Application Installation Guide

What Is AgentExchange?
Discover AgentExchange Solutions
Prepare to Install an AgentExchange Package
Receive Private Offers from AgentExchange Partners
Unauthorized Managed Packages
Installing Packages
App Rollout
Access AgentExchange from Agentforce Builder
After Installing a Package
FAQ
AgentExchange Considerations
PDF

Receive Private Offers from AgentExchange Partners

Customers can receive tailored pricing and contract terms by opting into private offers directly within their Salesforce org. This streamlined procurement process replaces fragmented email chains with a unified purchasing experience through the Your Account page. Users can review, accept, or reject customized offers sent by third-party partners to speed up solution deployment. After you accept the offer, automated billing and provisioning then ensure immediate access to the purchased software.

User Permissions Needed
To receive, review, and accept Private Offers: Manage Billing User permission

Only specific partners use the Private Offers. If a partner offers the service, you either see a Request Private Offer button on their AgentExchange listing or they can send you a private offer directly.

Note

Receive Private Offers

To receive private offers from partners:
  1. From Setup, in the Quick Find box, enter Offers Marketplace, and select it.
  2. Select Opt-in to Partner Offers and Agree to Terms and Conditions to turn on Private Offers.
  3. Agree to the terms to allow third-party negotiations within Salesforce.

Request Private Offers

To request private offers from a partner listing:
  1. From an AgentExchange listing, select Request Private Offer.
  2. Fill in your contact information and details about your request.
  3. Select Request Offer.
  4. You receive an email with the offer and links to respond when it's ready.

Manage Offers

To manage private offers in your Salesforce org:
  1. After you opt in, go to the Your Account page.
  2. Select the Partner Offers tile.
  3. From the Partner Offers tab, select the offer you want to manage.
  4. From the Offer Detail page, you can view all the offer details, including negotiated pricing, start and end dates, and contract terms.
  5. Select Accept or Reject to respond to the offer.
  6. After you accept the offer, Salesforce generates an order that appears in the partner and Salesforce systems. You receive your product licenses and an invoice, as outlined in the offer. You can continue to access offer details from the Your Account page.