Salesforce Managed vs Unmanaged Packages: What You Need to Know

When it comes to Salesforce development, how you package and distribute your code is just as important as the quality of the code itself. Whether you're a startup launching your very first app or a big company updating complex internal processes, every developer eventually faces a key choice:

Picking the wrong way to go can get you into "Deployment Deadlock." That's a super risky spot where you can't push out updates, security gets seriously messed up, and the technical debt just explodes.

This guide explores the Salesforce package types, utilizing real-world problem statements and industry best practices to help you make the right architectural decision.

What are Salesforce Packages?

At their core, Salesforce packages are containers for metadata. They bundle together Apex classes, Custom Objects, Lightning Components, and Flows.

They allow developers to organize, manage, and deploy multiple components as a single unit. This ensures that all related features, components, and dependencies are included, making deployment more reliable and structured.

When you look at Salesforce package types, you are essentially looking at two different "contracts" between the person who built the code and the person who installs it.

Salesforce provides two main types of packages: Managed Packages and Unmanaged Packages. Each serves a different purpose depending on whether you need control, security, and upgradeability or flexibility and customization.

Managed Packages: The "Commercial Powerhouse.

A Salesforce Managed Package is a collection of components created and controlled by a developer or ISV to securely distribute applications. It allows developers to protect their code, manage versions, and deliver updates to customer orgs.

This is essential for ISVs who want to distribute their app to multiple customers while protecting their proprietary logic. Since their code is their core asset, a managed package ensures customers cannot modify or access sensitive components while allowing the ISV to maintain upgrade control and security.

Key Features of Salesforce Managed Package

Managed Packages are the "Gold Standard" for professional distribution, offering a balance of security and scalability that standard deployments lack.

  • Namespace Prefix: Each managed package has a unique namespace prefix that ensures all components remain uniquely identified and avoid conflicts with other components.

  • Code Obfuscation: Salesforce automatically hides and protects Apex code, preventing customers from viewing or modifying the source code.

  • Version Management: Developers can create and maintain multiple versions of the package and control the release lifecycle.

  • License Management: Managed packages allow developers to assign, manage, and control user access through licensing.

  • AppExchange Compatibility: Managed packages meet Salesforce requirements for AppExchange distribution and security review.

Benefits of Salesforce Managed Package

  • Protects Intellectual Property: Ensures your proprietary logic remains secure and cannot be accessed or modified by customers.

  • Enables Easy Updates: Developers can push updates, bug fixes, and new features to all customers efficiently.

  • Supports Large-Scale Distribution: Makes it easy to distribute and maintain applications across hundreds or thousands of customers.

  • Improves Reliability and Stability: Prevents component conflicts and ensures smooth installation in different Salesforce orgs.

  • Enables AppExchange Publishing and Monetization: Allows ISVs to publish, distribute, and monetize their apps on Salesforce AppExchange

Use Cases: When to Use Salesforce Managed Packages

Managed packages are the "Gold Standard" for stability, security, and long-term maintenance.

  • AppExchange Apps: Mandatory for listing and selling on the Salesforce marketplace.

  • Commercial SaaS Products: Best for selling professional-grade software to external clients.

  • Long-Term Supported Tools: Ideal for solutions requiring regular feature updates and bug fixes.

  • Enterprise Multi-Org Rollouts: Ensures global consistency by pushing synchronized logic across various business units.

  • IP-Sensitive Solutions: Necessary for hiding proprietary Apex logic.

Unmanaged Packages: The "Collaborative Template."

Salesforce Unmanaged Package

An unmanaged package is a collection of Salesforce components that can be installed and fully modified by the receiving organization, without upgrade control from the original developer.

Think of an unmanaged package as "Open Source." Once the Salesforce package installation is complete, the code lives in the customer's org as if they wrote it themselves.

This means there is no ownership or upgrade control from the developer, making an unmanaged package ideal for sharing templates, sample solutions, or one-time deployments where customisation is expected.

Key Features of Salesforce Unmanaged Package

Unmanaged packages act like a "shared blueprint" perfect for flexibility, but they require the installer to take full responsibility.

  • Open Source Access: Every Apex class and object is fully visible. 

  • Zero Upgrade Path: Once it's installed, the link is broken. You cannot push bug fixes or new features; it’s a one-and-done delivery.

  • No Namespace Safety: Without a namespace prefix, there is a higher risk of naming conflicts with existing objects in the target org.

  • Total Creative Freedom: Users have 100% control to modify, extend, or even delete components to fit their unique environment.

  • Hands-Off Ownership: After installation, the creator is out of the picture. The customer owns the code and the maintenance completely.

Benefits:

  • Total Customization: Developers can open the Apex classes, modify the Lightning Web Components, and delete fields. It is a "one-and-done" gift.

  • Zero License Costs: Unmanaged packages are typically free and don't require complex license management.

  • Internal Migrations: For quick, one-time transfers of unrelated components between Sandbox and production, an unmanaged package is often faster than setting up a full CI/CD pipeline.

Use Cases: When to Use Salesforce Unmanaged Packages

Unmanaged packages are the go-to choice when flexibility outweighs the need for control.

  • Code Templates: Providing "starter kits" that developers can build upon.

  • Internal Migrations: Moving one-time components between Sandbox and Production.

  • Training & Education: Sharing open-source code for others to study and modify.

  • Open Source Sharing: Distributing community solutions where user customization is expected.

