Questions tagged [isv]
ISV (Independent Software Vendor) partners are those who build applications for the Salesforce ecosystem rather than simply providing consulting services or one off solutions.
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Salesforce: App Exchange: OEM: We are OEM partner. Can we sell our app to Salesforce existing customer where they are using CRM functionality?
Salesforce: App Exchange: OEM: We are OEM partner. Can we sell our app to Salesforce existing customer where they are using CRM functionality?
We have build product which does not required any ...
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Evolve global classes in 1GP Managed packages (e.g. add method)
I have a 1GP Managed Packaged with Released Versions (but no customers only Dev orgs) and it contains a global class with various abstract methods that subscribers could override.
global with sharing ...
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ISV LMA - Ability Manage Experience Cloud User Seats or Logins separate to standard internal Lightning Experience users
Is it possible to manage Experience Cloud user Seats or Logins for a 2nd Generation Manage Package separate to standard internal Lightning Experience users?
Our Package is currently being licensed by ...
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Zap scan commercial APIs used in AppExchange apps?
My Managed package, which will soon be submitted for Security Review to be listed on the AppExchange, uses two commercial REST APIs (one of them is the Open AI API for GPT4).
As someone who submitted ...
- 37.3k
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Packaged CMDT record fails to update even for Sysadmin
Note: There is a related Salesforce Support Case #45059901
Convinced by the answers of some real ISV experts, I refactored my Managed Release Package from ugly Custom Settings to Custom Metadata with ...
- 37.3k
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169
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Store settings and API credentials in packaged CMDT records
My current Managed Package supports a single GPT API and covers that with multiple packaged components:
Protected Custom Setting for secure storage of API credentials (Named Creds don't work)
Custom ...
- 37.3k
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How reliable are the Package Usage metrics?
Our managed package is installed in many orgs and we're trying to determine what features are being used.
I've downloaded the Package Usage details from one particular org, and there are definitely ...
- 6,426
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Correctly grant access to packaged Named Credentials
My Managed Package uses External APIs and packages External Credential and Named Credential artifacts.
I also have packaged a Permission Set, and I tried hard to make use those packaged Credentials. ...
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3
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Do you have to have a company to sign up for salesforce partner community, or you cam sign up as solo developer?
Is it possible to sign up to Salesforce Partner Community without having a company?
Can a single developer be an ISV, develop and sell solutions on the AppExchange?
When I tried to sign up to test the ...
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Package Experience Site integrated with ISV app [duplicate]
Many ISV providers with apps on the Salesforce AppExvchange make use of Experience Sites / Communities. Even Salesforce themselves. But only to talk to their customers.
What if I want to allow the ...
- 37.3k
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Sending more Email Campaigns (with Templates) from ISV Package
I have a Managed Package in the AppExchange that now should make extensive use of Standard Email Campaigns to engage with customers. We don't want to use a complex and heavy extension like Pardot but ...
- 37.3k
2
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238
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How to test Feature parameter in the beta package
We have beta package[package passed in the salesforce security review and released in the appexchange product] which contains Feature parameter. In LMO, beta installed orgs are not shown in the ...
- 267
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188
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Upgrade of 2G Managed Package failing due to Data Not Available (contentasset)
Upgrade of 2G Managed Package failing due to Data Not Available (contentasset):
He example problem message from Salesforce email:
(app_logo) Data Not Available The data you were trying to access ...
- 129
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What differs between Checkmarx in Partner or Customer Security Portal?
I want to submit a package for security review, and Checkmarx in the Partner Security Portal has been unavailable for some time.
At this point, I can either keep trying to resolve why it doesn't work ...
- 685
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122
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New Partner Console: Update Sec Review documents for new version
I recently published a brand new Managed Package to the AppExchange. I passed Security Review as well. Now a few weeks later, I made some enhancements to my app, which also changed the documents that ...
- 37.3k
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Where to declare 3rd Party Libs used in AppExchange packages
In my commercial Managed Packages on the AppExchange, I am planning to use a bunch of BSD-3 and MIT-licenced Open Source libraries like:
https://github.com/apexfarm/ApexTriggerHandler/blob/master/...
