First-Generation Managed Packaging Developer Guide

First-Generation Managed Packages
Why Switch to Second-Generation Managed Packaging?
Move to 2GP: Migrate Your Managed Packages with Ease
Register a Namespace for a First-Generation Managed Package
Create a First-Generation Managed Package Using a UI
Create a First-Generation Managed Package using Salesforce DX
Components Available in First-Generation Managed Packages
Behavior of Specific Metadata in First-Generation Managed Packages
Package and Test Your First-Generation Managed Package
Update Your First-Generation Managed Package
Publish Upgrades to First-Generation Managed Packages
Manage Licenses for Managed Packages
Get Started with the License Management App
Lead and License Records in the License Management App
Modify a License Record
Refresh Licenses for a Managed Package
Extending the License Management App
Package and Package Version Object Fields
License Object Fields
Adding Custom Automation to License Management App Objects
Move the License Management App to Another Salesforce Org
Troubleshoot the License Management App
Best Practices for the License Management App
Troubleshoot Subscriber Issues
Manage Features in First-Generation Managed Packages
AgentExchange App Analytics for First-Generation Managed Packages
Developing and Distributing Unmanaged Packages
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Adding Custom Automation to License Management App Objects

Here are some examples of how you can use the License Management App (LMA) to grow your business and retain customers.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

Alert Sales Reps Before a License Expires

If you’re managing licenses for several packages, it can be difficult to track the various expirations. If a license expires accidentally, you could even lose a customer. To help your customers with renewals, set up an Apex trigger or create a flow to email a sales rep on your team before the license expires.

Notify Customer-Retention Specialists When an Offering Is Uninstalled

If a customer uninstalls your offering, find out why. By speaking to the customer, you have an opportunity to restore the business relationship or receive feedback that helps you improve your offering.

To notify a customer-retention specialist on your team, follow these high-level steps.

  1. Create an email template for the notification.
  2. Create a workflow rule with a filter that specifies that the License Status equals Uninstalled.
  3. Associate the workflow rule with a workflow alert that sends an email to the retention specialist.