Installing a package in Salesforce is a powerful feature that allows users to easily add new functionality and capabilities to their Salesforce org. Essentially, packages are pre-built sets of code, components, and configurations that can be installed into a Salesforce org to extend its capabilities and provide additional functionality.
In Salesforce, packages can be installed from a variety of sources, including the Salesforce AppExchange, which is a marketplace for pre-built applications and integrations. Installing a package from the AppExchange or other sources can provide a range of benefits for users, including:
- Increased functionality: Packages can add new features and capabilities to a Salesforce org, allowing users to do more with their data and improve their workflow.
- Improved efficiency: Packages can provide pre-built solutions to common business problems, allowing users to save time and effort by not having to build everything from scratch.
- Cost savings: Many packages available on the AppExchange are free or low-cost, which can save users money compared to building custom solutions.
- Easy integration: Packages can be easily integrated into a Salesforce org, allowing users to quickly and easily start using new functionality and capabilities.
- Improved user experience: Packages can improve the user experience by providing a more intuitive and user-friendly interface, reducing the learning curve and improving adoption.
Youtube Video
With that being said, I want to mention we have a video on how to install a package. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step by Step Tutorial
The first thing you’ll need to do is head to the app launcher in salesforce.
To do this click on the 3×3 and then select view all.
Next click on ‘visit AppExchange’.
From the app exchange search for the app you wish to install.
Then to install a package click on the correct package.
Then click ‘get it now’.
Next install in the current org or a sandbox org.
From there accept the terms and conditions.
Then choose who to install a package for.
Click install then wait for it to be installed.
Then, click done!
Finally, check in Salesforce that the functionality has been installed correctly.
Conclusion
A big congrats to you for making it through this blog post! We hope you found it useful!
Check out the Salesforce Emily youtube channel here.
You can read more about us here
And check out our courses here