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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Configuring the LMA


User Permissions Needed
To configure the LMA: System Administrator profile
To edit licenses and packages: “Read”

AND

“Edit”
To view licenses, packages, and package versions: “Read”

After installing the LMA, configure it as follows.

  1. Assign a lead manager. It is critical that a user in your organization is the owner of all lead records created as a result of package installations.
  2. Set the custom object permissions.
    1. Licenses: most users in your organization do not need any permissions. Users who view licenses need the “Read” permission and users who modify license records need “Read” and “Edit” permissions.
    2. Packages: only users who assign the lead manager need “Edit” permissions. Other users have either “Read” permissions or no permissions.
    3. Package Versions: all users have “Read” permissions or no permissions, as there is no need to create, modify, or delete these records.
    • The licenses, packages, and package versions managed in the LMA are different from most records in that they are created automatically by AppExchange. For this reason, license, package, and package version records should not be modified or deleted.
    • Users with the System Administrator profile can create, modify, and delete records of all of these custom objects, as they have the “Modify All Data” permission.

    Warning

  3. Set field-level security in user profiles or permission sets.
    1. Licenses: settings depend on how you want to manage these fields for different users in your organization.
    2. Packages: make all fields Read-Only. If you want users to edit the Lead Manager field, you can make this field editable.
    3. Package Versions: make all fields Read-Only.
  4. Override the standard Edit button on the license record to use the Modify License Visualforce page.
  5. Add related lists:
    • Add the Licenses related list to the appropriate Lead page layouts. License managers can use this list on the lead detail page to view the licenses associated with a particular lead.
    • Add the Licenses related list to the appropriate Account page layouts. Users can view this list and identify the licenses associated with a particular account.
    • Add the Licenses related list to the appropriate Contact page layouts. Users can view this list and identify the licenses associated with a particular contact.