No you need to change the profile. If you want to change the licence linked to the profile and keep the same profile to the user. This is currently not available with Salesforce. You might want to clone the profile with new license and assign to user.
Full Answer
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.
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 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.
What is a content only user Salesforce license?
Content Only User Content Only User Salesforce licenses are for users who only need access to Salesforce CRM Content and allows them to access the following tabs: Workspaces, Content, Subscriptions, Ideas and Home. Ideas and Answers Internal User
How do I increase my Salesforce license?
To request an increase in a Partner OrganizationHave a System Administrator log a Case with Salesforce Partner Support.Please include all important details including the organization ID and a business case for the request.Partner Support will review the Case and action it as needed.
Which information is contained in company information in Salesforce?
Salesforce.com company information provides some information about our organization or comapny when a new account is created. In this salesforce.com company information we can find details on licences, company profile information like address, phone number etc and usage based entitlements.
What can you find on the company information page in Salesforce?
The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.
How do I set up company information in Salesforce?
Set Up Your Company in SalesforceManage Information About Your Company. ... Allow the Required Domains. ... Web Request Limits. ... Customize the User Interface. ... Set Up the Lightning Experience Home Page. ... Customize Record Page Settings. ... Select Your Language, Locale, and Currency. ... Define Your Fiscal Year.More items...
What does a company profile contains?
What to Include in Your Company ProfileCompany name.Established date.Physical address per location.Phone and fax numbers.Website URL.Email address.
Can we edit standard profiles in Salesforce?
NO. We cannot modify "Standard Profiles". The only way to achieve this is to "Clone" the standard profile, modify the permissions on the cloned profile and assign the cloned profile to the user.
What is in company settings in Salesforce?
Company settings are a collection of global attributes to describe the organization using Salesforce. They consist of company, currency, fiscal year, support, and locale settings.
How do I create a company profile in Salesforce lightning?
How to Setup company information in Salesforce?Click on the Company Profile tab. ... Click the Company Information tab under the company profile. ... Organization Detail.User License.Permission Set Licenses.Feature Licenses.Usage-based Entitlements.
What are the three main categories in the Setup menu in Salesforce?
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.
How do I set up a business profile?
Steps to writing a company profileStep 1: Identify the profile's purpose. ... Step 2: Decide on a style. ... Step 3: Tell a story. ... Step 4: Outline your mission statement. ... Step 5: Keep a consistent format throughout. ... Step 6: Write the company history in chronological order. ... Step 7: Include testimonials.More items...•
How can you use the term transfer record in profile?
How can you use the term “Transfer Record” in profile? Transfer record is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.
What is Salesforce Stack Exchange?
Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
Can you clone a profile in a profile?
You can then pick a profile that has the required licence already. There will always be some tweaking of the profile. You can not clone a profile that has a different licence type and change this. (I've tried it myself)
Can you copy XML from existing profile?
So to follow up - it is indeed possible to copy XML from the existing profile to a new profile of the correct license type... it's just a bit of a process, since you need to retrieve/deploy the new profile with the relevant metadata you're updating permissions on... eg you need to pull custom objects and fields if you want to update profile object CRUDs and field level security.
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.
What are contract restrictions in Salesforce?
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. Salesforce takes enforcement action against this as you are breaking their terms and conditions.
How are licenses controlled?
All licenses are controlled via profiles. When you buy the relevant licenses you get a standard profile for that license added to your edition, which you can clone and customise. You then just assign a user to the particular profile and can change their profile assignment as often as you want, should their role change.
What is CRM Lightning?
Sales and Service Cloud (a combination of the two main “cloud” licenses; occasionally referred to as “CRM Lightning”)
Can you reassign a license back to a user?
You can just reassign them back immediately after the license change if you’ve kept a note of them (!) .
Do features change over time?
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 later on.
Can you mix Salesforce licenses?
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).
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 license in Salesforce?
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. A user’s profile must also include the “Manage Articles” permission to view and use the Article Management tab.
What is content only user in Salesforce?
Content Only User Salesforce licenses are for users who only need access to Salesforce CRM Content and allows them to access the following tabs: Workspaces, Content, Subscriptions, Ideas and Home.
What is Force.com free?
Force.com Free Salesforce licenseis for users who need access to a single custom application but not standard CRM functionality. Essentially the same rights as Force.com – One App users but they do not have access to accounts and contacts.
What is Force.com Salesforce?
Force.com Salesforce licenseis for users who need access to a single custom application but not standard CRM functionality. These users have the same rights as Salesforce Platform users (plus unlimited number of custom tabs) but are limited to a single custom application consisting of up to 10 custom objects and have only read-only access to accounts and contacts.
Does Salesforce have a license?
Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page.
Is Salesforce a free platform?
Salesforce is a CRM with an entirely free learning platform that could lead to a lucrative career.
Is it still worth it in 2022 to change from software engineer to salesforce developer?
They would increase my salary by a little bit and pay me the salesforce developer certificate. I'm afraid that salesforce can lose steam and that I would make a bad change in my career. Anyone that made this change not a long time ago that can share his experience? Thank you.
Company information and primary contact details
When your company signs up with Salesforce, the information provided is displayed on the Company Information page. This page can be accessed by navigating to Setup | Company Profile | Company Information.
Default language, locale, and time zone
The company information settings for language, locale, and time zone can affect how key data is handled for the organization.
Currencies and conversion rates
Currency settings are organization-wide within Salesforce, and can be set using either a single currency option, using the Currency Locale setting in Company Profile, or as a multiple currencies option where you can add currencies and set conversion rates using the Manage Currencies link within the Company Profile section.
Fiscal year settings
The fiscal year settings in Salesforce can be set by navigating to Setup | Company Profile | Fiscal Year.
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: 1. Sales Cloud 2. Service Cloud 3. Sales and Service Cloud(a combination of the two main “cloud” licenses; occasionally referred to as “CRM Lightning”) And the Platform license…
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…
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 fe...
- 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…
- 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...
- 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...
- If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
- 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 clicks to transfer users between one an…
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…
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…