How to Create and Upload a Managed Package: A Step-by-Step Guide

What is a managed package?

A managed package is a group of application parts that are uploaded to AppExchange as a single entity and linked to a namespace and a License Management Organization. A managed package can only be created and used with a Developer Edition organisation.

How to create a Package?

1. Go to Setup, search for Package Manager in the Quick Find box, then choose Package Manager.
2. Click New.
3. Give a suitable name to your package. 
4. Set the default language of all component labels in the package from the language dropdown.
5. Select a custom link from the Configure Custom Link field to provide configuration information to installers of your app. (Optional step)
6. Enter the username of the user in the Notify on Apex Error field, who should get a notification if an uncaught exception occurs in the Apex code. To find more information, see Handling Apex Exceptions in Managed Packages. (Optional step)
7. Enter the email address of the user in the Notify on Packaging Error field, who will be notified by email if an error occurs when a subscriber attempt to install, upgrade or uninstall a packaged app fails.Only if packaging error notifications are enabled will this field be visible.. Contact your Salesforce representative to enable notifications. (Optional step)
8. Enter a description that summarises the package. This description can be modified before being submitted to the AppExchange.(Optional step)
9. Set a post-install script. After the package has been deployed or upgraded, the subscriber organisation can execute an Apex script.(Optional step)
10. Set an uninstall script. You can run an Apex script in the subscriber organization after the package is uninstalled. (Optional step)
11. Click Save.
12. Further, you can add component types to your package by clicking on Add

Salesforce recommends publishing your app on AppExchange with the following types of documentation:

• Configure Option
• Data Sheet
• Customization and Enhancement Guide
• Help articles

For more information on documentation, click here.

How to install a managed package?

Pre-Installation-

1. In a browser, type in the installation URL you obtained while you uploaded the package.
2. Enter your username and password for the Salesforce org where you need to install the package, after that click on Log In.
3. If the package is password-protected, enter the password you acquired from the publisher.

Default Installation:

Click Install. You’ll get a message that describes the development and a confirmation message after the setup is complete.

Custom Installation:

If you need to modify the default settings then you can follow this custom installation

Post-Installation Steps:

If the package includes post-installation instructions, they’re displayed after the installation is complete. Review and follow the steps provided. Carry out the following post-installation steps: 

●     If the package consists of permission sets, assign the included permission sets to the intended users who need them.

●     If you’re re-installing a package and need to re-import the package data through the usage of the export report that you obtained after uninstalling,                 check Importing Package Data.

●     If you installed a managed package, click Manage Licence to assign a license to users. ( Please Note - We can’t assign licenses in Lightning Experience.         To assign a license we need to switch to Salesforce Classic.)

Add more closing notes

TechAim, an esteemed implementation partner of Salesforce in Pune, is delighted to inform you about the seamless process of installing applications on your Salesforce platform to further enhance its functionalities.

With just a few simple steps you can install an application on your Salesforce platform to enhance the functionalities of your platform even more. To view some of the most used packages, do visit AppExchange.