Use the License Management App (LMA) to manage leads and licenses for your AgentExchange solutions. By integrating the LMA into your sales and marketing processes, you can better engage with prospects, retain existing customers, and grow your ISV business. The LMA is a managed package that is installed in all partner business orgs (PBO) and includes custom objects that track details on packages, package versions, and licenses.
| Availability |
|---|
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| I need to… | Permissions | For details, see… |
|---|---|---|
| Configure the LMA | System Admin profile | Get Started with the License Management App |
| Bill subscribers or monitor license expiration | Object Permissions: Read | Lead and License Records in the LMA |
| Convert trial subscriptions into paying customers | Object Permissions: Edit | Modify a License Record |
| Customize the LMO | Object Permissions: Edit | Extend the LMA |
| Provision licenses to a subscriber | Object Permissions: Edit | Modify a License Record |
| Support subscribers with technical issues | Various permissions (see Assign Permissions to the Subscriber Support Console for details) | Troubleshoot Subscriber Issues |
The LMA is available only in English.
Note
The LMA is available to eligible Salesforce partners. For more information on the Partner Program, including eligibility requirements, visit https://partners.salesforce.com.
Get Started with the License Management App
To start managing leads and licenses with the License Management App (LMA), complete these installation and configuration steps.
Lead and License Records in the License Management App
Each time a customer installs your managed package, the License Management App (LMA) creates lead and license records.
You can change a customer’s access to your offering by modifying a license record using the License Management App (LMA). For example, you can increase or decrease the number of seats included with a license or change the expiration date.
Refresh Licenses for a Managed Package
To sync all license records for a package across all subscriber installations, you refresh the license. Refreshing the license can also resolve discrepancies between the number of licenses in a subscriber’s org and the number displayed in the License Management App (LMA). Refreshing is required when you move the LMA to a different org.
Extending the License Management App
The License Management App (LMA) is a managed package that you can customize and extend. In addition to using the LMA to manage leads and licenses, many partners also integrate it into their existing business processes.
Move the License Management App to Another Salesforce Org
You can move an LMA to a different org, but your package and license records don’t automatically move with it. You must manually relink your packages and refresh the licenses.
Troubleshoot the License Management App
If you’re experiencing issues with the License Management App, review these troubleshooting tips.
Best Practices for the License Management App
Follow these best practices when you use the License Management App (LMA).
Troubleshoot Subscriber Issues
Use the Subscriber Support Console to access information about your subscribers. Subscribers can also grant you login access to troubleshoot issues directly within your app. After you’re granted access, you can log in to the subscriber’s org and view their configuration and data to troubleshoot and resolve issues.
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