065. Launching, Marketing & Growing a Salesforce AgentExchange Business episode artwork

EPISODE · Aug 24, 2026 · 1H 5M

065. Launching, Marketing & Growing a Salesforce AgentExchange Business

from Salesforce for Everyone by Talent Stacker

In this episode, Bradley sits down with Dave Moudy, creator of Portwood, a completely free, natively built Salesforce document generation app that is now ranked number 12 on the Agent Exchange globally. Dave walks us through the full origin story, from a lead generation idea at a consulting firm to a growing business with over 1,200 installs and 10 to 20 new leads coming in daily. If you have ever thought about building your own app, or if you just need a free, powerful document generation tool in your Salesforce org, this one is for you. Timestamps: 0:45 - Introduction and What Portwood Does 4:10 - The Origin Story: Where the Idea Came From 8:26 - From Passion Project to Business: The Consultancy Chapter 19:02 - Intellectual Property and Leaving the Consultancy 24:22 - Getting Approved on the Agent Exchange 35:08 - Pricing a Free App and the Business Model Behind It 45:00 - AppExchange Amplified and Community-Led Marketing 57:55 - Scaling the Business: Hiring, Mindset, and Thick Skin Links and Resources: Dave Moudy/Portwood LinkedIn: https://www.linkedin.com/company/portwoodllc Portwood Website: https://portwood.dev/ AgentExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=5a580bd8-2745-41e5-b62c-c495957857d3 Talent Stacker: https://talentstacker.com/appexchange-amplified-application/ https://talentstacker.com/appexchange-amplified-talent-show-building-a-real-world-salesforce-pdf-solution-with-portwood-docgen/ 

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065. Launching, Marketing & Growing a Salesforce AgentExchange Business

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