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Is it possible to prevent a certain flow from being auto-enabled when upgrading a managed package?
What the title says. I have a managed package that has a flow. Some of my subscribers have a different flow that does the same thing but uses a slightly different process so they don't need my flow ...
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User can't see Embedded Analytics dashboard in Managed Package
What is needed for an ISV to distribute and for its subscribers without paid TCRM/Wave/Analytics licenses to see Dashboards from App Templates?
I have packaged a type="embeddedapp" template ...
- 37.3k
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Can Partner Org with LMA be merged with Salescloud org?
I helped a company become a Salesforce ISV Partner with a Security Approved Managed Package. In the process of becoming a Partner, Salesforce assigned them a Partner Business Org (PBO) where the ...
- 37.3k
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Security Review Test Environment - how many users for Salesforce?
Until today I believed that you need to provide at least TWO users to Salesforce to test your app in the Test Environment you submit for Security Review.
I tried to find that rule in an official ...
- 37.3k
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Salesforce package version creation after resolving the errors
We are planning to publish the package to the appexchange security review process before which we have run through a security scan. The package version is 0.1.0-1. After resolving the errors from the ...
- 429
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Is there a path to upgrade an OEM Embedded org to a full CRM Licensed org?
Is there a path for a subscriber who received their org via an OEM Embedded purchase from the ISV to upgrade their OEM-provisioned environment to a full CRM licensed org?
What does that upgrade path ...
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What does the Dereferenced Field vulnerability in Security Review scan means?
I've received a vulnerability from Checkmarx scan that is labelled as Dereferenced Field vulnerability.
The scan report message reads like this:
A possible dereference exist in method uploadDocument. ...
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118
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Automate or simplify post-install steps for Packaged Flows
I am planning to add a few Flows to my Managed Packages. E.g.:
Record Triggered Flow Templates that detects certain conditions
Screen Flows that define UI for Slack notifications sent out from 1.)
...
- 37.3k
1
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325
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Transport False-Positive comments to Checkmarx report
I want to find the best way to address false positives in the Checkmarx report. One of the points I am investigating is how to make the Checkmarx report to display the false positive comment that has ...
- 685
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80
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ISV Debugger Setup Not Working
I have followed exact steps provided in this link https://developer.salesforce.com/tools/vscode/en/apex/isv-debugger
Still, I am getting the below error, let me know how can we retrieve ISV manage ...
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23
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Hide TCRM template artefacts for users with no "licence"
I want to add a TCRM / CRM Analytics / Wave/ Einstein dashboard to my managed package and let subscribers pay for it. The official solution proposed by Salesforce is going with a regular Managed ...
- 37.3k
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3
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Synchronize Data between External System and ISV app
My AppExchange Managed Package and its related External System share a central data object. Records of those objects can be created, modified, and deleted both in Salesforce and the External System. I ...
- 37.3k
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HealthCloud extension can't write HC object. Permissions are ignored
I am developing a Managed Extension Package for HealthCloud. My app is inserting those native HC objects:
Board Certification
Business License
Healthcare Facility
Healthcare Provider
Health Provider ...
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69
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How can I edit FlexiPage for Salesforce CMD ManagedContent?
I'm working with an ISV company to add some new capabilities to the Salesforce CMS (Digital Experiences).
We want to add a new component that will be available while editing the content, and a second ...
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26
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Use Extension package to add TCRM to 1GP app?
I want to enhance my existing 1GP Managed package with TCRM/CRM Analytics features that some but not all of my subscribers will use. I am yet undecided about whether to give those add-ons away for ...
- 37.3k
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476
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Package partially configured NamedCredential and AuthProvider
Creating Auth Providers and Named Credentials for an installed Managed Package is not a simple process. Most Subscriber Admins are overwhelmed by the settings. For that reason, many AppExchange ...
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87
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Can't add Forecast/Quota report to Managed Package
I want to add a report and dashboard to my 2GP package, which visualizes Opportunity Forecasts and Quota. I know that not all orgs have this feature enabled.
When I try to package a Report Type using:
...
