First-Generation Managed Packaging Developer Guide

First-Generation Managed Packages
Why Switch to Second-Generation Managed Packaging?
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
Behavior of Specific Metadata 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
Install the License Management App
Associate a Package with the License Management App
Configure Permissions for the License Management App
Assign Permissions to the Subscriber Support Console
Lead and License Records in the License Management App
Modify a License Record
Refresh Licenses for a Managed Package
Extending the License Management App
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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Configure Permissions for the License Management App

Determine who needs access to the License Management App (LMA), and set object permissions. Consider using a permission set to assign user permissions.

Ensure that you:

  • Install the LMA.
  • Connect your packaging org (for 1GP) or your Dev Hub org (for 2GP) to the AppExchange Partner Console.
  • Associate your package with the LMA.
  1. Set object permissions for the license, package, and package version custom objects.
    Custom Object Object Permissions
    License To view license records:

    Assign READ permissions

    To modify license records:

    Assign READ and EDIT permissions
    Package To view package records:

    Assign READ permissions

    To modify package records:

    Assign READ and EDIT permissions
    Package Version To view package version records:

    Assign READ permissions

    We recommend leaving all package version records as read-only.
  2. Set field-level security in user profiles or permission sets.
    Custom Object Field-Level Permissions
    License Make all fields read-only.
    Package Make all fields read-only.
    Package Version Make all fields read-only.
  3. Add related lists to page layouts.
    To enable... Add the Licenses related list to the...
    License managers to view the licenses associated with a particular lead Lead page layout
    LMA users to view the licenses associated with a particular account Account page layout
    LMA users to view the licenses associated with a particular contact Contact page layout