Role: AppExchange Partner (ISV) Operations
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Role-based Learning Path featuring Trailhead


This learning path is for operations, sales ops, order management, finance, legal and related roles to learn about the distribution process and key AppExchange Partner (ISV) technologies to deliver cloud-based, commercial solutions. Complete your learning journey by following the steps below.

What You Need to Know
  • The Partner Community is your one-stop shop for education, enablement, and engagement (Sign Up)
  • AppExchange Partners (ISVs) in an operational role should understand the full AppExchange Partner lifecycle (6 phases)
  • Your most important resources are Trailhead, the Partner Community, Developer Site, and the ISVforce Guide
  • To distribute your commercial application, you must complete the Trust Academy training course and your app must pass Security Review
  • The Distribute Like Salesforce Checklist and training videos walk you through how to upload and distribute your managed package
  • You must understand the Key AppExchange Partner (ISV) Technologies for distribution (see below)
  • You must have the Listings permission on the Partner Community to upload a Managed Package or update your AppExchange listing
  • You must have a signed partner revenue-share agreement with Salesforce in order to distribute your commercial app
Featured Trailhead Modules


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TRAILHEAD: Build Apps as an ISV Partner
Get the tools you need to build and sell your app with the Partner Program for ISVs

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Review the Partner Community for AppExchange Partners (ISV), particularly the Distribute phase

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Thoroughly review the ISVforce Guide, particularly the Publishing section

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Learn more about the AppExchange Partner Program and technical AppExchange Partner (ISV) Benefits

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Join the Operations Review Group on the Partner Community to collaborate with Salesforce Technical Evangelists

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TRAILHEAD: Navigate the Salesforce Advantage
Learn about the key differentiators that drive customer success

Understand the the values that make our vision of Ohana a reality, and start bringing your own company values to life

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Watch this session to learn how to Publish Your First App on the AppExchange

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Complete all of the free Distribution training modules to fully understand the process

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Become an expert in the Key AppExchange Partner (ISV) Technologies for distributing your commercial solution and managing your business:
Security Review - your app must pass this review in order to distribute your product
Partner Business Org - manage your entire business in the cloud
License Management App - manage leads, licenses, and support in your Partner Business Org
Trialforce - create custom-branded free trials for targeted customer acquisition
Channel Order App - submit and track orders in your Partner Business Org
Checkout (if applicable) - a simple, self-service way to manage payments for your offering

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Understand the Operations Review process and complete all of the steps on the Distribute Like Salesforce Checklist (login required)

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Learn how to create and manage your AppExchange listing

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Be aware of Partner Branding Guidelines

Other Recommendations

::  Salesforce Security Guide - understand the Salesforce security features that enable you to empower your users to do their jobs safely and efficiently
::  TRAILHEAD: Process Automation Trailhead Module - save time across your org by using our point-and-click tools to automate repetitive business processes
::  CERTIFICATION: Review the  Certification Learning Paths for your role (Salesforce University) 
:: Stay current by following the  Official: Partner Community Group
:: Attend live  Office Hours