- 37.3k
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362
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Mobile-friendly Salesforce apps - What is needed
I am working on a Managed Package for the AppExchange, and one requirement is to enable it to be user-friendly on Mobile Devices.
The app will mainly consist of Native Features and use Standard and ...
- 37.3k
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187
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Do I have options on creating multiple license types for a single app published on AppExchange?
As far as I know this use case isn't clear in the documentation, so I'm going to elaborate a bit here:
The use case is an app that can be divided onto two parts, pre-sales (1) and after-sales (2) (but ...
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Can we distribute a package before sending it for the security code Review?
Basically, we are an ISV partner and want to deploy our App to the AppExchange for our customers. But due to the shortage of time for the security review, we're unable to upload it to the AppExchange. ...
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Managing Deployed Packages - seeing how many are deployed, where, and what version they are on
If we enroll in the ISV program, we will have access to create managed packages. When creating a managed package and listing them on the AppExchange, when the package gets downloaded, does Salesforce ...
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208
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Protecting Flows from being copied (Managed Package)
Managed Packages say they provide IP/Code Protection for Flows but to what extent? If I deploy a flow into a customer environment, can they not just go in there, copy the flows they want and then ...
- 149
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85
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Modular TCRM App Template to allow reuse and configuration
Are there any best practices for keeping TCRM Template Apps modular and flexible?
I want to add a template app to my Managed Package but allow Subscribers to reshuffle and adapt it.
So instead of a ...
- 37.3k
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299
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Fail Security Review again and again. New process?
I am aware that Salesforce recently changed some rules for Security Review, which makes the life of ISV and PDO partners harder. Here is another one that I am seeing, and ask for some guidance.
In the ...
- 37.3k
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Do Flows in a Managed Package Count towards Flow Limits in Professional Edition Orgs
Professional Edition Orgs are limited to 5 active Flows / Process Builders.
If a Professional Edition org currently has 5 active flows, and I try to deploy a manage package that has X number of flows. ...
- 149
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Associating a flow to a managed package (hypothetical)
As a Salesforce partner, I have two ways in which I can deliver solutions to my client.
Via a Managed Package from the AppExchange
Metadata via the API from a Connected App
In this scenario, the ...
- 149
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What metadata can you see in an Managed Package
When you deploy a managed package, what Metadata is considered IP/Code Protected?
I know that Apex Classes, Triggers, Visualforce pages are protected by Managed Packages, meaning the installer cannot ...
- 149
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Localization Best Practices for Managed Packages
I have worked with Custom Labels in Managed packages forever but never had to refactor an existing app to be localizable (I18N) for multiple languages. So in this question I would like to hear from ...
- 37.3k
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Develop & package TCRM apps for the AppExchange
Many years ago, when Tableau CRM (TCRM) still was called Einstein Analytics, I created a Managed Extension Package leveraging it. It was complicated to understand what could be packaged and what not. ...
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Anyone Aware of a Way to Identify OEM vs ISV Applications on AppExchange?
Looking for a way, which would have to be creative since none exist directly, to identify OEM apps on the AppExchange. We are one ourselves so I'd like to see which apps can be installed by non-...
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Call Salesforce API from Apex and not fail Security Review
For years I have used Salesforce APIs from within Apex. Mostly to enhance my apps with Setup automation. So I used the Tooling and Metadata API from code snippets that used UserInfo.getSessionId() and ...
- 37.3k
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What to do next when Managed Package reaches native Email limit
My Managed Package is sending out email notifications using Messaging.sendEmail() and some Customer Orgs reach the Governor Limits for native emails.
I know there is a myriard of API-driven Email ...
- 37.3k
2
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1
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Preserving org data when converting orgs from an unlocked package to a managed package version of the same code?
This is a question about orgs containing a namespaced unlocked package that have been in use for some time so there is lots of valuable data.
The goal is to move to a second generation managed package ...
- 135k
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411
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Expose public Webhook listener from Managed Package
Many external Services allow you to register publically reachable URLs that will be called with or without a Payload as an event mechanism between systems.
I want my Managed Package to exactly have (= ...
- 37.3k