ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for AppExchange Partners and Solutions
Pass the AppExchange Security Review
Manage Your AppExchange Listings
Prepare to List Your Solution on AppExchange
Create Your AppExchange Listing
Grow Your AppExchange Business
Collect AppExchange Leads
AppExchange Leads
AppExchange Leads and License Activities
AppExchange Lead Sources
Enable AppExchange Lead Collection
Troubleshoot AppExchange Leads
How Does AppExchange Search Work?
Manage Your Published Listings
Measure Listing Performance with AppExchange Marketplace Analytics
Track Package Usage with AppExchange App Analytics
Sell on AppExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Provide Free Trials of Your AppExchange Solution
OEM User License 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.

You can’t modify the lead form that customers are asked to fill out. To share ideas for improving the lead form, go to IdeaExchange.

Note

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.