ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Managing Orders
Managing Licenses
License Management App (LMA) Overview
Installing the LMA
Configuring the LMA
Associating a Package with Your LMO
Using the LMA
Integrating with Sales and Marketing
Best Practices
License Management App FAQ
Troubleshooting
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
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Best Practices

Avoid mandatory fields
Do not create mandatory custom fields on lead, license, package and package version objects.
Avoid before-create triggers and validation rules
Don't define before-create triggers or validation rules on lead, license, package, or package version objects.
Use Custom Domains
When using Package Support Access to troubleshoot customer setup issues, you may be automatically logged out of your LMO. To avoid being logged out, use a custom domain for your LMO. For more information, see “My Domain Overview” in the Salesforce online help.
Make sure the lead user is a valid, active user
This is necessary for lead and license creation.
Track licenses
Create a lead list view filter for leads created by installed packages.
Set up history tracking for license fields.
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 (for example, 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.
Send upgrade notifications
Create an email template for notifying customers that an upgrade is available. The Leads tab in the LMA has a list of all customers.
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 Force.com Apex Code Developer's Guide.
Retain customers
If a customer uninstalls a package, the status of the license in the LMO changes to Uninstalled. Create a workflow rule that automatically emails a customer service representative 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.

Do not create workflow rules, triggers, or validation rules that require 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