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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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Expected name collision behavior between 2GP managed package and 2GP unlocked package with same namespace

I am trying to understand the expected behavior for the following scenario: Under the same dev hub, I have developed a pair of 2G packages. Both of them share the same namespace (myns): Package A: 2GP,...
jonathanrico's user avatar
1 vote
0 answers
38 views

Why namespace prefix is not required while subscribing to platform event from LWC in a namespaced sсratch org?

I’m working on a managed package. While testing a beta version in a sandbox, I’ve noticed that my LWC failed to subscribe to a platform event. The reason was that I didn’t specify the namespace prefix ...
Duck The Developer's user avatar
1 vote
2 answers
336 views

Platform Events a nightmare - How to make them work in real life

I am trying to build a Platform Event-based application logger where arbitrary application code calls Tracker.log(...); and this is sent as an Event into an external database via an API. As it's ...
Robert Sösemann's user avatar
6 votes
0 answers
203 views

Allow Admin to safely customize UI and Logic of app via Flow

This is not a question about the general feasibility of a single aspect of my question. I know that and how they work. I am interested in real-world experience from AppExchange Partners on how to ...
Robert Sösemann's user avatar
0 votes
1 answer
21 views

Adding threshold to the metadata count - Salesforce 2GP packaging

For the Salesforce packaging, there is a limit of 10,000 metadata components. We have several packages and we once reached that limit for one of the packages and had to make a lot of last-minute ...
Ysr Shk's user avatar
  • 3,157
0 votes
1 answer
67 views

SOQL always append the managed package namespace to the custom field (Custom field API name colision)

On my managed package, I have a custom field: namespace__A__c The user also has a custom field A__c If I do the following SOQL (dynamic or not) SELECT Id, Name FROM Contact WHERE A__c != NULL it ...
SamuelCarreira's user avatar
1 vote
1 answer
52 views

We are an ISV Partner that is trying to make our ISV Package on the AppExchange available for Professional Edition Orgs

We are an ISV Partner and our Package has already passed the Security Review and is available on the App Exchange. We are now trying to make our package available for Professional Edition as well. ...
HannesSchmidt's user avatar
0 votes
0 answers
33 views

Salesforce ISV Managed Package, storing sObject Ids in 556 filterable text fields, possible concerns

I am working on an App and am coming up with the object model. I am using custom Log__c records, and, of course, I want to limit having excessive records if possible. I want these logs to contain text ...
Questioner's user avatar
1 vote
0 answers
183 views

Creating a Managed Package with a Connected App

We are trying to create a managed package that contains a connected app. The purpose of this is to submit it for security review and eventually be listed on AppExchange. The connected app just syncs ...
tubbytoad42's user avatar
0 votes
1 answer
64 views

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 ...
Sim R's user avatar
  • 1
4 votes
2 answers
254 views

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 ...
Robert Sösemann's user avatar
0 votes
0 answers
16 views

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 ...
Peter Gascoyne's user avatar
6 votes
2 answers
403 views

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 ...
Robert Sösemann's user avatar
4 votes
2 answers
223 views

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 ...
Robert Sösemann's user avatar
1 vote
2 answers
223 views

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 ...
Robert Sösemann's user avatar
1 vote
0 answers
39 views

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 ...
Nick C's user avatar
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5 votes
1 answer
1k views

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. ...
Robert Sösemann's user avatar
1 vote
3 answers
232 views

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 ...
Lior Lavi's user avatar
  • 374
2 votes
0 answers
76 views

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 ...
Robert Sösemann's user avatar
0 votes
0 answers
80 views

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 ...
Robert Sösemann's user avatar
2 votes
1 answer
356 views

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 ...
Ranjith U K's user avatar
2 votes
1 answer
274 views

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 ...
Peter Gascoyne's user avatar
2 votes
0 answers
86 views

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 ...
Manuel Moya's user avatar
0 votes
2 answers
145 views

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 ...
Robert Sösemann's user avatar
3 votes
0 answers
72 views

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/...
Robert Sösemann's user avatar
1 vote
0 answers
36 views

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 ...
David H's user avatar
  • 11
3 votes
1 answer
825 views

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 ...
Robert Sösemann's user avatar
0 votes
0 answers
43 views

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 ...
Robert Sösemann's user avatar
3 votes
1 answer
174 views

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 ...
Robert Sösemann's user avatar
1 vote
1 answer
114 views

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 ...
Rahul Allada's user avatar
0 votes
1 answer
98 views

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 ...
Mark Pond's user avatar
  • 23k
1 vote
0 answers
187 views

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. ...
VarunC's user avatar
  • 5,950
1 vote
2 answers
136 views

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.) ...
Robert Sösemann's user avatar
1 vote
0 answers
432 views

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 ...
Manuel Moya's user avatar
1 vote
3 answers
325 views

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 ...
Robert Sösemann's user avatar
3 votes
1 answer
160 views

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 ...
user127294's user avatar
3 votes
1 answer
618 views

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 ...
Robert Sösemann's user avatar
1 vote
1 answer
93 views

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: ...
Robert Sösemann's user avatar
1 vote
1 answer
522 views

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 ...
Robert Sösemann's user avatar
3 votes
1 answer
267 views

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 ...
Renato Oliveira's user avatar
0 votes
1 answer
63 views

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. ...
Muhammad Umair's user avatar
1 vote
1 answer
82 views

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 ...
andrew's user avatar
  • 149
1 vote
1 answer
342 views

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 ...
andrew's user avatar
  • 149
0 votes
2 answers
89 views

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 ...
Robert Sösemann's user avatar
8 votes
0 answers
372 views

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 ...
Robert Sösemann's user avatar
2 votes
0 answers
365 views

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. ...
andrew's user avatar
  • 149
0 votes
2 answers
24 views

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 ...
andrew's user avatar
  • 149
1 vote
1 answer
245 views

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 ...
andrew's user avatar
  • 149
3 votes
3 answers
249 views

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 ...
Robert Sösemann's user avatar
2 votes
3 answers
274 views

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. ...
Robert Sösemann's user avatar

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