Platform Pkg Exchange

• Add Approvers
• Evaluate Agent Assets in Agentforce Builder
• Install and Update Agent Assets from AgentExchange
• Manage Install Request Approvers
• Remove Approvers
• Find PreBuilt Agentforce Assets on AgentExchange
• Turn Off Install Request Approvers
• Turn On Install Request Approvers
• Access AgentExchange from Agentforce Builder
• AgentExchange Considerations
• Discover AgentExchange Solutions
• FAQ
• Application Installation Guide Previous PDF Versions
• Installing Packages
• Unauthorized Managed Packages
• After Installing a Package
• Prepare to Install an AgentExchange Package
• Receive Private Offers from AgentExchange Partners
• App Rollout
• What Is AgentExchange?
• Add AI Details to Your Agentforce Solution Listing
• AI Details for Your Agentforce Solution
• Sell on AgentExchange with Checkout
• Connect Your Solution to the AgentExchange Partner Console
• Connect Your Trial Template to the AgentExchange Partner Console
• Connect Your Orgs, Solutions, and Trials to the AgentExchange Partner Console
• Designate Contacts for Your AgentExchange Business
• Installation and Review Email Notifications
• Enable AgentExchange Lead Collection
• Grow Your AgentExchange Business
• Installation Methods for AgentExchange Solutions
• Access the AgentExchange Partner Console
• AgentExchange Lead Sources
• Collect AgentExchange Leads
• AgentExchange Leads and License Activities
• AgentExchange Leads
• Link a Solution to Your AgentExchange Listing
• Showcase Your Competencies
• Create Your Consultant Listing
• Evaluate and Improve Your Consultant Listings
• Publish Your Consultant Listing
• List Your Consulting Services on AgentExchange
• Sign the Partner Application Distribution Agreement
• Submit Your AgentExchange Listing for Approval
• Get Your AgentExchange Listing Approved
• Specify AgentExchange Listing Fundamentals
• Add MCP Servers to Your Agentforce Agents
• Create AgentExchange Listings Faster with LLM-Assisted Authoring
• Get To Know the AgentExchange Listing Builder
• Request an API Token for Your Solution
• Manage Your Published Listings
• Verify Access to Your Salesforce Partner Business Org
• Join the Salesforce Partner Community
• Salesforce Partner Business Org
• Request a Salesforce Partner Business Org
• Get Ready to Distribute on AgentExchange
• Prepare to List Your Solution on AgentExchange
• Show Accessibility Details on Your AgentExchange Listing
• Select Business Needs for Your AgentExchange Solution
• Show Diverse-Owned Business Details on Your AgentExchange Listing
• How Does AgentExchange Search Work?
• Create Your AgentExchange Listing
• Make Your AgentExchange Listing Private
• Set Default Licensing for Your Managed Package
• Connect Your Partner Business Org to the AgentExchange Partner Console
• Show Pledge 1% Details on Your AgentExchange Listing
• Create a Company Profile for Your AgentExchange Business
• Request an API Token for Your Solution
• AgentExchange Security Review for Your Solution
• Select an AgentExchange Listing Type
• AgentExchange Solution Types
• Troubleshoot AgentExchange Leads
• Update the Solution in Your AgentExchange Listing
• View Your Private AgentExchange Listings
• Report Orders to Salesforce with the Channel Order App
• Features in Group and Professional Editions
• Limits for Group and Professional Editions
• Using Apex in Group and Professional Editions
• API Access in Group and Professional Editions
• Supporting Multiple Editions using Dynamic Apex
• Supporting Multiple Editions Using an Extension Package
• Architectural Considerations for Group and Professional Editions
• Access Control in Group and Professional Editions
• Sample Design Scenarios for Group and Professional Editions
• Accessing REST API in Group and Professional Editions
• Designing Your App to Support Multiple Editions
• Environment Hub Best Practices
• Considerations for the Environment Hub in Lightning Experience
• Can I disable the Environment Hub?
• Can I use the Environment Hub in Lightning Experience?
• Environment Hub FAQ
• Can I install the Environment Hub in more than one org?
• Can an org be a member of multiple Environment Hubs?
• How is locale determined for the orgs I create in the Environment Hub?
