Application Installation Guide

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After Installing a Package

After installing an app from Force.com AppExchange, manage it like you manage other standard apps such as Sales or Call Center.

Managing Package Installations

Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To uninstall packages: “Download AppExchange Packages”
To assign licenses for a managed package: “Manage Package Licenses”
To download or delete the export file for an uninstalled package: “Download AppExchange Packages”
View a list of the packages you installed from AppExchange and data export files from uninstalled packages by clicking Installed Packages. These packages can be either managed or unmanaged.

Salesforce only lists license information for managed packages. For unmanaged packages, the license-related fields, such as Allowed Licenses, Used Licenses, and Expiration Date, will display the value “N/A.”

Note

Using this list, you can:
  • Click Uninstall to remove the package and all its components from your Salesforce organization.
  • Click Manage Licenses to assign available licenses to users in your organization. This is only available for licensed managed packages.

    If you purchased a site license or if the managed package is not licensed, Salesforce automatically assigns licenses to all your users and the ability to manage licenses is not available. Your users can use the package as long as they have the appropriate permissions.

    Note

  • Click Configure if the publisher has included a link to an external website with information about configuring the package.
  • Click the package name to view details about this package.
  • View the publisher of the package.
  • View the status of the licenses for this package. Available values include:
    • Trial
    • Active
    • Suspended
    • Expired
    • Free

    This field is only displayed if the package is managed and licensed.

  • Track the number of licenses available (Allowed Licenses) and the number of licenses that are assigned to users (Used Licenses).
  • View the date your licenses for this package are scheduled to expire.
  • View the date your licenses were installed.

If you have not installed a licensed managed package, the Publisher, Status, Allowed Licenses, Used Licenses, and Expiration Date fields do not appear.

Note

After an uninstall, Salesforce automatically creates an export file containing the package data, as well as any associated notes and attachments. When the uninstall is complete, Salesforce sends an email containing a link to the export file to the user performing the uninstall. The export file and related notes and attachments are listed below the list of installed packages. We recommend storing the file elsewhere because it is only available for a limited period of time after the uninstall completes. Using this list, you can:
  • Click Download to open or store the export file.
  • Click Del to delete the export file.

Uninstalling a Package

Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To uninstall packages: “Download AppExchange Packages”

You can remove any installed package, including all of its components and all data in the package. Additionally, any custom fields, links, or anything else you added to the custom app after installation are also removed.

To remove a package:
  1. From Setup, click Installed Packages.
  2. Click Uninstall next to the package that you want to remove.
  3. Select Yes, I want to uninstall... and click Uninstall.
  4. After an uninstall, Salesforce automatically creates an export file containing the package data, as well as any associated notes and attachments. When the uninstall is complete, Salesforce sends an email containing a link to the export file to the user performing the uninstall. The export file and related notes and attachments are listed below the list of installed packages. We recommend storing the file elsewhere because it is only available for a limited period of time after the uninstall completes.

    If you reinstall the package later and want to reimport the package data, see Importing Package Data.

    Tip

Notes on Uninstalling Packages

  • If you are uninstalling a package that includes a custom object, all components on that custom object are also deleted. This includes custom fields, validation rules, s-controls, custom buttons and links, as well as workflow rules and approval processes.
  • You cannot uninstall a package whenever any component in the package is referenced by a component that will not get included in the uninstall. For example:
    • When an installed package includes any component on a standard object that another component references, Salesforce prevents you from uninstalling the package. This means that you can install a package that includes a custom user field and build a workflow rule that gets triggered when the value of that field is a specific value. Uninstalling the package would prevent your workflow from working.
    • When you have installed two unrelated packages that each include a custom object and one custom object component references a component in the other, Salesforce prevents you from uninstalling the package. This means that you can install an expense report app that includes a custom user field and create a validation rule on another installed custom object that references that custom user field. However, uninstalling the expense report app prevents the validation rule from working.
    • When an installed folder contains components you added after installation, Salesforce prevents you from uninstalling the package.
    • When an installed letterhead is used for an email template you added after installation, Salesforce prevents you from uninstalling the package.
  • Uninstall export files contain custom app data for your package, excluding some components, such as documents and formula field values.