A Complete Guide to Publishing and Scaling Solutions on Salesforce AgentExchange

Enterprise-ready autonomous AI agents are managing complex, multi-step workflows across the sales, service, and marketing operations, enabling businesses to achieve measurable outcomes. 

Agentforce, the digital labor platform by Salesforce, enables businesses to build autonomous AI agents that work with human employees to handle a range of simple to complex tasks. 

AgentExchange is the dedicated marketplace and community for finding and deploying ready-to-use AI solutions into the Salesforce Agentforce platform. It is built on the success of the Salesforce AppExchange, an enterprise cloud marketplace for Salesforce applications, components, bolt solutions, lightning data, flow solutions, and more. 

This marketplace presents immediate opportunities for the Salesforce customers, partners, and community members (i.e., Agentblazers) to implement, deploy, and monetize their AI innovations. 

This AI agent marketplace offers the following AI components to enable the rapid development and deployment of AI solutions on the platform:

• Actions: Reusable tasks of workflows with a declarative interface that defines what AI agents can do and can be easily customized for performing business-specific tasks. For example, retrieving customer data, generating an email, or more. 
• Topics: It is a package of related actions, an AI agent to perform a specific task or handle a particular request. 
• Templates: Reusable, customizable, and pre-configured frameworks for configuring AI agents tailored for specific business operations, such as SDR agents. 

Whether you’re a Salesforce ISV or an individual Agentblazer with ideas, AgentExchange provides you with the infrastructure and direct access to the Salesforce customers looking for autonomous AI agents. 

This blog explains the opportunities you get, how you can publish your solution, challenges that you might face, and success tips to capitalize on those opportunities. 

Let’s get started!

Why Publish on Salesforce AgentExchange? Key Business Opportunities

We have compiled a list of the benefits of Salesforce AgentExchange for publishers:

Access to Salesforce’s Global Community

Salesforce platform is serving more than 150,000 customers globally. AgentExchange is integrated directly into Salesforce, enabling partners to connect directly with its customer base. 

Salesforce customers can discover, try, and purchase the Agentic AI solutions on the AgentExchange and Agent Builder according to their industry or specific use case. This easy discoverability and seamless integration with existing workflows boost the likelihood of sales. 

Monetization Opportunities in High-Growth AI Agent Market

The market for agent-based AI is growing globally. According to a study conducted by Futurum and Salesforce, the agent-based AI market is projected to automate tasks estimated to be around $6 trillion by 2030. Industries like education, financial services, manufacturing, to the retail industry, every industry is expected to leverage the capabilities of agent-based AI. 

Salesforce partners can capitalize on this opportunity by offering pre-built and customizable AI components like actions, topics, and templates. AgentExchange offers support for the different monetization models to create a steady revenue stream.

Salesforce AgentExchange monetization models include:

• Component sales: The most common AgentExchange monetization model. It allows AI agent developers to monetize the standalone offerings of actions, topic bundles, or prompt templates. For example, clearMDM Agentforce Agent Actions to improve Salesforce CRM data, starting at £100/month per company.
• Subscription model: This model involves the offering of an ongoing subscription to AI agent templates that evolve with the customer’s needs. 
• Usages/outcome-based add-ons: AI agent providers can also combine subscription fees with usage/outcome fees to benefit users with special add-ons. 

Collaborative Environment for Businesses, Partners, and Agentblazers

AgentExchange offers a collaborative environment for businesses, partners, and Agentblazers to share innovative ideas and co-create AI agents. 

This community-driven collaboration helps in skill development and cross-industry knowledge sharing. For example, a Salesforce partner specializing in the healthcare industry can leverage insights from peers in other sectors to adapt retail-focused prompt templates to automate the patient intake process. 

Expert Technical Support

Salesforce partners can leverage the prebuilt agent’s actions, topics, templates, and CRM workflows to build and customize AI agents rapidly. Additionally, the Agent Builder, a low-code interface, enables the partners to define the agent jobs and guardrails in natural language, eliminating the need to write code. 

The pre-built integrations (like Slack, Docusign, and Microsoft Dynamics 365 ) enable developers to extend the capabilities of AI agents without building a solution from scratch. 

The Trailhead platform includes dedicated trails and modules with interactive exercises to help developers build enterprise-ready autonomous AI agents. Furthermore, the Salesforce developer community can help partners access peer-to-peer technical support. 

Trust and Credibility

Similar to Salesforce AppExchange, all the solutions listed on the AgentExchange are vetted through a rigorous security review to ensure only trusted, vetted solutions are listed. This helps to instill trust among the Salesforce customers and reduce the adoption barriers. 

