Working on a Live App that other teams and organizations might find useful? You can make it available to Quip users everywhere through the Salesforce AppExchange.
Some things to do before you publish...
1. Develop your Live App
What? You didn't already make your Live App? No problem. Everything you need to know is in the Quip Live Apps API Guide. Read through it, develop your app, upload the final app.ele file into your developer console, then come back here for step two.
2. Join the Salesforce Partner Community
In order to publish your work on AppExchange, you need to be an official member of the Salesforce Partner Community. Here's how you become one:
3. Get Your App Ready For Review
When you submit your app for publication, it'll go through a series of reviews with the teams at Salesforce and Quip before it goes live in the AppExchange. Here's what to expect:
- Business review
For this part of the review process, you can share your business plan with Salesforce to help them learn about your product. They'll give you feedback on how to maximize your AppExchange success. For more information about business plans, see the AppExchange Trailblazer Checklist.
- Functional & technical review
This is where we assesses the usability and scalability of partner offerings, ensuring that applications published on the AppExchange are of uniformly high quality.
- Security review
All applications enrolled in the ISVForce Partner Programs must go through a mandatory periodic security review. We assess the security posture of partner offerings to ensure that applications published on the AppExchange follow industry best practices for security, and to promote trust between our partners and our customers.
Once you've ready for all that, you're ready to put your app on the AppExchange.
Creating Your AppExchange Listing
Before you get started, head over to Quip's developer console and copy down your app's App ID:
Next, hit the “Publish” button to start creating your AppExchange listing. The first screen you'll get to is pretty simple. All you need to do is:
- Add a title for your listing.
- Select “App” for the listing type.
- Click “Save & Next”
On the next screen, you'll see a prompt to share your Business Plan. You'll need to provide us with your:
- Company information
- Product information
- Business plan
You'll also need to provide information about your Product Architecture. Specifically, your:
- User experience
- Salesforce components
- External components
- Enterprise scale
Once you're done with that, click over to the “Text” tab of your listing and fill in these details for your app:
- Its tagline
- A brief description
- A full description
- Some bullet-point highlights
- Terms and conditions, if needed
- Email addresses where your team can be reached
You're almost there, just a couple more steps—and this next step is a fun one. Give your listing some visual flair by clicking over to the "Media" tab, where you can add:
- An app logo
- A title image for the listing
- Screenshots and videos
- Any additional customer resources, like how-to guides or whitepapers.
On this screen, you also have the option to configure a “Watch a demo” button for your listing, which you can use to facilitate lead collection.
Finally, in order to distribute your app, you'll need to set a URL from which other organizations can install it. Here's where that app ID you copied back at the beginning of this process comes in.
- Click over to the “App” tab
- For the kind of app you're listing, choose “An app that only uses the Salesforce API”
- For how customers should install your app, choose “From you website”
https://www.quip.com/install-live-app?id=<YOUR APP ID>into website field, replacing the <YOUR APP ID> part with your actual App ID (also, be sure to use the www.quip.com domain, not your company's personalized Quip domain):
- In the specifications area, under “Supported Editions,” hit “Select Editions” and check off all five Salesforce Editions.
You're all set! Click "Save" to update your listing, and when you're ready to publish it, hit “Publish.” We'll review all your materials and get everything rolling to set your app up for distribution.