• What kinds of orgs can I create in the Environment Hub?
• Are the orgs that I create in the Environment Hub the same as the ones I created in the Partner Portal?
• Can I enable the Environment Hub in a sandbox org?
• Where do I install the Environment Hub?
• Configure the Environment Hub
• Get Started with the Environment Hub
• Manage Orgs with Environment Hub
• Connect an Org to the Environment Hub
• Create an Org from the Environment Hub
• Manage Orgs in the Environment Hub
• Define an SSO User Mapping
• Disable SSO for a Member Org
• Enable SSO for a Member Org
• Use a Federation ID or Formula for SSO
• Single Sign-on in the Environment Hub
• Provide Free Trials on Your AgentExchange Listing Using a Trialforce Template
• Deliver Trials on AgentExchange with Test Drives
• Create a Test Drive Org with Environment Hub
• Provide Test Drives on Your AgentExchange Listing
• Request an Extension for a Test Drive Org
• Update Your Trialforce Template
• Prepare Your Test Drive Org
• Create PSL Feature Tiers and License Management CLI with the Dreamhouse App
• Understand Permission Set Licenses
• Navigate Learning Resources for Salesforce Partners
• ISVforce Guide Previous PDF Versions
• Use Managed Packages to Develop Your AgentExchange Solution
• OEM User License Guide
• Connect a Trialforce Template to the AgentExchange Partner Console
• Manage Your AgentExchange Listings
• ISVforce Guide: Build and Distribute AgentExchange Solutions
• Building Blocks of the Go-To-Market App
• Calculate Your Expected Payout
• Migrate Existing Orders to the Go-To-Market App
• Prerequisites and Considerations
• Your Customers and the Go-To-Market App
• Get Started with the AgentExchange Go-To-Market App
• AgentExchange Go-To-Market App Guide
• Understand Licensing in the Go-To-Market App
• Go-To-Market App Transaction Lifecycle
• Undertand Invoices and Payouts
• Partner Payouts Overview
• Use Permission Set Licenses to Sell Tier-Based Products
• Security Policy Requirements
• Security Requirements for ISV Partners and AgentExchange Solutions
• Pass the AgentExchange Security Review
• Salesforce AI Skills for Trialforce
• Trialforce Best Practices
• Custom Branding for Trialforce
• Trialforce Key Concepts and Relationships
• Create and Manage Trialforce Source Orgs
• Create a Trialforce Source Org with Environment Hub
• Create a Trialforce Source Org with a Trialforce Management Org
• Create Branded Emails
• Create a Branded Login Page
• Create a Trialforce Template
• Request a Trialforce Management Org
• Request an Extension for a Trialforce Source Org
• Deliver Trials on AgentExchange with Trialforce
• Considerations for Trialforce Templates
• Which Trial Method Is Right for My AgentExchange Solution?
• Provide Free Trials of Your AgentExchange Solution
• API and Dynamic Apex Access in Packages
• Package Dependencies in First-Generation Managed Packages
• Example of a Post Install Script
• How Does a Post Install Script Work?
• Specifying a Post Install Script
• Run Apex on Package Install/Upgrade
• Example of an Uninstall Script
• How Does an Uninstall Script Work?
• Specifying an Uninstall Script
• Run Apex on Package Uninstall
• Enable App Analytics on Your First-Generation Managed Package
• AgentExchange App Analytics for First-Generation Managed Packages
• Create a Beta Version of Your App
• Create a Managed Package Version of Your App
• Deploy the Package Metadata to the Packaging Org
• Install the Package in a Target Org
• View All Package Versions in the Org
• View Information About a Package
• Build and Release Your App with Managed Packages
• Packaging Checklist
• Package IDs
• Create a First-Generation Managed Package using Salesforce DX
• Connected Apps
• Convert Unmanaged Packages to Managed
• Create a First-Generation Managed Package Using a UI
• Set Up a Platform Cache Partition with Provider Free Capacity
• Plan the Release of First-Generation Managed Packages
• Configure Default Package Versions for API Calls
• Package Versions in First-Generation Managed Packages
• Generate an Enterprise WSDL with Managed Packages
• Develop App Documentation
• Permission Sets and Profile Settings in Packages
• Manage API and Dynamic Apex Access in Packages
• Components Available in First-Generation Managed Packages
• Scratch Org Allocations for Salesforce Partners
• Supported Scratch Org Editions for Partners
• View Package Details in First-Generation Managed Packages
• Manage Versions of First-Generation Managed Packages
• Convert Your Managed 1GP Package to 2GP
• About Package Conversion and Package Migration
• Complete the Move to 2GP Package Development
• Move to 2GP Package Development
• Migrate Your Subscribers from 1GP to 2GP
• Plan Your Package Migration
• Before You Begin Package Migrations
• Test Converted Packages and Subscriber Migrations
• Test Your Converted Managed 2GP Package
• Three Phases of Package Migration Development
• Troubleshoot Package Conversion Failures
• Specify Dependencies on Unpackageable Metadata
• View Details about Your Converted 2GP Package
• Considerations for Package Migrations
• Modifying Custom Fields after a Package Is Released
• Move to 2GP: Migrate Your Managed Packages with Ease
• What Are Beta Versions of Managed Packages?
