Use your LMO to track all Salesforce users who install your managed package. The LMO receives a notification in the form of a lead record when a user installs or uninstalls your package. It also tracks each package upload on AgentExchange. Typically, as an AgentExchange partner, you use your Partner Business Org (PBO) as your LMO.
If you’re not using your PBO as your LMO, install the License Management App (LMA) in your LMO. The LMA lets you manage leads and licenses for your AgentExchange offerings. To install the LMA, read Get Started with the License Management App.
If you’re using your PBO as your LMO, you’re all set. The LMA is automatically installed for you.
Note
Create an App Analytics Admin permission set that includes create and read access on the AppAnalyticsQueryRequest object. Assign this permission to any non-Admin users so that they can create App Analytics requests. Read Create Permission Sets in Salesforce Help if you need instructions.
Create a CRM Analytics app named PartnerIntelligence.
To request and retrieve a sample package usage log, create an AgentExchange App Analytics query request using the CLI. Save the CSV data file as RawPackageLogFile.csv.
To request and retrieve package usage logs automatically, create an automation. Which automation method you choose depends on your business specifications and which data volume you’re automating.
For smaller datasets, such as package usage summaries, Apex scales well for automation. This GitHub repo has the details.
You can also use the free Salesforce Labs app, App Analytics. It offers great functionality to retrieve and automate data collection and to get started with recipes and dashboards. Salesforce Labs apps are developed by Salesforce employees and are unsupported.
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