User Journey

App Xchange users will navigate considerably different paths through the platform depending on their subscription type and goal.

The App Xchange platform contains many different features. Depending on your subscription type, you may only interact with some of these features. Read on for an overview of the most common user roadmaps.


Regardless of what your goal on the platform is, you should review the rest of the Getting Started section before diving deeper.

Building an Integration

If you want to build and deploy integration products that automate workflows and synchronize data between your software systems and others, follow these steps. You can then sell these integration products to your existing customer base. App Xchange for Product users will typically follow this basic roadmap to success.

Your integration is complete and listed for sale. Onboard new customers to manage their data exchange. Use the Account Dashboard to support your customers by monitoring the health of your integration.

Moving Data

All customers will move data, whether you are testing an integration in a development workspace, customizing a deployed integration, or building flows directly in an automation workspace. 

An App Xchange for Contractors license enables companies to build and deploy custom integrations that automate workflows and synchronize data across software systems. App Xchange for Contractors users will typically follow this basic roadmap to success.

Your flows are moving data. Whether you’ve built flows directly in an automation workspace or added to a deployed integration, monitor your data health using the Account Dashboard, Tasks, and flow step emails. 

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