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.
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.