Slaesforce FAQ

how to manage licenses for third party apps salesforce

by Mr. Jonathan Kovacek II Published 2 years ago Updated 2 years ago
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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.

Full Answer

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.

How can I control what data a third-party app can access?

If your org uses third-party apps, such as those installed from the AppExchange, you can set security policies to control what data the third-party app can access from your org. You can also define who can use the third-party app.

How do I modify a customer license in Salesforce?

Select the record for the customer license you want to modify and click Modify License. Don’t click Edit—that’s different. If you don’t see Modify License for the record, add it to the page layout.

How do I add more license seats for my paying customers?

Paying customers need more license seats so that all of their employees can benefit from your work. Fortunately, it’s easy to make these kinds of changes. From the App Launcher ( ) in your business org, select License Management App. In the LMA, navigate to Licenses.

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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 license management app Salesforce?

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.

How do I allow access to a third party in Salesforce?

Navigate to Setup > Security > Login Access Policies and check if the login access for the third party support is selected for all users. Note: You also have to assign the third party license to yourself or to your users to make the third party support appear under the "Grant Access To" section.

How do I allocate a license in Salesforce?

Assign Licenses to UsersFrom Setup, in the Quick Find box, enter Permission , and then select Permission Sets.Select one of the two permission set labels. ... Click Manage Assignments.On the Assigned Users page, click Add Assignments.Select the users you want to assign licenses to, and click Assign.

How do I know how many Salesforce licenses I have?

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

What is LMA access in Salesforce?

LMA access allows us to securely access your organization as a Salesforce Certified Partner. Verified First will not have access to perform any new installations, nor add any additional users to your Salesforce organization.

How do I grant access to another user in Salesforce?

Salesforce LightningLog in to Salesforce.In the upper right, click your image (avatar) and then click Settings.In "Quick Find" search field, enter "Grant" and click Grant Account Login Access.Set the Access Duration option to Salesforce.com Support. ... Click Save.

How do I give someone access to my Salesforce Sandbox?

In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary access to sandbox.

How do I give customer access to Salesforce?

The customer access option is visible in the sharing detail of any file shared with a record. To set the sharing level, in the menu next to the Customer Access option, select Viewer to give the customer view access to the file. If you choose Set by Record, then the customer's file access depends on their record access.

How do I assign a license to multiple users in Salesforce?

To assign a permission set license to multiple users:From Setup, in the Quick Find box, enter Company Information , and then select Company Information. ... Click the name of the permission set license that you want to assign users to.On the permission set license's detail page, click Assign Users.More items...

What are the different types of licenses in Salesforce?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

How many types of Salesforce licenses are there?

Salesforce provides licenses in six different types of licenses.

Meet the License Management App

You’ve created your amazing solution, and you’ve learned the basics about licensing. Maybe you’ve even decided what kind of license to use. It’s time to set things up so that you can sell your solution on AppExchange and track downloads.

Set Up and Configure the LMA for Your Solution

Now that you’ve installed the LMA in your business org, you can connect it to your solution. Before you do this:

Modify Your License

You’ve set up the LMA with your solution, and customers are installing it. Great! If your solution is a big enough hit, you have to make adjustments to your licenses when:

Get Fancy with Tracking Installations

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:

Find support for a specific third party app

If the app is listed on the AppExchange - The support team's contact details are available in the Overview tab or section at the bottom of the app's listing page.

Find support for Force.com Lab apps

Note: Please validate if the Salesforce App in Appexchange is indeed a Salesforce Labs app. There is a distinction between a Salesforce.com App and a Salesforce Labs App. Follow these steps to ensure the distinction:

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