ISVforce Guide

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Integrating with Sales and Marketing

You can use the information in the LMA to send notifications to your customers.

Do not create workflow rules, triggers, or validation rules that required custom fields on the license or lead objects. Do not impose any conditions on updating or creating license or lead records. Doing so will block creation of the license or lead records by the LMA, resulting in the loss of data concerning the packages installed by your customers.

Warning

Send upgrade notifications

Create an email template for notifying customers that an upgrade is available.

Send license expiration notifications

Create a workflow rule that automatically emails the sales representative or account manager before the license expires. To do this, create an email template for the notification. Then, create a workflow rule with a filter that specifies a time period (month) before the Expiration date. Finally, associate the workflow rule with a workflow alert that sends an email to the appropriate team member or sales representative. You should configure the rule so that your sales representative and the customer have sufficient time to explore contract renewal options before the license expires. It is also a good idea to send emails to customers warning them of license expiration.

Retain customers

Create a workflow rule that automatically emails a customer service representative or customer retention specialist when the package is no longer installed in that organization. To do this, create an email template for the notification. Then, create a workflow rule with a filter that specifies that the License Status equals “Uninstalled”. Finally, associate the workflow rule with a workflow alert that sends an email to the appropriate team member or customer retention specialist.

Use the API to find licensed users

You can use the isCurrentUserLicensed method to determine if a user has a license to a managed package. For more information, see the Apex Developer's Guide.