• Install First-Generation Managed Packages Using Metadata API
• Versioning Apex Code
• Component Availability After Deployment
• Components Automatically Added to First-Generation Managed Packages
• Custom Profile Settings
• Developing and Distributing Unmanaged Packages
• Apex Deprecation Effects for Subscribers
• Work with Services Outside of Salesforce
• Install Notifications for Unauthorized Managed Packages
• Install a Managed Package
• Call Salesforce URLs Within a Package
• Remove Components from First-Generation Managed Packages
• Metadata Access in Apex Code
• Set the Notification Email Address
• Notifications for Package Errors
• About the Partner WSDL
• Work with Patch Versions
• Permission Set Groups
• Protecting Your Intellectual Property
• Protected Components in Managed Packages
• Push Upgrades
• Behavior of Specific Metadata in First-Generation Managed Packages
• Package and Test Your First-Generation Managed Package
• Uninstall a First-Generation Managed Package
• Components Available in Unmanaged Packages
• Update Your First-Generation Managed Package
• Create a Beta Package for First-Generation Managed Packages
• Create and Upload an Unmanaged Package
• Get Access to Agentforce in Your 1GP Packaging Org
• Create and Upload Patches in First-Generation Managed Packages
• Specifying a Post Install Script
• Run Apex on Package Install/Upgrade
• Permission Sets and Profile Settings in Packages
• Install Notifications for Unauthorized Managed Packages
• Permission Set Groups
• Protected Components in Managed Packages
• Why Switch to Second-Generation Managed Packaging?
• First-Generation Managed Packaging Developer Guide Previous PDF Versions
• Publish Extensions to Managed Packages
• Publish Upgrades to First-Generation Managed Packages
• Assign Access to New and Changed Features in First- and Second-Generation Managed Packages
• Push Upgrade Best Practices
• Enable a Package Subscriber to Restrict Push Upgrades
• Push Package Upgrades to Subscribers
• Sample Post Install Script for a Push Upgrade
• Scheduling Push Upgrades
• Register a Namespace for a First-Generation Managed Package
• Resolve Apex Test Failures
• First-Generation Managed Packages
• View Unused Components in a Managed Package
• Create and Upload a First-Generation Managed Package
• Delete Components from First-Generation Managed Packages
• Why Switch to Second-Generation Managed Packaging?
