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Onboarding Customer Checklist - App Xchange for Products

Modified: 6 Aug 2026 App Xchange Workflows Help

Once you have built an integration and are ready to deploy this integration to a customer, follow these steps to create and connect a customer workspace.

Before you complete this task, ensure you have followed the steps in the App Xchange for Products.
You must complete a new form for each new deployment.
  1. Engage with the customer.

    Notify the customer that an App Xchange invitation is coming. Provide documentation outlining the technical prerequisites they must meet to prepare their system.

  2. Issue the integration invitation.
    For instructions, see Create a Customer Integration Deployment.
    A deployment workspace is created for the customer. The customer is invited.
  3. Prompt your customer to input their credentials and configure the connectors.
    If required, you can perform these steps on behalf of the customer.
  4. Configure the workspace.

    Enable features, set configurations, and run schedules to populate the cache and get the data state ready to activate the integration.

The customer workspace is connected and configured. You can view and manage the workspace in customer workspace icon Customer Workspaces.

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