# AgentExchange listings, installs and package licenses

*Platform App Builder Study Guide · Salesforce Fundamentals · Last updated October 25, 2026 · https://www.certifyforce.com/study-guide/platform-app-builder/salesforce-fundamentals/agentexchange-listings-installs-and-package-licenses*

How to extend an org from AgentExchange (formerly AppExchange): solutions versus consultants, the three trial options, pre-install checks, the install security options and their standard-profile gap, and the post-install steps for objects, permission sets and licenses.

- Certification: Salesforce Platform App Builder
- Exam section: Salesforce Fundamentals
- Study guide: https://www.certifyforce.com/study-guide/platform-app-builder

**Official exam objective:**

> Identify common scenarios for extending an org using the AgentExchange.

## What the exam expects

- Decide whether a requirement calls for an AgentExchange solution or a consultant listing.
- Choose between a test drive, a sandbox trial and a Trialforce trial for an evaluation.
- List the checks to run before installing in production (edition, custom object and tab limits, external services) and who can install.
- Pick an install security option and explain why standard-profile users can still lack access afterward.
- Complete the post-install steps: deploy custom objects, assign packaged permission sets, assign package licenses.
- Key terms: **AgentExchange** (formerly AppExchange, the Salesforce marketplace for apps, agents, components and consultants); **managed package** (provider-controlled, upgradeable, namespaced); **unmanaged package** (editable copy, upgraded only by reinstalling); **Trialforce trial** (writable trial org you can keep); **In Development** (custom object status that hides the object from standard users).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Listing kinds | Solutions (plug in) and consultants (build custom solutions) | [Get Started with AgentExchange](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_overview) |
| Test drive | Read-only, provider-configured Developer Edition org with sample data | [Explore AgentExchange Listings](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_listings) |
| Trialforce trial | Writable Developer Edition org, limited time, keep it if you buy | [Explore AgentExchange Listings](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_listings) |
| Install permission | Download AgentExchange Packages (or a Salesforce admin) | [Installation FAQ](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-faq.html) |
| Get It Now | Installs in production only; Try It for a sandbox | [Installing Packages](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-installation.html) |
| Install for All Users | Internal custom profiles only; standard profiles get no access | [Installing Packages](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-installation.html) |
| Group and Professional Editions | No security option; all profiles get full access | [Installation FAQ](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-faq.html) |
| Package custom objects | Install as In Development; set to Deployed to roll out | [Installation FAQ](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-faq.html) |
| Publicly listed managed package | Outside the edition allocation, inside the org's total limit | [Installation FAQ](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-faq.html) |
| Managed permission sets | Not editable; clones don't receive upgrades | [Installing Packages](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-installation.html) |
| Package licenses | Manage Licenses on the installed managed package | [Installing Packages](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-installation.html) |

## Check yourself

- When is a consultant listing a better fit than a solution listing?
- Why can users still miss a package's objects after you granted access?
- Which three checks come before any install, per the best-practices article?
- Why does cloning a managed permission set cause drift?

## Sources

- [Installing Packages (Application Installation Guide)](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-installation.html)
- [Application Installation Guide FAQ](https://developer.salesforce.com/docs/platform/appexchange-install-guide/guide/appexchange-install-faq.html)
- [AppExchange application installation best practices](https://help.salesforce.com/s/articleView?id=000385226&language=en_US&type=1)
- [Get Started with AgentExchange](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_overview)
- [Explore AgentExchange Listings](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_listings)
- [Install AgentExchange Packages](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_basics_install)
- [Muting Permission Sets in Permission Set Groups](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_muting.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Platform App Builder pack (USD $19): https://www.certifyforce.com/practice-exams