How to use the ISVapp Salesforce Sync
Table of contents
The Salesforce Sync feature enables data synchronization between Salesforce and ISVapp. To set up Salesforce Sync, navigate to ISVapp and select Setup > Salesforce Sync. The Add field button launches a multi-step wizard.
Synchronization options include:
Sync display fields from Salesforce to ISVapp
Choose fields from your Account object for display and filtering in ISVapp.
Sync override fields from Salesforce to ISVapp
Designate special Account object fields to override standard License Management Application fields (see our LMA guide to learn more about these fields). Options include:
Override Internal Seat Count
Use a specific field for the Account seat count, bypassing the License record. Ideal for instances without maintained seat counts.
Override External Seat Count
In Salesforce, there is no standardized mechanism to specify external seat counts (Community / Experience Cloud).
In case your application leverages external access and the feature is enabled in ISVapp, ISVapp will - by default - estimate the number of external users based on observed averages. When you specify an override, ISVapp will use that value instead.
Override Account Renewal Date
When specified, ISVapp will use the value from the selected field as the Account renewal / expiration date instead of looking up the expiration date from License record. This is especially useful in case you don't maintain expiration dates on your License records.
If you maintain one or more of the above data points somewhere other than on the Account object, we recommend that you build a Flow that ensures you have the data available on the Account object.
Sync metrics from ISVapp to Salesforce
Select ISVapp metrics to sync with Salesforce Account object fields. ISVapp uses the latest data point for syncing, with nuances for each metric:
Engagement (MAU, WAU, DAU)
If Combined usage across all packages is selected, ISVapp will synchronize a numeric usage value or 0 if there is no usage. If a specific package is selected instead, ISVapp will synchronize a value only if the Account in question is licensed for the package via a License record. Otherwise ISVapp will synchronize the NULL value.
ISVapp will synchronize feature usage values only if the Account in question is licensed for the feature. Otherwise ISVapp will synchronize the NULL value. An Account is licensed for a feature, if it is licensed for all packages that are included in the feature.
Here is an example: Feature "Tournament" includes the Custom Object Player from Package A and Custom Object Schedule from Package B. ISVapp will only synchronize usage for this feature if the Account in question has a License record for both Package A and Package B.
A custom object from this type can always be traced back to a specific package and thus ISVapp will synchronize a value only if the Account in question is licensed for the package via a License record. Otherwise ISVapp will synchronize the NULL value.
Note: Field sync occurs automatically every 24 hours.