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.

Availability
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions

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.

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.