salesforce’s platform. They offer seamless integration with Salesforce data, no need for separate logins, and easier maintenance.
- Non-Native Apps are developed outside Salesforce and require additional integration to connect with your Salesforce environment.
Why Choose Native Apps?
Native apps offer a bunch of benefits that make them a top pick for many businesses:
- No integration headaches: They work right inside Salesforce, so you don’t have to worry about complicated connections breaking.
- Accurate data: Since everything stays within Salesforce, your data is always up to date and reliable.
- Easy setup and maintenance: You can install and update them directly through Salesforce without juggling outside systems.
- Built-in security: They use Salesforce’s own access controls, making user management simpler.
- Works smoothly with Salesforce data: They integrate naturally with standard objects like accounts, contacts, and opportunities.
How to Identify Native Apps
To verify if an app is native, use the “Salesforce Native” filter under “Features & Capabilities” on AppExchange. If uncertain, ask whether the app can operate independently of Salesforce or if it’s hosted outside the Salesforce infrastructure. Native apps typically use Visualforce, Apex, or Lightning Web Components.
Why Adaptid Is Your Salesforce AppExchange Partner in Salt Lake City
At Adaptid, we know how much Salesforce and AppExchange apps can change the way you work. Our team is here to help you find, set up, and fine-tune the apps that fit your unique workflows and goals. With our local know-how and strong Salesforce experience, we make sure you get the most out of every AppExchange investment.
Ready to Unlock Salesforce AppExchange’s Full Potential?
Discover how Adaptid in Salt Lake City can help you find, implement, and manage the perfect Salesforce apps to drive growth and efficiency. Contact us today to learn more and schedule a consultation!