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Prepare to Install an AgentExchange Package

Before you install an AgentExchange package, verify that it's compatible with your Salesforce implementation by checking the technical requirements. Optionally, determine if the package supports automatic upgrades.

Verify Technical Requirements

Every package has technical requirements, such as the Salesforce editions that it supports. To verify that a package is compatible with your implementation, go to the More Details tab on its AgentExchange listing. Then, review the details in the Compatibility and App Details sections.

Determine if the Package Supports Upgrades

If you prefer a solution that receives automatic upgrades, choose a managed package. Unmanaged packages aren’t upgradeable.