ISVforce Guide

ISVforce Guide: Build and Distribute AppExchange Solutions
Release Notes
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Design Your AppExchange Solution
Pass the AppExchange Security Review
Publish Your Solution on AppExchange
What Is AppExchange?
Publish on AppExchange
Launch the AppExchange Partner Console
Connect Your Dev Hub or Packaging Org to the Partner Console
Create or Edit Your Provider Profile
Create or Edit Your AppExchange Listing
Select Business Needs for Your AppExchange Solution
Show Diverse-Owned Business Details on Your AppExchange Listing
Show Accessibility Details on Your AppExchange Listing
Show Pledge 1% Details on Your AppExchange Listing
Make Your AppExchange Listing Effective
AppExchange Listing Approvals
Select an Installation Method
Register Your Package and Choose License Settings
Complete the Security Review Cycle
How Does AppExchange Search Work?
Email Notifications
Collect AppExchange Leads
Update the Solution in Your AppExchange Listing
AppExchange FAQ
Sell on AppExchange with Checkout
Monitor Performance with Analytics for AppExchange Partners
Report Orders to Salesforce with the Channel Order App
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
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Select an Installation Method

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 them 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.
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.
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 provided clear download instructions and performed the required setup or configuration.
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.