Series: ISV Applications

Installation readiness

The ISV Application AppFoundry partners on AppFoundry can allow subscription amendments (purchases and/or free trials) to a Genesys Cloud customer subscription with zero quantity commitment. To enable subscription amendment, the AppFoundry Partners must provide the following:

  • Post-purchase installation instructions.
  • (Optional) Pre-purchase instructions for Genesys Cloud Embeddable Framework (GEF) applications and some ISV client applications.

    Installation instructions (Pre-Purchase)

    Genesys Cloud Embeddable Framework (GEF) applications require pre-purchase installation instructions to facilitate installation requirements within the target CRM. Some ISV client applications require setup before purchase.

    Example pre-purchase installation instructions for a Genesys Cloud Embeddable Framework application are as follows:

    Pre-requisites:

    • {AppFoundry Partner GEF App Name} for Genesys Cloud
    • {AppFoundry Partner GEF App Name} for Genesys Cloud has an external dependency within {External CRM}.
    • Click Next for items required before beginning your free trial of this integration with Genesys Cloud.

    Pre-purchase instructions (external link)

    1. Install the {AppFoundry Partner GEF App Name} package.
    2. Install the {AppFoundry Partner GEF App Name} package from the {Package Location Name} completely before starting your free trial.
    Notes: To install the package, contact your {CRM Administrator}. External URL Link: {Insert}. Submit your instructions in the Markdown cheat sheet.

    Installation instructions (Post-Purchase or Get it Now)

    All ISV applications require post-purchase installation instructions to facilitate a seamless purchase-to-installation experience. Before making an application available for purchase or a free trial on AppFoundry, submit the following instructions to the AppFoundry Team:

    Example post-purchase or get-it-now installation instructions are as follows:

    Prerequisite: Access {AppFoundry Partner Client App}

    1. Enable {AppFoundry Partner Client App} for your org.
    2. Click Next and the installation icon for {AppFoundry Partner Client App}
    3. Add the {AppFoundry Partner Client App Name} permission to any user role that you have to access {AppFoundry Partner Client App Name}: integration > {Permission} > view
    4. Set Suggested role: {Insert Role}
    5. Activate the {AppFoundry Partner Client App Name}.
    6. Hacer clic Ahorrar.
    7. Navigate to Apps Menu > {AppFoundry Partner Client App Name} to complete the setup post-installation.
    Note: Submit your instructions in the Markdown cheat sheet.

    Example post-purchase installation instructions are as follows:

    Prerequisites: Access {AppFoundry Partner Client App} and provide access to {AppFoundry Partner GEF App Name}

    1. Enable {AppFoundry Partner GEF App Name} for your org.
    2. Add the {AppFoundry Partner GEF App Name} permission to any user role that you have to access {AppFoundry Partner GEF App Name}: integration > {Permission} > view
    3. Set Suggested role: {Insert Role}
    4. Add users to the {CRM Name} definition in the {CRM Name}.
    Note: Submit your instructions in the Markdown cheat sheet.

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