• Add Feature Parameters to Your Managed Package
• Assign Override Values in Your LMO
• Best Practices for Feature Management
• Check LMO-to-Subscriber Values in Your Code
• Considerations for Feature Management
• Create Feature Parameters in Your Packaging Org
• Set Up Feature Parameters
• Hide Custom Objects and Custom Permissions in Your Subscribers’ Orgs
• Install and Set Up the Feature Management App in Your License Management Org
• Use LMO-to-Subscriber Feature Parameters to Enable and Disable Features
• Manage Features in First-Generation Managed Packages
• Track Preferences and Activation Metrics with Subscriber-to-LMO Feature Parameters
• Feature Parameter Metadata Types and Custom Objects
• Check LMO-to-Subscriber Values in Your Code
• Set Up Feature Parameters
• Hide Custom Objects and Custom Permissions in Your Subscribers’ Orgs
• Use LMO-to-Subscriber Feature Parameters to Enable and Disable Features
• Track Preferences and Activation Metrics with Subscriber-to-LMO Feature Parameters
• Associate a Package with the License Management App
• Best Practices for the License Management App
• Move the License Management App to Another Salesforce Org
• Configure Permissions for the License Management App
• Adding Custom Automation to License Management App Objects
• Modify a License Record
• Extending the License Management App
• Install the License Management App
• Manage Licenses for Managed Packages
• License Object Fields
• Package and Package Version Object Fields
• Refresh Licenses for a Managed Package
• Get Started with the License Management App
• Assign Permissions to the Subscriber Support Console
• Lead and License Records in the License Management App
• Leads and Licenses Aren’t Being Created in the License Management App
• Proxy User Has Deactivated Message in the LMA
• Troubleshoot the License Management App
• Editable Properties After Package Promotion or Installation
• AgentExchange App Analytics Best Practices
• AgentExchange App Analytics Developer Cookbook
• Get Help with Prerequisites
• Before You Begin
• Create a Custom Object Creates Per Day Recipe
• Create a Custom Object Reads Per Day Recipe
• Create a Custom Object Updates Per Day Recipe
• Custom Object Usage Recipes
• Create a Daily Unique Users Recipe
• Customer Success Recipes
• Create a Monthly Unique Users Recipe
• Create a Weekly Unique Users Recipe
• App Analytics Recipes
• Create the Country-Codes Dataset
• Monitor the DailyAggregation CRM Analytics Recipe
• Create Your App Analytics Dataset
• Create Your DailyAggregation CRM Analytics Recipe
• Run the DailyAggregation CRM Analytics Recipe
• CRM Analytics Recipes
• Connect to Your License Management App Data
• Monitor Your LMAJoin CRM Analytics Recipe
• Run the LMAJoin CRM Analytics Recipe
• Create the LMAJoin CRM Analytics Recipe
• What Are Recipes?
• Considerations for Custom Interactions
• Package Usage Logs Schema
• Package Usage Summary Schema
• How Does AgentExchange App Analytics Data Flow?
• Download Package Usage Logs, Package Usage Summaries, and Subscriber Snapshots
• Enable App Analytics on Your Second-Generation Managed Package
• Get Started with AgentExchange App Analytics
• Package Usage Logs
• Package Usage Summaries
• Where Do I Go for More Information About AgentExchange App Analytics Queries?
• How Should I Plan My App Analytics Query Strategy?
• CRM Analytics Asset Interactions
• Apex Interactions
• Custom Object and External Object Interactions
• Custom Interactions
• Identify How a User Interacted with Your Packaged Component
• How to Read App Analytics Package Usage Log Data
• Lightning Interactions
• Visualforce Interactions
• Determine What Packaged Component Was Accessed
• Identify Who Interacted with Your Packaged Component
• Large-Sized Partners
• Medium-Sized Partners
• Small-Sized Partners
• Recommendations
• Subscriber Snapshots
• Test Custom Integrations
• App Analytics Use Cases
• Scratch Orgs and Package Development
• Considerations for Promoting Packages with Dependencies
• Develop and Package Agent Templates Using Scratch Orgs
• Package a Custom Flow Connector as a 2GP Managed Package
• Package Data Cloud Metadata Components
• MCP for Agentforce Metadata in Managed Packages
• Package Agentforce Metadata Components
• Get Access to Scratch Orgs That Have Agentforce
• How Scratch Orgs Fit in the Package Development Workflow
• Scratch Org Definition Files vs Org Shape in Package Development
• Create a Package Version Based on a Scratch Org Snapshot
• When to Use Scratch Org Snapshots in Package Development
• Guidance for Package Version Numbering
• Salesforce AI Skill for Post-Install Configuration
• Components Available in Second-Generation Managed Packages
• Scratch Orgs and Package Development
• Get Access to Scratch Orgs That Have Agentforce
• First-Generation Managed Packaging Developer Guide Previous PDF Versions
• Contact Salesforce Partner Support to Enable Specific Packaging Features
• Schedule a Push Upgrade Using CLI
• Enable a Package Subscriber to Restrict Push Upgrades
• Push a Package Upgrade for Second-Generation Managed Packages
• Schedule a Push Upgrade Using SOAP API for First- and Second-Generation Managed Packages
• Develop Second-Generation Managed Packages
• Advanced Features for Second-Generation Managed Packages
• Know Your Orgs for Second-Generation Managed Packages
• Before You Create Second-Generation Managed Packages
• Code Coverage for Second-Generation Managed Packages
• Comparison of First- and Second-Generation Managed Packages
• Specify a Package Ancestor in the Project File for a Second-Generation Managed Package
• Package Installation Key for Second-Generation Managed Packages
• Second-Generation Managed Packaging Keywords
• Understanding Package Upgrades with Ancestry
• Package Connected Apps in Second-Generation Managed Packaging
• Create Dependencies Between Second-Generation Managed Packages
• Create and Register Your Namespace for Second-Generation Managed Packages
• Patch Versions for Second-Generation Managed Packages
• Create a Second-Generation Managed Package
• Release a Second-Generation Managed Package
• Create Versions of a Second-Generation Managed Package
• Customize Second-Generation Managed Package Installs and Uninstalls Using Scripts
• Which Package Types Can Your Package Depend On?
