Slaesforce FAQ

can i combine salesforce licenses

by Dr. Collin Smith V Published 2 years ago Updated 2 years ago
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You can also mix and match licenses, for example having 20 Platform Starter licenses and 15 Sales Cloud licenses. However, as a reminder, they all must be on the same Salesforce edition (e.g., you can't have some on Enterprise edition and some on Unlimited edition).Sep 27, 2021

How to use more than 2 Salesforce licenses in free Developer Edition?

You can't use more than 2 salesforce licenses in free developer edition account. If you are partner, then you can able to create a partner developer edition account which contains 10 salesforce user licenses by default which you use to build your demo and showcase to your customers, that is only current alternate option for your scenario.

Where can I get a Salesforce license for my company?

Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce Tutorial Config & Customization Visualforce Pages Apex Deployments

What can you do with a user license in Salesforce?

View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page

What is Salesforce knowledge only license?

Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs. The license also includes a profile that grants access to the Articles tab via the “View Articles” user permission.

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Can you mix Salesforce licenses?

The answer is YES. While you can use multiple clouds or products within the same Edition level, unfortunately you are not able to mix/match Edition levels within the same organization.

Can Salesforce licenses be shared?

Salesforce Usage Limits - Salesforce policy prohibits the use of login sharing, sharing of user credentials, shared logins or passwords. User logins must not be shared across multiple users. Please assign one user account for each individual user license login. Login credentials may not be shared.

Are Salesforce licenses Concurrent?

While you can't license Salesforce based on concurrent users (ie. We never have more than 3 people in the system at the same time, so we only need 3 user licenses) — you're absolutely allowed to deactivate users and thus “free up” their license to be applied to another employee!

How many Salesforce licenses do I need?

Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets. A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions.

How many types of Salesforce licenses are there?

Salesforce provides licenses in six different types of licenses. Listed below: Customer Community: It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge.

What is difference between edition and license in Salesforce?

In simple terms: Edition says what type of Salesforce product platform you have, it could be Developer, Enterprise, unlimited etc etc.. It says nothing about the users using the system. License is user level tag that gives a user enough rights to the Platform (which ever edition it may be).

How do I purchase additional Salesforce licenses?

Go to “Home” in Checkout and click "Add More Licenses" or "Buy More Products“. Once you select the products and enter quantities, add to cart, accept the terms and place the order. Your order will be confirmed and within 15 minutes the products or licenses will be activated!

What is concurrent licensing?

What Is a Concurrent License? A concurrent software license is a type of license that is based on the maximum number of users who will use it simultaneously. For example, if a company purchases 5 concurrent licenses, that means that up to 5 of their employees can use the software at any given time.

What is the difference between concurrent and named users?

A named user is any person who may use the application at any time. If you have 100 people in your organization and they all need access to the software – even though not at the same time – then you need 100 named users. CONCURRENT users only count the total number of users who are CONNECTED at the same time.

How do I manage Salesforce licenses?

Modify Your LicenseFrom the App Launcher ( ) in your business org, select License Management App.In the LMA, navigate to Licenses.Select the record for the customer license you want to modify and click Modify License. ... Now modify the license record by changing the values in the appropriate fields.

How does Salesforce license work?

A Salesforce license, or more precisely, a license definition, is a metadata description of the Salesforce features and services that are available to your org. License definitions describe functionality for your org as a whole and for individual users in your org.

What is Gold Partner license Salesforce?

Gold Partner. Channel Account. Business-to-business sites and portals that calculate their usage based on number of partners instead of number of individual users. Gold Partner. Refer to the permissions table found in the Communities User Licenses to see the permissions allowed by your equivalent license.

Salesforce Licenses – Recap

As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:

What are Platform Licenses?

Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.

Important Tips!

Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.

Changing Salesforce Licenses

Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.

Best Practice

Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.

Summary

There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.

What is Salesforce platform license?

Salesforce platform license is for users who need to access custom or AppExchange apps but not standard CRM functionality. These users have access to core platform functionality such as accounts, contacts, custom tabs, reports, dashboards and documents but are restricted in other ways.

What is a knowledge only user in Salesforce?

Knowledge Only User. Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs.

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Salesforce Licenses – Recap

What Are Platform Licenses?

  • Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related. Here are some examples of where the Platform licenses could be suitable: 1. Your business uses Managed Pac…
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Important Tips!

  1. Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe...
  2. Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be cha…
  1. Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe...
  2. Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be changed...
  3. If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
  4. When you change a user’s license (e.g., between “Salesforce” and “Salesforce Platform”, as we’ll see later on) all the existing Permission Sets are removed from that user. You can just r…

Changing Salesforce Licenses

  • Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface. It’s just a matter of a couple of c...
See more on salesforceben.com

Best Practice

  • Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course)– this enables users with different licenses to share the same permission sets. It reduces the number of profiles you need keeping things relatively easy to maintain going forward as you only need to update pe…
See more on salesforceben.com

Summary

  • There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business. Further reading: 1. Salesforce Licensing – Understand How Licenses Work (Trailhead) 2. A text version of the above diagram, which summarises the various features availa…
See more on salesforceben.com

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