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
Select an AppExchange Listing Type
Get To Know the AppExchange Listing Builder
Specify AppExchange Listing Fundamentals
Get Your AppExchange Listing Approved
Link a Solution to Your AppExchange Listing
Installation Methods for AppExchange Solutions
Grow Your AppExchange Business
Manage Your Published Listings
Measure Listing Performance with AppExchange Marketplace Analytics
Track Package Usage with AppExchange App Analytics
AgentExchange Go-To-Market App Guide
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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Installation Methods for AppExchange Solutions

The easier it is for prospects to install your AppExchange solution, the more likely it is that they become paying customers. When you create your listing in the Partner Console, you’re prompted to select an installation method. Offer the method that gives prospects the best experience.

The installation method options vary based on listing type. For managed-package listings, there are three options (1).

A screenshot of the installation method options
Method When to choose this method
Install from your AppExchange listing
  • This method is required for components and recommended for apps.
  • If your solution is a managed package, this method provides the simplest installation experience. Customers can install your solution in their Salesforce sandbox or production environment through the AppExchange installation sequence without your assistance.
  • API solutions can’t be installed directly from AppExchange.
Install from your website
  • If your solution is a downloadable client or needs additional information to be installed, this method is the best.
  • After users click Get It Now on your listing and agree to the terms and conditions, they’re directed to your website to complete the installation process. Make sure that you provide clear download instructions and perform the required setup or configuration.

  • Solutions are not downloaded to a user's device. Instead, they run on the Salesforce cloud infrastructure and download to the user's workspace.
Contact you for install instructions
  • If the installation or selection process requires your assistance, you must choose this method.
  • After agreeing to terms and conditions, the customer is notified that you’ll be in touch shortly to help with the installation. Make sure that your company has the resources to assist potential customers.
  • When a customer contacts you for instructions, we generate a lead. If you select this method, you must specify where you want to receive these leads. Follow the instructions in Enable AppExchange Lead Collection.
Install from a Tableau Exchange listing
  • If your solution is a Tableau Accelerator, you must use this method.
  • Accelerators listed on AppExchange have corresponding listings on Tableau Exchange. AppExchange customers who choose to install your Accelerator are redirected to the installation flow on Tableau Exchange.