First-Generation Managed Packaging Developer Guide

First-Generation Managed Packages
Why Switch to Second-Generation Managed Packaging?
Set Up Your Environments for First-Generation Managed Packages
Register a Namespace for a First-Generation Managed Package
Create a First-Generation Managed Package Using a UI
Create a First-Generation Managed Package using Salesforce DX
Components Available in First-Generation Managed Packages
Package and Test Your First-Generation Managed Package
Update Your First-Generation Managed Package
Publish Upgrades to First-Generation Managed Packages
Manage Licenses for Managed Packages
Get Started with the License Management App
Lead and License Records in the License Management App
Modify a License Record
Refresh Licenses for a Managed Package
Extending the License Management App
Package and Package Version Object Fields
License Object Fields
Adding Custom Automation to License Management App Objects
Move the License Management App to Another Salesforce Org
Troubleshoot the License Management App
Best Practices for the License Management App
Troubleshoot Subscriber Issues
Manage Features in First-Generation Managed Packages
AppExchange App Analytics for First-Generation Managed Packages
Developing and Distributing Unmanaged Packages
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Adding Custom Automation to License Management App Objects

Here are some examples of how you can use the License Management App (LMA) to grow your business and retain customers.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

Alert Sales Reps Before a License Expires

If you’re managing licenses for several packages, it can be difficult to track the various expirations. If a license expires accidentally, you could even lose a customer. To help your customers with renewals, set up a workflow rule to email a sales rep on your team before the license expires.

To automatically email the sales rep, follow these high-level steps.
  1. Create an email template for the notification.
  2. Create a workflow rule with a filter that specifies enough time before the expiration date to discuss renewal options.
  3. Associate the workflow rule with a workflow alert that sends an email to the appropriate team member or sales rep.

Notify Customer-Retention Specialists When an Offering Is Uninstalled

If a customer uninstalls your offering, find out why. By speaking to the customer, you have an opportunity to restore the business relationship or receive feedback that helps you improve your offering.

To notify a customer-retention specialist on your team, follow these high-level steps.
  1. Create an email template for the notification.
  2. Create a workflow rule with a filter that specifies that the License Status equals Uninstalled.
  3. Associate the workflow rule with a workflow alert that sends an email to the retention specialist.