Second-Generation Managed Packaging Developer Guide
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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.
- Create an email template for the notification.
- Create a workflow rule with a filter that specifies enough time before the expiration date to discuss renewal options.
- 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.
- Create an email template for the notification.
- Create a workflow rule with a filter that specifies that the License Status equals Uninstalled.
- Associate the workflow rule with a workflow alert that sends an email to the retention specialist.