License Management Application (LMA) Slides

What This Deck Will Cover • What is the License Management Application

• How to get the License Management Application

•  Installing the License Management Application

• Partner Business Org (License Management Org)

• Associating Your Managed Package to Your AppExchange Publishing Console

•  Inside the License Management Application

What is the License Management Application?

• An application to manage your licenses

• Applies licensing to your uploaded and registered AppExchange apps

• Creates lead and license records for each installation of your package

Why is the LMA important?

• Gives you full control over your application after it is installed into your customer’s or prospect’s Org

• Records basic information about your customers or prospects after they install your application

•  Integral part of your sales, billing and marketing process

• Gives you the ability to support your customers through the Subscriber Console

Pre-Requisites to Use the LMA

• Be a registered and eligible AppExchange partner – For partner models, visit us here

• Use a Managed package • App must have passed security review

How do I get the LMA?

• The LMA may already be installed in your Partner Business Org

•  If not, log a case in the Partner Community –  Click Support Tab –  Select the New Case Button –  Select AppExchange & Feature Requests –  Select LMA as the sub-topic –  Input additional information

How do I get the LMA (continued)?

• Track Case –  Track the Status associated to each Case Number

• Once Case is resolved you will be provided a link to the LMA –  Next Step! – Install the LMA (details on next slide)

Installing the LMA

•  Installation should happen in the Org where you run your business and is an Active Org (this is your Partner Business Org) –  If you do not have a Partner Business Org, we provide you two free CRM (Enterprise Edition) licenses that

become your Partner Business Org –  If you have an active salesforce.com Org we provide you two free Enterprise Edition Licenses to help run

your ISV business. Your active salesforce.com then becomes your Partner Business Org

• Follow the steps in the ISVforceGuide for installation of the LMA

Partner Business Org (LMO) • Partner Business Org (LMO)

–  The Partner Business Org is sometimes referred to as License Management Org (LMO) in the ISVforce Guide

–  The Partner Business Org is used to track where your package is installed or uninstalled

–  LMA is the app that is installed into the Partner Business Org (LMO)

–  LMA may be pre-installed; to check, go to your Partner Business Org and look for “License Management Application” in the top right drop-down menu

–  Once LMA is installed it’s irreversible, so make sure you are installing into the correct Org

Installation Best Practices

• Rule of Thumb: LMA should always be installed into the Org you run your business. This should be the Org your Sales Representatives log into to access their leads, accounts, contacts, and opportunities

•  Important! Once you install the LMA, you cannot uninstall it

• Reminder! LMA only works with managed packages, not unmanaged or beta packages

Associating Your Managed Package to Your AppExchange Publishing Console • Why is this important?

–  To get your installations from the AppExchange into your Partner Business Org (LMO). You will not get license records until you have associated your package

• How do I complete this step?

–  Go into the AppExchange Publishing Console

–  Have your salesforce.com credentials ready

–  Credentials to your Partner Business Org (LMO)

–  Follow these instructions

Tip: All subsequent versions of your application will be associated to the Partner Business Org (LMO), therefore you only need to link it once

Inside the LMA • Five tabs display data specific to the LMA: – Leads – Licenses – Packages – Package Versions

•  (specific version installed) – Subscribers (Support)

Leads

• When a customer or prospect installs a managed package, a lead is automatically created in the LMO

• The lead contains the installer's name, company, and email address

• This information is important because it links the license to an actual Salesforce user

• The lead source defaults to Package Installation

Lead Record

Basic Lead Data

License

• When LMA linked app is installed, Salesforce creates a license record in the LMA

• There is a single unique identifier of who has installed the package specific to Org ID

• You can click a license name to view details including status, package version, owner, and install date

• Modify any of the license settings to make changes in the subscriber Org

License Record

Important dates about your end customer’s trial

Org ID for your prospects or customers

Packages

• Package records in the LMA refer to apps that have been linked to the Partner Business Org (LMO)

• From the Packages tab, click a package name to view package details and license records for install history

Packages Record

Unique identifier for this managed package

Latest version of your managed package

Package Versions

• Package versions represent specific versions of your app

• A package version typically contains new functionality or enhancements from the previous release

Best Practice - ensure all subscribers are on the same version of your package

Package Version Record

Unique identifier for this Package Version

Version of your managed package

Licenses associated to your Managed Package

Subscribers

• Dynamic information about Orgs that have installed your package

• Real-time information about API and Data Consumption

• Ability for subscribers to grant login access to help you troubleshoot support issues

Subscribers Record (Subscriber Console)

Where you would be able to gain access to your customers or prospects org

Where you can see how much file and data storage is being sued in your prospect or customers org API consumption of your

customer or prospect's org

Edition of the Org your end customer or prospect is on

Best Practices for the LMA

• Do your homework before installing and configuring • Test ensure everything is working properly

• Make sure the appropriate people in your company have access (roles)

• Always ensure license settings match submitted orders to Salesforce

• Reference Your ISVforce Guide for specific steps

Next Steps 1. Follow the “Onboarding Checklist” 2. Review all resources in the Partner Community – Distribute page

–  Watch the License Management Application (LMA) Demo –  Check out the ISVforce Guide for more information