Package Considerations

• To publish an application, include it as part of a Package, and then publish the package. Application components are automatically added to the package.

• The components contained in a locked package cannot be modified. So new fields cannot be added to an object, for example, and existing fields cannot be modified.

• The components of an unlocked can be modified, with both additions and changes. Additions are preserved during an upgrade. Changes are overwritten. For example:

• If a Rule is added to a packaged object after installation, that Rule is preserved.
• If the packaged object contains a Rule, and that Rule is modified after installation, the modifications are overwritten by the next upgrade (assuming that the new version still contains that Rule).
• Similarly for additions and modifications to Forms, Validations, and other aspects of the packaged object.

Notes:

• If a field expected by such an addition no longer exists, an error will occur when the field is referenced.
• If the field is "retired" rather than deleted (by changing it's label and using the old label on a different field, then an added item like a Data Policy that depends on the field would still work, but could deliver inaccurate results.

• Given those considerations, anyone who is in a role which allows them to modify an unlocked package needs to know what the package contains and know that, while any additions will be preserved, any changes will be overwritten at the next upgrade.

• When you add an item like a field to an object which is part of an installed package (and which might later be upgraded), a unique identifying number is appended--so there is no chance that a future upgrade will overwrite your addition.

Exception: If you are in a development Sandbox, working on a package imported from another Sandbox, your additions are seamless. No identifiers are appended.

• The names of Fields and Objects created cannot match the name of any Package element. If there is a conflict, Package installation will fail. To succeed, either the Publisher or Subscriber will need to rename the conflicting item(s).

• To include Package Data, you must Create a Data Handler class and then Configure Package Data, so that data can be selected as part of the packaging process.
• Permissions Considerations:
  • When roles are included in a package:
    • Any permissions they contain for objects present in the package are carried over to the subscriber's instance of the platform.
    • Any administrative permissions they define are also carried over.
    • No other permissions are carried over.
  • When a user installs a package that contains role definitions:
    • The user is prompted to assign users to the new roles.
    • If the user is re-installing, the user can choose to override, ignore, or merge permissions for the new roles. (Installation documentation should instruct the user on the preferred course of action.) The choices are:
    • Override - Overwrite the existing role definition.
    • Ignore - Leave the existing role untouched.
    • Merge (the default) - form a union of existing role permissions and the role permissions defined in the package.
  • If a package does not include any Roles:
    • The package installer is shown a list of existing Roles defined in the tenancy.
    • The installer can select the Roles which will have access to the objects included in the package.
    • All selected roles get Create, Delete, and View permissions for records owned by the user, and View permissions for records owned by other team members.

• When installing a Package that includes Sites, these fields are automatically populated:

• Login As User for Unauthenticated Access field is populated as the user who is logged in
• User Web Adress is BLANK

Note: When a package is reinstalled, these fields retain the values configured by the Package Subscriber.