Create a Customer Integration Deployment

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

Your account must have the customer deployment icon 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. Select customer deployment icon Customer Deployment.
  2. Select New Deployment.
    The New Integration Deployment window opens.
  3. Select the integration you want to deploy, then select Next.
  4. Select the integration features you want to enable, then select Next.
    Note: Features are put into an onboarding state and will not yet be active.
  5. In the Workspace name field, enter a descriptive workspace name, then select Next.
    As a best practice, follow this naming convention when adding a workspace: Company Name: Connector 1 <> Connector 2.
  6. In the Email address field, enter the integration customer’s email address.
  7. If you want to enable the customer to troubleshoot beyond managing connections, select the Grant full workspace level access checkbox.
  8. Select Complete.
A new integration deployment owned by your account is created. It displays in your customer deployment icon Customer Deployment and customer workspace icon Customer Workspaces pages.App Xchange Customer Deployments page

The customer you invited receives an email titled “You're Invited to Use an Integration on App Xchange.”

App Xchange integration invitation email

Once the customer accepts the invitation on the platform, the deployment displays in the integration workspace icon Integration Workspaces tab in their workspace.

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