Slaesforce FAQ

how to access salesforce lma

by Tod Crooks Published 2 years ago Updated 2 years ago
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Install the LMA Log in to your business org. Usually this is the org that Salesforce created for you when you became a partner. Typically, it contains your Environment Hub. Click the LMA installation link in the email you received from the partner operations team. Select the users in your business org who need access to the LMA.

Full Answer

How do I install LMA in Salesforce?

The partner operations team reviews your case and emails you an installation link. Log in to your business org. Usually this is the org that Salesforce created for you when you became a partner. Typically, it contains your Environment Hub. Click the LMA installation link in the email you received from the partner operations team.

What is Salesforce LMA and why should you care?

Because the LMA is a managed package built on the Salesforce platform, it has all the power and flexibility that you expect. With a little elbow grease, you can customize it for your own needs.

How do I access the Salesforce license management app?

From the App Launcher ( ), find the License Management App. If it’s not installed, log a support case on the Salesforce Partner Community to request access to the LMA. Make sure you have a signed partner agreement before you do this. Log in to the Salesforce Partner Community.

Can I install the LMA in a production Org?

Installing the LMA in a Developer Edition org is allowed only if you're building integrations with the LMA and need an environment only for development and testing purposes. You can install the LMA in Enterprise, Unlimited, or Performance Edition production orgs.

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How do I access LMA in Salesforce?

Request Access to the LMALog in to the Salesforce Partner Community.Click the question icon and then click Log a Case for Help.Select Salesforce Partner Program Support. ... For product, enter and select Partner Programs & Benefits.For topic, enter and select ISV Technology Request.More items...

What is LMA in Salesforce?

Description. The License Management App (LMA) helps developers and publishers apply licensing to their uploaded and registered AppExchange apps. ​ The license management process begins when someone installs an app from AppExchange. Salesforce automatically performs the following actions.

How do I manage Salesforce licenses?

Modify Your LicenseFrom the App Launcher ( ) in your business org, select License Management App.In the LMA, navigate to Licenses.Select the record for the customer license you want to modify and click Modify License. ... Now modify the license record by changing the values in the appropriate fields.

What is LMA software?

Use the License Management App (LMA) to manage leads and licenses for your AppExchange solutions.

How do I install license Manager app?

Install the License Management AppLog a case in the Partner Community requesting the LMA. ... Log in to the org where you want to install the LMA, and then select the installation URL.Choose which users can access the LMA, and then select Install.More items...

Where can I find Salesforce licenses?

To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.

How do I access Apsona?

A quick way to do this is to go to the App Launcher, type in "Apsona" in the quick find bar, and click "Go" to go the Apsona tab. To add the Apsona tab to your default menu bar: In Classic, click the '+' sign at the top right of the Salesforce menu bar, and then click the "Customize my Tabs" button.

How do I find my managed package license in Salesforce?

Required Editions and User Permissions From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages to find the installed package that has available licenses. Click the Manage Licenses link next to the package name.

How do I find my license assignment in Salesforce?

Log in to User Account. Click the gear in the top right, and then click Setup. Check the "Permission Set Licenses" table for counts of total and assigned Inbox licenses.

What is LMA automate?

LMA. Automate is a secure, cloud-based platform powered by Avvoka software and fully hosted by Allen & Overy on a private Microsoft Azure cloud environment.

Does salesforce have an LMS?

The right LMS for Salesforce includes these features: The ability to invite contacts individually to your learning site from within Salesforce. The ability to sync learners with their Contacts Account in Salesforce based on a unique identifier such as the learner's email address.

What is LMA business?

Think of LMA as a formula: Leadership + Management = Accountability. The boss who provides their team with 5 Leadership practices and 5 Management practices creates the environment where the byproduct is Accountability. It's that simple – but it's not easy. Great bosses are masters at providing LMA.

What is LMA in Salesforce?

Because the LMA is a managed package built on the Salesforce platform , it has all the power and flexibility that you expect. With a little elbow grease, you can customize it for your own needs. For instance, you can:

What is LMA console?

The LMA also provides a support console that helps you get in touch with your customers to help them troubleshoot issues. The console allows you to find the orgs where your solution is installed. It even lets you log in to a customer org and debug a problem, provided that the customer has given you access. We discuss customer support in more detail in the next unit.

What to do if Salesforce is not installed?

If it’s not installed, log a support case on the Salesforce Partner Community to request access to the LMA. Make sure you have a signed partner agreement before you do this.

Why do paying customers need more license seats?

Paying customers need more license seats so that all of their employees can benefit from your work.

When to notify sales rep of a customer's license?

For example, you can notify your sales ops team when a customer uninstalls your solution, or notify your sales rep when a customer’s license is about to expire. This helps you keep in touch with your customers and prevents licensing from disrupting their work—or your relationship with them.

Do you need permissions to view licenses?

Most users in your org don’t need any permissions. Users who view licenses need the Read permission. Users who modify license records need Read and Edit permissions.

Do you need permission to publish a listing in Salesforce?

You must have access to the publishing console . For this, you need the Manage Listings permission. Review how to request this permission in our Salesforce Partner Community module.

What is LMA in sales?

The License Management App (LMA) lets you manage leads and licenses for your AppExchangeofferings. By integrating the LMA into your sales and marketing processes, you can better engagewith prospects, retain existing customers, and grow your ISV business.

How to receive Salesforce lead and license records?

To receive lead and license records for an offering, you associate a package with the Salesforce org in which the License ManagementApp (LMA) is installed. Before you associate a package with the LMA, upload the package to the AppExchange. You can only managelicenses for managed packages.

How long does it take for a license to appear in LMA?

If you resolve the issue with one of these recommendations, the licenses usually appear in the LMA after a few days.

What is refresh license?

Refresh licenses to sync license records for a package across all customer installations. Considerrefreshing licenses if discrepancies appear between the number of licenses in a customer’s org andthe License Management App (LMA) or if you installed the LMA in a new org.

How to change a customer's access to your offering?

You can change a customer’s access to your offering by modifying a license record. For example,increase or decrease the number of seats included with a license or change the expiration date.

What is a package in LMA?

In the LMA, packages refer to managed packages that have been uploaded to the AppExchange for distribution. Packages can have oneor more versions, and each package version can have multiple licenses. Package version has a master-detail relationship with a package.The package object is the root object for all information in the LMA.

Where is the License Management App installed?

By default, the License Management App (LMA) is installed in your Partner Business Org (PBO).Salesforce strongly recommends managing licenses from your PBO. However, if your companychooses to use another org for ISV business processes, you can install the LMA in that org.

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