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Salesforce AppExchange

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Admin Setup

AppExchange Chat - Overview

AppExchange Chat allows real-time engagement with prospects on your AppExchange listings, helping you convert more leads.

AppExchange Chat: Getting Started

Kickstart your AppExchange Chat journey with a kickoff call and personalized onboarding sessions.

AppExchange Chat: Go-Live Process

Launch AppExchange Chat on your listings. Follow the go-live process and coordinate with your Qualified team for a smooth transition

AppExchange Chat: Connecting to Salesforce

Connect AppExchange Chat to Salesforce seamlessly. Follow prerequisites and FAQs for smooth integration. Get started now!

AppExchange Chat: External Systems

Integrate AppExchange Chat with Pardot, Marketo, HubSpot, Slack, Microsoft Teams & more. Target visitors, alert sales reps, & enrich data

AppExchange Chat: Data Mapping

Learn to map AppExchange Chat data into Salesforce. Configure lead & contact fields, create campaigns, & ensure accurate attribution.

AppExchange Chat: Styling & Content Guidelines

Learn styling & content guidelines for AppExchange Chat. Customize appearance, interface text & follow brand guidelines.

AppExchange Chat: Application Setup

Configure AppExchange Chat experiences and routing rules efficiently. Select from the Experience Library and set up notifications.

AppExchange Chat: Testing

Test AppExchange Chat experiences before going live. Ensure lead creation, updates, and triggers work smoothly.

AppExchange Chat: Get Support

Need help with AppExchange Chat? Learn who to contact for common questions and issues. Reach out to Qualified or Salesforce for support.

AppExchange Chat: Deactivation

Deactivate AppExchange Chat easily for contract ends, staffing changes, or complete removal from your listing.

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