• Prepare to Distribute Your Second-Generation Managed Package
• Get Ready to Promote and Release a Second-Generation Managed Package Version
• Use the CLI to Install a Second-Generation Managed Package
• Sample Script for Installing Second-Generation Managed Packages with Dependencies
• Use a URL to Install a Second-Generation Managed Package
• Upgrade a Second-Generation Managed Package Version
• Install and Uninstall Second-Generation Managed Packages
• Uninstall a Second-Generation Managed Package
• Gaps Between First-Generation and Second-Generation Managed Packaging
• What to Consider Before Removing Metadata Components
• Avoid Namespace Collisions in Second-Generation Managed Packages
• Namespace-Based Visibility for Apex Classes in Second-Generation Managed Packages
• Test and Respond to the New Order Save Behavior
• Package Ancestors for Second-Generation Managed Packages
• Delete a Second-Generation Managed Package or Package Version
• Frequently Used Packaging Operations for Second-Generation Managed Packages
• What’s a Second-Generation Managed Package?
• Best Practices for Second-Generation Managed Packages
• Namespaces for Second-Generation Managed Packages
• Package IDs and Aliases for Second-Generation Managed Packages
• How We Handle Profile Settings in Second-Generation Managed Packages
• Publishing Your App on AgentExchange
• Recommend a Specific Package Version to Your Subscribers
• Share Release Notes and Post-Install Instructions for Second-Generation Managed Packages
• Remove Metadata Components from Second-Generation Managed Packages
• Behavior of Specific Metadata in Second-Generation Managed Packages
• Target a Specific Release for Your Second-Generation Managed Packages During Salesforce Release Transitions
• Specify Unpackaged Metadata or Apex Access for Package Version Creation Tests for Second-Generation Managed Packages
• Use Branches in Second-Generation Managed Packaging
• View Package Ancestry
• View Package Details for a Second-Generation Managed Package
• View Details about a Second-Generation Managed Package Version
• Workflow for Second-Generation Managed Packages
• Second-Generation Managed Packages
• Link a Namespace to a Dev Hub Org
• Manage Scratch Orgs from the Dev Hub Org
• Advanced Project Configuration Parameters for Second-Generation Managed Packages
• Project Configuration File for a Second-Generation Managed Package
• Key Concepts in Second-Generation Managed Packaging
• Transfer a Second-Generation Managed Package to a Different Dev Hub
• Take Ownership of a Second-Generation Managed Package Transferred from a Different Dev Hub
• How Manageability Rules and Ancestry Impact Upgrades for Second-Generation Managed Packages
• Create Feature Parameters for Your Second-Generation Managed Package
• Manage Features in Second-Generation Managed Packages
• Feature Parameter Metadata Types and Custom Objects
• Add a Limited Access User to Your Dev Hub Org
• Set Up Your Development Environment
• Enable Dev Hub and Second-Generation Managed Packaging
• Limited Access License for Package Developers
• Assign Second-Generation Managed Packaging User Permissions
• Manage Scratch Orgs from the Dev Hub Org
• Link a Namespace to a Dev Hub Org