If you freeze a user account, it gives you the opportunity to move the associated records, etc. to the ownership of someone else so they would be able to manage those accounts. "Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user.
How to freeze Salesforce users in bulk using Salesforce Salesforce?
Salesforce is a versatile platform offering different methods to complete similar tasks. Choose the best method for your use case and Salesforce development or administrative experience. Write an Apex Batch class to freeze Salesforce users in bulk.
What is the difference between Salesforce licenses and Salesforce platform 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.
How to change the license of a user in Salesforce?
To change between a Platform and “normal” (e.g. Sales or Service license) Salesforce license: on the User editing screen, you simply change the “User License” and pick the correct Profile (basically it’s a dependent picklist). Keep your profiles very “bare bones” if you can, with only a few (or zero) objects.
What is the difference between freezing and deactivating a Salesforce account?
"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user. Hope this helps you!
What happens when you freeze a Salesforce account?
Freezing a user in Salesforce means that only stops the user from being able to login. In some cases, you can't immediately deactivate a user (such as when a user is selected in a custom hierarchy field or a user that's assigned as the sole recipient of a workflow email alert).
Can we unfreeze the user in Salesforce?
Tip You can perform this and other administration tasks from the SalesforceA mobile app. From Setup, enter Users in the Quick Find box, then select Users. Click the username of the account you want to freeze. Click Freeze to block access to the account or Unfreeze to allow access to the account again.
What happens to Salesforce license when user is deactivated?
Deactivating the user doesn't affect the records they owned until ownership is transferred to others. All the user's overrides remain, but they're frozen. In Chatter, the user's profile remains, but it shows they're inactive.
What is difference between freeze and inactive in Salesforce?
"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user.
What happens when a user is frozen?
“Freezing” only stops the user from being able to login. For example, we have a user Jay, just left our company and we want to deactivate his account.
What is difference between freeze and deactivate?
Freeze – Temporarily disable the account. Good for returning users. Deactivate – Suspend the user account entirely and they are not returning users.
How do I get a free Salesforce license?
To free up the managed package license, unassign the license from that user:Navigate to Setup.Type Package into the Quick Find box, and click Installed Packages.Click Manage Licenses next to the impacted package.Click Remove next to the inactive user, or Remove Multiple Users to remove from more than one user at once.
How do I transfer a user license in Salesforce?
From the inactive user's page, tap Reassign a License.Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from.When you've found that existing user, tap Reassign This License.Confirm the changes, and tap OK.
How do I release my Salesforce license?
From Setup, in the Quick Find box, enter Users , and then select Users. Click the name of the user whose permission set license you want to remove. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.
What is a Salesforce license?
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 are 2 reasons a user Cannot be deactivated Salesforce?
You can't deactivate a user that's assigned as the sole recipient of a workflow email alert. You can't deactivate a user that's selected as a Customer Portal Administrator . Deactivated users lose access to any records that were manually shared directly with them, or implicitly shared with them as team members.
How do I enable an inactive user in Salesforce?
Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.Look for the name of the User to reactivate.Click Edit beside the name of the User.Select the 'active checkbox. 'Click Save.
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.
Identity Only License
Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.
External Identity License
Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.
Identity Verification Credits Add-On License
Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.
