Distribute CRM Analytics Assets Through AppExchange

Once your managed package is certified through our security review, you can make it available to your customers by uploading it to AppExchange. You can specify your package release type, control major and minor version numbers, and specify licensing options through the Licensing Management Application.

To distribute a CRM Analytics managed package:

  1. Submit your package for a security review.
    Before a package can be listed on AppExchange, it must meet established standards. Since packages containing CRM Analytics assets can potentially contain standard Salesforce objects too, they are subject to the same security requirements as all other AppExchange listings.
  2. When your package is ready, click Upload, then fill in the required information.
  3. Add version specifics, including the name (usually a description and date) and the version number.
  4. Choose the release type—Managed - Beta or Managed - Released—and an appropriate version number.
    The Managed - Beta type is for testing, usually with a subset of customers, and allows changes that the Managed - Released type does not.
  5. Add a description for your AppExchange listing.
  6. Optionally, add URLs for release notes and instructions, a password (if you wish to keep the package private), and any other objects required.
  7. Click Upload.
Note
Note Deployment requires Salesforce admin permissions.

Use the AppExchange and the License Management Application (LMA) to manage user-based licenses. You can request the application through your partner community site.