An extension of the Custom Portal Manager Standard Salesforce license, this license also allows the user to run reports based their profile settings plus receive the “Delegated Portal User Administrator” permission. Partner portal users can also have the following two user licenses entitling them to additional features.
Full Answer
How to set up Salesforce as a system administrator?
(Setup>>System Overview>>SALESFORCE). if licenses are available then choose user license as salesforce and profile to be as system administrator. hope this helps you..
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
How do I enable demo licenses in Salesforce?
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.
When to use an internal or external license in Salesforce?
View Your Organization’s Feature Licenses When to Use an Internal or External License 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
How do I assign a license to a profile in Salesforce?
In Salesforce, navigate to Setup > Manage Users > Users. 2. Click edit on the user's record (or create a new user). Select the Salesforce Platform as the User license and click Save.
How do I make my profile an Admin in Salesforce?
Create a new System Administrator User In Salesforce Classic and Lightning Experience:Go to: ... Click New User then enter your new User details.In the 'User License' field, select Salesforce.In the 'Profile' field, select System Administrator.Select Generate new password and notify user immediately.Click Save.More items...
Can we edit system administrator profile in Salesforce?
You aren't able to make changes to standard profiles, but what you can do is clone the profile, by clicking the 'Clone' button and then call it whatever you want. If you are the System Administrator, just change your profile to the new cloned system admin profile!
What are the licenses in Salesforce?
Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.
What is System Admin profile in Salesforce?
Salesforce System Admin Profile In newly provisioned Salesforce Orgs, the Salesforce System Administrator profile is assigned to the user who purchased the org and can be assigned to other users by anyone with the System Administrator profile or the Manage Users and Modify All Data user permission.
How many Salesforce system admins do I need?
As your company grows and your sales and customer support staff expands, you may need more Salesforce specialists to assist with the different needs. Salesforce recommends to have at least 1 administrator per 30 users, as in the table below.
How do I change my administrator profile?
Unable to edit my own User profileClick Setup | Administration Setup | Manage Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.
What is a Salesforce profile?
Profiles are a group of settings and permissions which define what a user can access in Salesforce Lightning. Depending upon the user's job role, Salesforce Admins can assign users with a profile that includes all the tabs, records, and page access that they require.
How do I grant admin access in Salesforce?
To provide grant login access go to your name=>My settings.Click on my settings.Go to Personal=>Grant Account Login Access.We can provide grant access to your company administrator and Salesforce.com support. ... Click on Users.More items...
How do Salesforce licenses 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.
Who needs a Salesforce license?
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.
What is the difference between role and profile in Salesforce?
Salesforce Roles and Profiles Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
What is Salesforce admin?
A Salesforce Admin best understands how to make the platform work for their company’s goals. Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform.
How many customers does Salesforce have?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
What companies use Salesforce?
Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
Is there a fee to take Salesforce certification?
After you pass the test, you’re a certified Salesforce administrator, and your career opportunities have expanded. But your learning doesn’t stop there. Maintain your certification on a specific schedule to keep your knowledge, skills, and abilities current.
Can a Salesforce administrator be just one person?
Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform. Make it as easy as possible for users of any technical level to use Salesforce. Stay updated on the platform’s new tools, capabilities, and updates.
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.
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 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. A license itself is the specific agreement between Salesforce ...
How many licenses does an org admin have?
As an org admin, you assign each user one user license, based on the user’s role. The user license determines the functionality that the user can access. An edition or add-on can contain multiple types of user licenses, depending on the product.
What is Salesforce provisioning?
Provisioning is the process that Salesforce administers to activate your licenses and enable functionality in your org. When your org is provisioned, it’s like a tenant shaking hands with the property manager, making the initial lease payment, and getting the office keys.
What is a permission set license?
Permission set license. A license that defines user-level functionality, which can be assigned to supplement the functionality in a user license. A user can be assigned multiple permission set licenses. Note that a permission set license is different from a permission set, defined in the next unit.
Does Salesforce have user licenses?
Some Salesforce products do not provide user licenses or permission set licenses. For example, Heroku, the application development environment, creates platform licenses but no user licenses, because its products define functionality at the platform (org) level but not the user level.
Can you have multiple permissions in Salesforce?
Many Salesforce products, such as Sales Cloud and Service Cloud, also include permission set licenses. Like user licenses, permission set licenses define user-level features. But while a user can have only one user license, the user can be assigned multiple permission set licenses. As an admin, you can assign permission set licenses to a user ...
Can you buy Perms for Salesforce?
As a Salesforce customer, you don’t directly buy individual perms or prefs. In fact, you don’t even buy individual platform, user, or permission set licenses (which are all settings licenses). Instead, you buy editions and add-ons, which are product licenses.
You guys need to stop freaking out when David Liu puts something out online
First off, admins aren’t going anywhere. Mist businesses need admins more than they need developers and that’s a given. Developers are like Uber black, more people request Uber x and sometimes you get an Uber black because no one is requesting one and they’re roaming around.
Found a nice mentor along my trailhead SF Admin cert journey on LinkedIn!
This is the message he sent me on LinkedIn when I connected and asked for any advice along the way.
Is the redesigned Trailblazer Community more confusing than the old way or is it just me?
I feel so limited. It's hard to explore the community and find new topics. I can't find people to follow like I used to be able to. I just have to go with what's recommended on the side. I'll click the topic or hashtag of a post and the feed on the linked page is a mess. I just don't get it.
Is anyone else having a slow experience in Salesforce using Chrome?
Within the past week or so, I've started to have significant performance issues on Salesforce in my Chrome browser. Overall, I think it may be a Salesforce specific issue - my internet connection seems fine and all other website I visit don't have issues.