ISVforce Guide: Build and Distribute AgentExchange Solutions | ISVforce Guide

Get Ready to Distribute on AgentExchange
Before you list a solution or consulting service on AgentExchange, complete the prerequisite tasks. First, sign up for the ISV Partner Program. Next, verify that you have a Partner Business Org. Then, get familiar with the resources and documentation that can help you navigate the partner journey efficiently.

Use Managed Packages to Develop Your AgentExchange Solution
Managed packages are the tool that Salesforce partners use to create business apps, and distribute their apps to customers via AgentExchange. The suite of capabilities offered by managed packages helps you distribute, license, pilot features, troubleshoot, and monetize your offerings.

Manage Orgs with Environment Hub
The Environment Hub lets you connect, create, view, and log in to Salesforce orgs from one location. If your company has multiple environments for development, testing, and trials, the Environment Hub lets you streamline your approach to org management.

Architectural Considerations for Group and Professional Editions
Discover the architectural concepts that influence AgentExchange solution design.

Security Requirements for ISV Partners and AgentExchange Solutions
[Effective Date: August 9, 2023] As a Salesforce Partner, you’re responsible for implementing and maintaining a comprehensive security program and maintaining the security of all applications that you list on AgentExchange or distribute under the ISV Partner Program.

Pass the AgentExchange Security Review
[Effective Date: August 9, 2023] At Salesforce, nothing is more important than the trust of our customers. Trust requires security. Learn how to prepare for and pass the AgentExchange security review.

Manage Your AgentExchange Listings
Create listings for the solutions you distribute on AgentExchange. Set up a company profile for your AgentExchange business. Connect your Salesforce business and development orgs, solutions, and trials to the Partner Console. Configure default license settings for your managed packages. Collect leads when customers interact with your listings. Track listing performance and package usage with analytics.

AgentExchange Go-To-Market App Guide
The Go-To-Market (GTM) app delivers a complete buying experience powered entirely by Salesforce. It offers several major benefits for you—our partners and your customers. Customers get a cohesive purchasing and billing journey, orchestrated within the Salesforce Platform, which means fewer manual steps for everyone. Automating the selling journey creates opportunities for your teams to shift focus from administration to innovation. For partners, your team can focus on innovation and efficiency, which often translates directly to growth. By automating provisioning and payment collection, we simultaneously reduce operational overhead and minimize liability. Best of all, the GTM app unlocks new revenue potential. With a wider range of pricing models, you can create more compelling customer offers, including options for consumption-based selling and permission set licenses.

Sell on AgentExchange with Checkout
Accept credit card payments and bank transfers directly from your listing with AgentExchange Checkout. Transform your sales and revenue data into insights and actions with the Checkout Management App.

Report Orders to Salesforce with the Channel Order App
Create, manage, and submit orders to Salesforce with the Channel Order App (COA). If you’re an OEM partner, you can use the COA to provision Salesforce licenses and for revenue sharing. If you’re an ISV partner, you can use the COA for revenue sharing. If you use AgentExchange Checkout to manage customer payments, don’t use the COA. Revenue for partners who use Checkout is automatically reported to Salesforce when customers purchase your AgentExchange solution.

Provide Free Trials of Your AgentExchange Solution
Increase customer conversion by offering free trials of your AgentExchange solution. Explore trial options, and determine the best type for your solution.

OEM User License Guide
Learn about the license types that are available to OEM partners.