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chaithaly gowda How to notify admins about user license expiry
Hi All
Is there anyway to get notified about the user license expiration(salesforce,salesforce platform..) through email?
There is object 'UserLicense', but it doesnot have any details on expiration date to use it in workflow or process builder.
Would someone please suggest a way to get notified.
Thanks in advance
Is there anyway to get notified about the user license expiration(salesforce,salesforce platform..) through email?
There is object 'UserLicense', but it doesnot have any details on expiration date to use it in workflow or process builder.
Would someone please suggest a way to get notified.
Thanks in advance
To do this, create an email template for the notification. Then, create a workflow rule with a filter that specifies a time period (for example, month) before the Expiration date. Finally, associate the workflow rule with a workflow alert that sends an email to the appropriate team member or sales representative. You should configure the rule so that your sales representative and the customer have sufficient time to explore contract renewal options before the license expires. It is also a good idea to send emails to customers warning them of license expiration.
Using the LMA, you can keep track of how many customers have installed a package and which version of the package they currently use. You can also use it to manage the leads associated with the licenses.
Refer: http://www.salesforce.com/docs/en/lma/Content/lma_best_practice.htm
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.
I dont want to update the expiration date every time it gets changed,,, any better approach to find the expiration date?
You can Raise an Idea in Idea Exchange based on Votes it will be implemented by the product team in future releases.