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Packaging Overview

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Naming Your Package and Retrieving the Package Components

You'll continue the packaging process by naming your package and adding some detail in the Description field if you'd like. Your package name and description will appear later as the app abstract displayed in your AppExchange directory entry. This entry can be seen only by you and those you invite to see it until you complete the publishing process. Once your app is accepted for publication on AppExchange and you take it live, the entry will also be part of the information in its listing on the AppExchange directory.

Upon saving the package name, the system creates a container for your app. If this is a new package, no package items, which are the app components, have been added. You'll next add components to the package. If this is a new version of an existing package, you'll be adding newly created components to a package you've already defined.

You can choose one of two methods for gathering the components you want to package.

You can:

  • individually decide on and choose all the components that you want to package.
  • use the Custom App automated method to automatically retrieve all the components that the system believes are associated with the app or apps you choose to package.

We recommend that you use the Custom App method.

Custom App is an automatic method that collects all the component types and components that the system thinks should be in your package. It's the default selection, and usually the first choice you'll want to make when packaging.

NOTE: Not all the components that you want in your package may be found by the automatic retrieval method so you may need to add some manually.

On the Add to Package page, choose Custom App from the Item Type drop-down list. You'll see a list of all the apps available for packaging within your Developer Edition org. Check the box to the left of the app or group of apps for which you wish to automatically retrieve components.

NOTE: You may not de-select custom objects to create subset packages of your app. If you would like only a subset of the app's components, you should use the individually-selected method.

When you click Add to Package, the system scours the chosen app or group of apps and retrieves all the related components it believes are needed for inclusion in your package.

The Custom App method performs a retrieval of the custom object definitions for all of the objects, custom tabs, s-controls — in fact almost any type of component, including documents, reports, and dashboards for the selected app or apps. The retrieval results can be found in the Package Items list, which is often referred to as the "application component manifest." Salesforce account administrators will examine the manifest of any app they are considering installing because this list provides a detailed description of the app contents.

While the Custom App method automatically retrieves the main object components, you'll need to explicitly add any additional necessary components needed to run your app. You'll do this by choosing each of the component type options from the Add to Package page Item Type drop-down list. In this way, you'll complete the application component manifest, listing all the package items.

About When and How to Manually Retrieve All Components

You may want to create a package for a version of an app that has specific objects not included. For example, hospitals may buy a version of a Blood Donation Manager app that includes a specific tab, while blood banks may prefer a version that has that specific tab omitted. Since use of the Custom App method does not allow you to de-select custom objects to create subset packages of your app to meet these kinds of customer requirements, you will need to manually build the application component manifest.

To build the application component manifest component by component, from the Item Type drop-down list, choose each of the component type options below Custom App one by one so you don't forget any components.

When all of the package items for a component type appear on the Add to Package page, put a check next to the components that you want included. Be sure to NOT check components that you want to omit.