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What are AppExchange installation best practices?

Knowledge Article Number 000005182

I would like to make sure I am following a set guide of best practices before I commit to installing an AppExchange application (app) within my org.


Before installing an AppExchange application into your production instance of Salesforce, it is important that you verify the requirements, and test out the functionality of the app listing. It is recommended that you take the steps below, before installing a listed app to your production organization.

1. Check Edition Compatibility

Verify that the custom app that you wish to download only includes components that are compatible with your Salesforce Edition.

You may check the desired app's edition compatibility by searching for and opening the app listing on the AppExchange. On the listing's page click the DETAILS tab and ensure your edition is listed under the SALESFORCE EDITIONS section of the page.

2. Maximum Custom Object/Custom Tab Requirements

AppExchange apps can include custom objects and custom tabs that add to your organization's total number of custom objects and custom tabs. Be sure that the new objects and tabs will not cause your organization to exceed the maximum allowed as outlined in the Salesforce Features and Edition Limits documentation.

3. Checking External Services

If the custom app you wish to download has a reference to an external service, make sure you have access to that service. For example: An app that has links to Google Maps for account management. Access to Google Maps would be required for the service to work.

4. Test Drive

Most apps will have Test Drives available for use. As a read-only user, you can take a test drive of the desired application before installing to review the core functionality.

5. Installation into Developer Edition or Sandbox.

Before installing the desired application into your production organization, it is recommended that you first install the app into either a Developer Edition organization, or a Sandbox Edition org. Further testing the application in either of these environments, will allow you to test the application beyond the constraints of a read-only user. Then you will be able to create, edit, and delete records within this newly installed application. None of these actions are available within a test drive.

If you do not subscribe to Sandbox Edition, and do not have a Developer Edition account, you can use the link below to sign-up for a Developer Edition org:

If after further testing, you are satisfied with the functionality of the desired app, you can perform another installation, this one targeted to your production organization.

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