Salesforce Finalize AppExchange: Frequently Asked Questions (FAQ)
Overview
What is the Salesforce App Exchange?
The Salesforce AppExchange is an enterprise cloud marketplace that hosts more than 7000 applications. These applications connect various tools to the Salesforce ecosystem.
To learn more about the Salesforce AppExchange, reference this web page on What is the AppExchange?
Why is it important to have the Salesforce Finalize integration on the AppExchange?
Being listed on the AppExchange requires applications to undergo vigorous testing, and once passed, means that applications have met Salesforce’s highest security standards.
With Salesforce Finalize on the AppExchange, you can easily self-serve and access all package upgrades from the listing.
What about the Salesforce Analyze integration?
This AppExchange listing is for the Salesforce Finalize integration. Listing the Salesforce Analyze integration on the AppExchange is not currently on the LinkSquares roadmap.
Will the price of the Salesforce Finalize integration change?
There is no change to the cost of the Salesforce Finalize integration.
Getting Started
Current Customers
Do I need to upgrade my existing Salesforce Finalize package now that the application is on the AppExchange?
No action is required of current customers. Current customers do not need to upgrade their existing Salesforce Finalize package.
How will I be notified when there are upgrades to the Salesforce Finalize package? How will I access the upgrades?
When there is a package upgrade, your Customer Success Manager will let you know. You simply have to visit the AppExchange and you can always access the most up-to-date package from the listing.
To learn more about how to upgrade the Salesforce Finalize package, reference our article on Upgrading the Salesforce Finalize Package.
You can also expect an in-app notification that will direct you to the listing page where you can access the upgraded package.
New Customers
If I am a new customer of the Salesforce Finalize integration, how do I install it?
After purchasing the Salesforce Finalize integration, you will be put in touch with your customer team at LinkSquares. They will help you get set up with Salesforce Finalize, and provide you with any API keys and credentials that you may need.
To learn more about the Salesforce Finalize setup process, reference our article on Salesforce Finalize: Setup and Configuration.
I am interested in learning more about the Salesforce Finalize integration. How do I learn more?
Please reach out to your Customer Success Manager and they will be happy to walk you through the integration. In the meantime, do check out our listing on the AppExchange.
Resources
Here are some helpful resources.
- Reference our Salesforce Finalize AppExchange listing here.
- To learn more about setting up the Salesforce Finalize integration, reference our article on Salesforce Finalize: Setup and Configuration.
- To learn more about upgrading the Salesforce Finalize integration, reference our article on Upgrading the Salesforce Finalize Package.
Contact your Customer Success Manager with questions regarding the Salesforce Finalize integration.