Internal: Salesforce (Managed vs. Unmanaged Package)
Direct integrations are a key part of the 2019 Referral Rock Growth Strategy with our direct Salesforce Integration at the top of the list. Currently, we’re in the late stages of our Salesforce Beta and plan on submitting our application to the Salesforce App Exchange by the end of the year with a target public release in Q1 2019.
This is critical in order to increase our exposure and access to the larger number of companies using Salesforce and aligns with our continued focus on businesses with more complicated, multiple step sales process who commonly use CRMs and have sales reps.
Our Salesforce Beta has been going since early 2018 and uses an actively supported and updated Unmanaged Salesforce Package (see our knowledge base article for more information).
Understanding Salesforce Packages
A Salesforce package is a container that adds something to your Salesforce application. This could be an simple as a single component or as complicated as a large set of related apps.
Packages come in two forms: unmanaged and managed:
- Unmanaged Packages need to be installed directly. Any updates or new versions of the package must also be installed directly.
- Managed Packages added via the AppExchange, allowing companies to directly sell and manage user-based licenses of their app. Managed packages are directly upgradeable allowing companies to push new versions and updates automatically.
It can be helpful to think of Unmanaged vs. Managed Packages like software deployment models where Unmanaged is the more traditional model that requires you to download a new versions and Managed is the SaaS model that automatically updates your version.
We’ve elected to go with the Unmanaged Package option for our Salesforce Beta as it it much easier and faster to update and release new versions without needing to go through the Salesforce Managed Package approval process each time. This is not an uncommon approach. We are finalizing a few additional features to address more of the less common use cases before submitting our Managed Package application later this year.
Referral Rock has an experienced Salesforce Developer dedicated to supporting and improving our Salesforce Package. We automatically get notified if there are any issues with your setup. Any implementation issues are typically fixed within 48 hours.
As part of our customer success onboarding, all clients work with a Customer Success Manager to ensure that their referral program is effectively launched and integrated with their systems and sales process. All of our Customer Success Managers are supported by an experienced Integration Engineer and have direct access to the development team if additional technical support is needed.