ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Quick Start Tutorials: Become a Partner and Build a Simple AppExchange Solution
Design and Build Your AppExchange Solution
Package and Test Your AppExchange Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
What Is AppExchange?
Business Plans for AppExchange Listings
Submit a Due Diligence and Compliance Certification
Publish on AppExchange
How Does AppExchange Search Work?
Email Notifications
Collect AppExchange Leads
AppExchange Leads
AppExchange Leads and License Activities
Enable AppExchange Lead Collection
AppExchange Lead Source Codes
Troubleshoot AppExchange Leads
Analytics Reports for Publishers
Update the Package in Your AppExchange Listing
AppExchange FAQ
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
Report Orders to Salesforce with the Channel Order App
Managing Licenses for Managed Packages
License Your AppExchange Solution
Provide a Free Trial of Your AppExchange Solution
Update Your AppExchange Solution
User License Guides for Salesforce Partners
PDF

Newer Version Available

This content describes an older version of this product. View Latest

AppExchange Lead Source Codes

Lead source codes provide information about how the lead was created and can help you determine how to proceed.

AppExchange lead source codes always use this format: SFDC-XX|Listing Name or SFDC-dup-XX|Listing Name. XX identifies the action that the user performed to generate the lead.

This table lists AppExchange actions and what they mean.

Action Description
IN The user clicked Get It Now on your listing and started the install process for your solution. This action includes agreeing to the terms and conditions and clicking the install button on the confirmation page.

Sometimes users don’t complete the installation, or they uninstall your solution later. To track package installations, use the License Management App (LMA).

Note
DM The user clicked View Demo on your listing and watched some or all of your demo video.
LM The user clicked Learn More on your listing.

Listings that previously had Learn More buttons now have Get It Now buttons and receive lead source codes with IN actions.

Note
TS The user clicked Get It Now on your listing and started a 30-day free trial of Salesforce and your solution. These users can be existing Salesforce customers.
TD The user clicked Test Drive on your listing and tried your solution in a test org.

Package Installation Leads

Package installation is one example of a user activity that triggers lead creation. However, AppExchange isn’t the only source of installation leads. The License Management App (LMA) also creates installation leads. Let’s look at an example. A user purchases your solution and installs it via an installation URL. AppExchange isn’t aware of the user’s activity, so it doesn’t create a lead. However, the installation triggers the LMA to create a lead. To know which application created the lead, check the lead source code.

The source code for LMA leads is Package Installation.

Note

Let’s tweak our example to see how multiple installation leads can be created for the same package. First, a user clicks Get It Now, and starts but doesn’t complete the installation. AppExchange creates a lead with source code SFDC-IN|Simple Sample App. Later, the same user purchases your solution and installs it via an installation URL. The LMA creates a second lead with source code Package Installation. Same user. Same package. On the surface, the leads appear to be duplicates, but the lead source codes show that they aren’t.

Learn more about LMA leads in Lead and License Records in the LMA.

Duplicate Leads

A duplicate lead is a lead that AppExchange already sent to your org for this user, listing, or action within the past 180 days.

Duplicate lead source codes always contain the string -dup- and use the format SFDC-dup-XX|Listing Name. For example, SFDC-dup-DM|Simple Sample App indicates a duplicate lead from a user who clicked View Demo on the Simple Sample App listing.