About Leads

When an installer installs a managed package, a lead is automatically created in the LMO. The lead contains the installer's name, company, and email address. The lead source defaults to Package Installation.

This information is important because it links the license to an actual Salesforce user that you can contact to notify about upgrades. If an installer uninstalls the package from his or her organization, a customer retention specialist for the developer's organization may want to contact the installer. Additionally, if there is an upgrade for a particular package, a license manager might want to mass email all installers with that package to let them know that an upgrade is available.

Each LMO should have a lead manager that is responsible for following up on all leads associated with licenses. When a new lead is created as a result of someone installing a package from AppExchange, the Lead Owner field on the lead record defaults to the lead manager specified for the package. If there is no lead manager specified for a package, the lead owner defaults to the License Manager.