  • Proof of Concept (POC): Rapidly testing ideas without the overhead of long-term maintenance.

The Disadvantage: The "Version Dead-End" Impasse

While flexibility is a strength, it creates a massive scalability hurdle. The biggest risk of an unmanaged package is the complete lack of an upgrade path. If you discover a critical bug or a security vulnerability after 100 people have installed your Unmanaged package Salesforce components, you have no way to "push" a fix. Unlike the Managed package, Salesforce benefits where updates happen with one click, the unmanaged route leads to a "Version Dead-End":

  • The Manual Burden: You must notify every customer and ask them to fix the code themselves.

  • The Data Loss Risk: To install a newer version of an unmanaged package, the user often has to manually uninstall the previous version. 

  • Maintenance Nightmare: Over time, every customer’s version of your "template" will look different because they have edited the code. 

Comparing Managed vs. Unmanaged: A Quick Reference

To summarize the differences clearly, let’s compare Managed and Unmanaged Packages side-by-side:

Feature Managed Package Unmanaged Package
Primary Audience ISVs & AppExchange Partners Internal Teams & Open Source
Upgradability High (Automatic Pushes) None (Manual Re-install)
Code Visibility Hidden (Protected IP) Fully Visible
Namespace Required (Prevents Conflicts) Not Required
Org Limits Does NOT count against most limits Counts against all org limits
Customization Locked/Restricted 100% Editable

Salesforce Packaging Best Practices for 2026

To ensure your deployment strategy creates customer engagement and scales effectively, follow these four pillars:

I. Shift to Second-Generation Packaging (2GP)

The old way (1GP) was tied to a "Packaging Org." The new way (2GP) is source-driven.

  • Why? 2GP allows you to use Git as your "Source of Truth." You create packages using the Salesforce CLI, making it easier to integrate into modern DevOps workflows.

  • This is the top recommendation for Salesforce packaging best practices today.

II. The "Thin Package" Strategy

Don't put your entire business logic into one massive package. If one part of your app fails, the whole package fails.

  • Solution: Create a "Core" package and "Add-on" packages. This modularity makes Salesforce package deployment much faster and less prone to errors.

III. Respect the Governor's Limits

Managed packages get their own set of Apex character limits, but they still share the same "Transaction Limits" (like the 101 SOQL query limit).

  • Practice: Always write bulkified code. Just because your code is in a package doesn't mean it's exempt from the laws of Salesforce performance.

IV. Use the "Beta" Versioning Wisely

Before releasing a version to the public, always create a "Beta" version.

  • Test Scenario: Install your Beta package into a fresh Scratch Org. Does it install? Do the post-install scripts run? Testing the Salesforce package installation process is the only way to ensure a high-quality user experience.

Real-World Scenario: When to Use Which?

Case A: The Enterprise Internal Tool

Requirement: The HR department wants a custom "Employee Onboarding" app to be used across 10 different business units.

Decision: Managed Package 

  • Reason: Since HR will likely want to add new features every month, the "Upgradability" of a managed package is essential. It ensures all 10 business units stay on the same version.

Case B: The Community "How-To" Guide

Requirement: You've discovered a clever way to integrate Salesforce with a local weather API and want to show other developers how you did it.

  • Decision: Unmanaged Package. *

  •  Reason: You want them to see your code, learn from it, and modify it for their own APIs. You don't intend to support this code for the next five years.

Now that you understand the differences, benefits, and best practices, you are better equipped to choose the right packaging strategy.

Final Take: Why Packages Matter

In 2026, the complexity of Salesforce environments is at an all-time high. With the rise of Data Cloud and AI, your metadata needs to be organized. Salesforce packages provide that organization. They turn a messy "Org-wide" development style into a clean, "Component-based" architecture.

Choosing the right package type ensures that:

  • Security is maintained (Managed).

  • Flexibility is provided where needed (Unmanaged).

  • Scalability is built into the foundation of your deployment.

Optimize Your Salesforce Strategy Today

Partner with Concret.io for Salesforce Packaging Excellence

Concret.io empowers organizations to implement best-in-class Salesforce packaging strategies. By combining deep platform expertise with proven best practices, we help you build secure, scalable, and upgradeable Salesforce solutions designed for long-term success.

Frequently Asked Questions (FAQ)

  • Not directly. This is a common problem for many developers. Because Managed packages require a unique namespace and have strict component-locking rules, you can't simply flip a switch. You would need to create a brand-new Managed package, migrate your code into it, and have your users reinstall it. This is why deciding on your architecture before you build is so critical.

  • One of the best "hidden" perks of Managed packages is that they are much "lighter" on your system limits. For example, most components in a Managed package (that has passed Security Review) do not count against your total number of custom objects or tabs. This makes them a favorite for enterprise-level orgs that are running close to their platform limits.

  • Yes, and that’s actually the point! Think of it like giving someone a cake recipe versus a pre-baked cake. With an Unmanaged package, they can change the "ingredients"—edit your Apex triggers, delete fields, or rewrite your CSS. It’s perfect for learning, but it’s a double-edged sword: if they break it, you (the original developer) cannot remotely fix it for them.

  • The most common slip-up is ignoring version control. In 2GP, your Git repository is your "Source of Truth," not the Salesforce Org. If your team isn't disciplined about committing code to Git, your package versions will quickly become a mess. 2GP is incredibly powerful, but it requires a "DevOps first" mindset to work effectively.

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