2021-11-29 — ISVapp Blog

November Feature Update: Account Status Override

ISVapp Feature Update Salesforce App Analytics License Management Application
Knowing where exactly an account stands on its journey is essential. It allows your customer success and onboarding teams to dedicate the right resources at the right time. Furthermore, it is key to understand which accounts need more attention right now.

In November we have added the possibility to manually set the account status in ISVapp. This allows partners to easily cover the typical lifecycle phases of a customer without the need to customize or interfere with the License Management Application (LMA).

In most cases, ISVapp already identifies the account status automatically based on data from the License Management Application (LMA). However, the LMA does only cover trial and active. By default, it does not allow for a more fine-grained status control like in onboardingchurned or free. That's why we have added the possibility to manually set an additional account status directly within ISVapp:

ISVapp Override Account Status
The status selection covers the most common lifecycle phases of the customer journey: trial, onboarding, active, churned and free. Updating the status in ISVapp has no interference with the LMA.
ISVapp Account General Status
ISVapp shows an indicator for accounts that have a manual status specified. In the example above, an additional Go-Live date was specified. ISVapp will automatically switch the account to active on that given date.

At any point, you can choose to unset a status override by switching back to the Automatic Status behaviour. That is also the default for all new accounts.

Where can I find the new functionality?

You can launch the status modal from two places:

  1. From any account detail record via the Edit button within the status section.

  2. From the account browser within the status column.

Feedback Icon As always, we appreciate any feedback or questions via [email protected].

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