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
Grow Your AppExchange Business
Collect AppExchange Leads
AgentExchange Leads
AgentExchange Leads and License Activities
AgentExchange Lead Sources
Enable AppExchange Lead Collection
Troubleshoot AppExchange Leads
How Does AppExchange Search Work?
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
PDF

AgentExchange Leads

When you turn on lead collection for your AgentExchange listing and a customer interacts with the listing, AgentExchange records a lead. If you enabled Web-to-Lead in your Salesforce org, AgentExchange delivers the lead to that org. Some Web-to-Lead settings prevent leads from being delivered to your org.

You collect leads when a customer:

  • Installs your solution
  • Takes a test drive
  • Watches a demo or video
  • Signs up for a free trial
  • Requests a private offer
  • Clicks Learn More

Before you turn on lead collection on your listings:

  • Configure Web-to-Lead in the org where you want to receive leads.
  • Turn off Require reCAPTCHA verification in the org’s Web-to-Lead settings. No AgentExchange leads are sent to the org if reCAPTCHA is turned on.

To collect leads, select and configure the customer interactions for your listing. Some interactions have requirements, such as uploading a video before enabling demo-based lead collection.

If lead collection is on, customers are prompted to fill out a sign-up form. The customer form and activity data are then shared as a lead.

You can’t modify the lead form that customers fill out. To share ideas for improving the lead form, go to IdeaExchange.

Note

Regardless of your listing’s lead-collection settings, customers can still view your demo, take a test drive, click to learn more, and install your solution.