It is important to have a security program in place that demonstrates your business’s commitment to security and helps customers evaluate the quality of your solution. Incorporate the following pointers in your security program: 

• It is advised to designate a security expert in your development team and allow collaboration at all stages of development. This helps in ensuring security at all levels proactively. 
• Create a security policy stating how you protect customer assets, such as through encryption, 2FA, access controls, or more. 
• List third-party tools, including all the libraries and software your solution uses, to avoid security gaps and ensure updates. 
• Map your system design. Show how your data flows, where it is stored, and the security steps, such as firewalls and logins. 
• Share compliance certificates such as HIPAA for health-related data, PCI DSS for payment data,  ISO 27001 for data security, and SOC 2 for privacy controls. 
• Get security checks done by an expert and document them to share with your customers. 
• Name partners you share your data with, for instance, Google, AWS, etc. 
• Provide support contacts.

Step-by-Step Guide to Publishing on Salesforce AgentExchange

Listing your solution on AgentExchange is a great way to reach a wider audience. However, there are certain requirements you need to meet before going live. 

A Salesforce partner and Agentblazer community member can list their solutions on AgentExchange.

1. Access to Salesforce Partner Org

To begin, you must log in to a Salesforce Partner Org, a type of Salesforce Org,  which provides access to AgentExchange tools and publishing features. 

Only Salesforce developers have access to Partner Orgs. So, you’ll need a developer to get started.  

2. Prepare Your Solution Components 

• Actions: Tasks your AI agent can perform (e.g., sending an email).
• Topics: A bundle of related actions that help the agent complete a job.
• Templates: Pre-made agent structures that are easy to customize.

3. Add Key Details and Documentation

Create clear and complete information for your listing. 

• Solution name and description 
• Supported industries and business needs 
• Version and feature details 
• Languages supported 
• User documentation and guides 

4. Ensure Technical and Security Compliance 

Make sure your solution is:

• Fully integrated with Salesforce products, it is relevant too. For instance, a marketing-related agent should be compatible with SFDC Marketing Cloud. An agent for automating the qualification of leads can be integrated into your Salesforce Sales Cloud applications.  
• Aligned with security standards like GDPR, data encryption, 2FA, Einstein Trust Layer, and other best practices. 

5. Decide Pricing and Launch 

Decide how you want to monetize your solution: 

• Free: Freely available 
• Freemium: Some features and functionalities are freely available, and for additional features, customers have to pay.  
• Subscription-based: Users pay a recurring fee, monthly or yearly, to use the solution. 
• One-time paid license: Users make a single payment to access your solution permanently.

Screenshots, demo videos, and real-world use cases help users grasp a better understanding of your solution. 

6. Submit For Review

Upload your solution through the AppExchange portal. The Salesforce team will review it for:

• Technical performance
• Innovation and usefulness
• Security 

7. Post-Launch Support and Growth 

After launching: 

• Keep your solution updated with patches and new features.
• Use Salesforce’s dashboard to track downloads, revenue, and user feedback. 

Challenges in Publishing Your Solution on AgentExchange

Marketplace curation and vetting

AgentExchange marketplace for publishers  governs the listings very strictly. It requires writing descriptions with utmost clarity and authenticity. All required information must be curated beforehand in order to avoid delayed time-to-market.

The listings undergo technical and security reviews in order to validate the AI solution. Only Salesforce partners with vetted developer teams can publish. 

Data protection and regulatory compliance 

The AI solutions that are to be published must meet regulatory and data protection standards set by Salesforce. These standards include GDPR, data encryption, two-factor authentication, aligning with Einstein Trust Layer, and more. Maintaining these compliances is a must to handle customer or sensitive business data. 

Industry-specific compliance 

The AI solutions or agents that target industry-specific verticals such as healthcare, finance, or legal require specialized compliances. These regulations showcase authenticity and trustworthiness to your customers. Therefore, ensuring and adhering to these standards requires technical expertise, which a Salesforce developer can take care of. 

How can Smart IT Staff help?

Building agents, customizing them to pass Salesforce’s standards, and listing them on AgentExchange require technical expertise. Hence, you need to hire a certified Salesforce developer who knows the technicalities and intricacies of the Salesforce ecosystem. 

At Smart IT Staff, we provide certified Salesforce developers on demand to help you build, package, and publish your AI solutions on AgentExchange seamlessly. They work for you to fill in the IT skills gap in your business with their expertise across security, facilitating seamless integrations, cost-effective development, AppExchange optimization, post-publication support, training your technical teams, and more.

About Author

Vishwajeet Srivastava

Salesforce Technical Architect

With 10+ years of experience, Vishwajeet is a seasoned expert in Salesforce and ServiceNow, specializing in AI-driven automation, managed services, and enterprise workflow transformation. Backed by 22+ Salesforce certifications and proficiency in cloud platforms like AWS and GCP, he helps organizations build scalable, connected, and intelligent digital ecosystems.