Adding Custom Automation to License Management App Objects
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 an Apex trigger or create a flow to email a sales rep on your team before the license expires.
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.