Create a Customer Integration Deployment

Follow these steps to deploy an integration to a new customer workspace.

Your account must have the Customer Integrations feature enabled and an operational integration to complete these steps.
Note: If your customer accepts the invitation, it counts towards your integration deployment allotment. If you exceed your allotment, you automatically enter a new billing tier.
  1. In your account, navigate to the Customer Deployments page.
  2. Select New Deployment.
    The New Integration Deployment window opens.
  3. Select the integration you want to deploy, then select Next.
  4. Enter a descriptive workspace name in the Workspace name field, then select Next.
    As a best practice, follow this naming convention when adding a workspace: Company Name: Connector 1 <> Connector 2.
  5. Enter the integration customer’s email address, then select Complete.

A new integration deployment owned by your account is created. It displays in your Customer Deployments tab in your integration. The customer you invited receives an email titled “You're Invited to Use an Integration on App Xchange.”

Once the customer accepts the invitation on the platform, the deployment also displays in the Integrations tab in their workspace.

Note: It may take several minutes for your integration deployment to display.