ISVforce Guide
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Modify a License Record in the License Management App
Change the Lead Manager in the License Management App
Refresh Licenses for an Offering in the License Management App
Move the License Management App to Another Salesforce Org
Glossary
Newer Version Available
Manage Leads and Licenses for Your Offering
After you configure the LMA,
you can change lead manager, modify license records, and refresh licenses.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
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Modify a License Record in the License Management App
You can change a customer’s access to your offering by modifying a license record. For example, increase or decrease the number of seats included with a license or change the expiration date. -
Change the Lead Manager in the License Management App
You can change who receives leads created when a customer or prospect installs your offering from the AppExchange. Usually, the lead manager is someone from your sales team. When new leads are created in the License Management App (LMA), the Lead Owner field on lead records defaults to the package’s lead manager. If you haven’t specified a lead manager, the lead owner defaults to the LMA. -
Refresh Licenses for an Offering in the License Management App
Refresh licenses to sync license records for a package across all customer installations. Consider refreshing licenses if discrepancies appear between the number of licenses in a customer’s org and the License Management App (LMA) or if you installed the LMA in a new org. -
Move the License Management App to Another Salesforce Org
By default, the License Management App (LMA) is installed in your Partner Business Org (PBO). Salesforce strongly recommends managing licenses from your PBO. However, if your company chooses to use another org for ISV business processes, you can install the LMA in that org.