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
AgentExchange Go-To-Market App Guide
Prerequisites and Considerations
Building Blocks of the Go-To-Market App
Go-To-Market App Transaction Lifecycle
Get Started with the AgentExchange Go-To-Market App
Undertand Invoices and Payouts
Understand Licensing in the Go-To-Market App
Your Customers and the Go-To-Market App
Migrate Existing Orders to the Go-To-Market App
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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Prerequisites and Considerations

There are a few prerequisites and considerations to review before setting up the Go-To-Market (GTM) app.

Prerequisites

  • Be an existing ISVForce Salesforce partner who is enrolled in the AgentExchange Partner Program.
  • Have a seat-based managed package that is associated with your Salesforce org.
  • Set up USD as a currency in your Partner Business org. Private offers contain currency fields, which must be in USD.
  • Execute a Partner Application Distribution Agreement (PADA), or update your existing distribution agreement, with Salesforce that incorporates the AgentExchange Go-To-Market App Terms.

Considerations

  • US Customers: The GTM app is available to US-based customers only.
  • New Customers: The GTM app can only be used to transact with customers that are new to the partner. You can’t sell new products to existing customers.
  • Seat-based: Only seat-based managed packages, native to the Salesforce Platform, are supported in the GTM app. Layered and consumption-based pricing options aren’t supported.
  • Permission set licenses requirements: Permission set licenses (PSL) are only supported in second-generation packaging (2GP) managed packages.
  • Contracts: 12-month contracts are required. To prevent issues, make sure that the customer has an active Salesforce contract for more than 12 months, or intends to renew the contract for the underlying required Salesforce product.
  • Payment terms:
    • The default and supported payment term is NET30.
    • Invoices are sent to the customer one day before the order start date.
    • Payment for the entire value of the order is due upfront.
    • ACH debit is the supported payment method.
  • Renewals, cancelations, refunds: Customer orders don't automatically renew. Offer and order cancellations, and partner-initiated refunds to customers, aren't supported currently.