ISVforce Guide
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AppExchange Leads
When you enable lead collection for your AppExchange listing and a customer interacts
with the listing, AppExchange records a lead. If you enabled Web-to-Lead in your Salesforce org,
AppExchange can also deliver the lead to that org. Some Web-to-Lead settings can prevent leads
from being delivered to your org.
You can collect leads when a customer:
- Installs your solution
- Takes a test drive
- Watches a demo or video
- Signs up for a free trial
- Clicks Learn More
Before you enable lead collection on your listings:
- Configure Web-to-Lead in the org where you want to receive leads.
- Disable Require reCaptcha verification in the org’s Web-to-Lead settings. If reCaptcha is enabled, no AppExchange leads are sent to the org.
Set up lead collection on a per-listing basis. For each listing, enable the customer interactions that trigger lead collection. For each interaction, also complete any required setup. For example, to collect leads when customers watch your demo, you must add a demo video to your listing.
When a customer interacts with your listing and lead collection is enabled for that
interaction, they’re prompted to fill out the AppExchange lead sign-up form. Info collected from
the form, combined with customer activity data, is shared as a lead.
Regardless of your listing’s lead-collection settings, customers can still view your demo, take a test drive, click to learn more, and install your solution.