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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17 views

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 ...
1 vote
3 answers
217 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 ...
3 votes
1 answer
93 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 ...
0 votes
0 answers
28 views

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 ...
2 votes
0 answers
99 views

Bi-directional communication between External Service and Managed Package

What is the Vanilla approach to establish a bidirectional connection between an External Systema and a Managed Package installed in a Subscriber org? With Vanilla, I mean: Package a lot, configure ...
0 votes
0 answers
20 views

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 ...
2 votes
1 answer
102 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 ...
1 vote
1 answer
70 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: ...
1 vote
1 answer
100 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 ...
2 votes
1 answer
65 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 ...
0 votes
1 answer
37 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. ...
1 vote
1 answer
77 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 ...
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1 vote
1 answer
31 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 ...
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0 votes
2 answers
58 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 ...
8 votes
0 answers
190 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 ...
2 votes
0 answers
46 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. ...
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0 votes
2 answers
20 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 ...
  • 171
1 vote
1 answer
35 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 ...
  • 171
3 votes
3 answers
128 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 ...
2 votes
3 answers
175 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. ...
1 vote
0 answers
24 views

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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0 votes
0 answers
15 views

Is MFA for Appexchange Test Drive An Issue?

Submitted a Test Drive for our ISV application to Security Review and got failure because IP Address ranges are too wide, 0.0.0.0 - 255.255.255.255. I thought this was bad advice also but it's in our ...
  • 1,476
34 votes
5 answers
2k views

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 ...
0 votes
0 answers
61 views

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 ...
1 vote
0 answers
30 views

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 ...
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3 votes
1 answer
170 views

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 (= ...
0 votes
0 answers
38 views

Parnter Security Portal : Chimera Scan is getting cancelled with no error/reason

We are trying to run Chimera scan on external web app used as part of our AppExchange product. We have added Chimera Token on our app's root page. Whenever I initiate a Chimera scan. It starts showing ...
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5 votes
0 answers
99 views

Stress-test and prove limit-scalability of Asynchronous code

Giving my question a proper title was hard as I am only partially sure what I am actually looking for - solution-wise. In our fully native (no AWS or Functions backend) Managed Package many ...
7 votes
2 answers
406 views

Can we prove security using Apex Tests & System.runAs()?

Let's pretend I am working on a Managed Package app that is soon going to Security Review. I have used all the latest and greatest native features (I know some of them are not GA yet) like as user and ...
0 votes
0 answers
76 views

Not Able to query 'FlowDefinitionView' object in post install script

We are tried to query the salesforce 'FlowDefinitionView' object in the post install script, got the following error. Element isTemplate is duplicated at this location in type Flow. Following code we ...
4 votes
2 answers
181 views

Use DataWeave to download, parse and filter large App Analytics logs

​Can somebody please help me to assess the feasibility of my solution with the new DataWeave feature?   For many years I maintain an Open Source solution to receive and monitor App Error emails from ...
1 vote
0 answers
69 views

Use Functions to download, parse and filter large App Analytics logs

​Can somebody please help me to assess the feasibility of my solution with Salesforce Functions?   For many years I maintain an Open Source solution to receive and monitor App Error emails from ...
2 votes
1 answer
62 views

What is the limit of metadata components in 1GMP or 2GMP?

What is the limit of metadata components in 1GMP or 2GMP? Yesterday I talked to my former colleague about the limitation of number of metadata components available for a single package and that ...
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0 votes
1 answer
46 views

Is fixing "Apex Code Quality" issues necessary for passing security review?

I have fixed all the "Apex Critical Security Risk" issues but there are few apex code quality issues remaining. Some of them are false positives and some are correct. But due to time ...
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1 vote
0 answers
43 views

Possible to maintain base and extension functionality in one Managed package?

I have created a base package as a Managed package, for which we are occurring licence cost. Now, On the Top of base base package, we have to provide advance functionality as an extension. For this as ...
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1 vote
1 answer
128 views

Security Review: Cloud Service uses and stores OAuth tokens

My customer runs a Cloud Service for many years, that connects with Salesforce orgs via OAuth flow and stores org tokens in its database. As this service wasn't on the AppExchange my customer did not ...
-1 votes
1 answer
26 views

Which Salesforce scanner tool can I use to scan Chrome Extension(built on Angular utilizing Salesforce APIs)?

We have a Chrome Extension built upon Angular utilizing Salesforce APIs, now We want to publish it on APP Exchange, so we have to upload a scanner report, which scanner tool can we use? I tried using ...
0 votes
0 answers
31 views

Some question regarding salesforce partner program

If my company is already an ISV for salesforce do we need to create an additional account to be a consulting partner? If not from where in our partner profile we should apply for the consulting ...
3 votes
1 answer
217 views

Resubmit for Security Review without Patches

I am working for an existing AppExchange ISV Partner that missed the deadlines for Security Review resubmission. When that happens Salesforce is not only taking your Listing down but also deactivating ...
1 vote
1 answer
54 views

How to contact Partner Support after the account is expired

I am trying to reach out the Salesforce partner support to reactivate my account. But, my partner account was expired. I've searched and read so many articles and they say the only way to contact ...
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1 vote
0 answers
126 views

Run Checkmarx on code not in packaging org (too big for Community scanner)

I am consulting an ISV partner with their resubmission of the Salesforce Security Review. They ran the initial Checkmarx scan using the Partner Scanner on the code in their Packaging org, then fixed ...
0 votes
2 answers
55 views

How to remove 2gp package password using SFDX?

Can we able to remove the published package password or remove it? We have already submitted the package now we need to remove the password how to do it using sfdx. sfdx force:package:version:update -...
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15 votes
2 answers
726 views

Modularize (existing) LWC for reuse and flexible distribution

I am currently breaking a monolithic 1GP Managed package into more modular 2GP packages. While doing this I also want to decompose chunky LWC components in a way so they can be reused more flexibly ...
5 votes
4 answers
747 views

How different is Initial Security Review from Resubmission

An ISV customer of mine has a Managed Package in the AppExchange for many years now. He recently was asked to resubmit for Security Review and is now wondering what to expect and how to best plan and ...
13 votes
1 answer
496 views

Best practices for breaking 1 GP monoliths into 2GP modules

The wonderful capability to create 2GP Managed Extension Packages on top of 1GP Managed Base Packages is great luck for AppExchange partners that have built complicated and monolithic apps over the ...
2 votes
0 answers
55 views

How to avoid using position:absolute in stylesheets for aura components due to security concerns as mentioned in the ISV guide

I'm trying to pass security review for my managed package. I have to a security issue to address: Unsafe CSS position declaration: position: absolute; The Salesforce Platform tries to ensure that ...
1 vote
0 answers
108 views

Best Practices for updating permission sets in managed package to reduce and expand permissions?

Per this article, we cannot update permission sets in managed packages: https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/packaging_perm_sets_profile_setttings.htm ...
3 votes
1 answer
221 views

Asynchronously call-in to a Managed Package

I am working on a Managed package App that makes callouts to a well-known external REST API. Some of the Endpoints are asynchronous, meaning they just give back a Job Id. Currently, ugly Apex is ...
4 votes
2 answers
340 views

Do 2GP Managed Packages send email notifications on unhandled Apex errors?

Other than the official documentation and related SFSE questions indicate the Error reporting of Second Generation Managed Packages (2GP) seems to behave differently that with 1GP. I want to make this ...
0 votes
0 answers
13 views

Accept Bank Transfer for AppExchange Checkout in Canada

I am an ISV Salesforce partner located in Canada with an app listed on the AppExchange. Right now I am only accepting credit card payments. However, many of my customers do not have access to a ...
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