How does a Salesforce license work?
Each org uses the shared Salesforce technology infrastructure and has secure, private operational space accessible only to its users. Carrying that analogy further, a Salesforce license is similar to a lease agreement between a property manager and a tenant.
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.
How to add a fiscal year in Salesforce lightning experience?
Add Local Name Fields to a Page Layout in Salesforce Classic Add Local Name Fields to a Page Layout in Lightning Experience Enable the Japanese Imperial Calendar Define Your Fiscal Year Set the Fiscal Year Customize the Fiscal Year Structure Customize the Fiscal Year Labels
How do I get Started with Salesforce?
Search all of Salesforce Help Set Up and Maintain Your Salesforce Organization Try Out Salesforce Start a New Trial Delete Trial Data Plan Your Salesforce Rollout Get Personalized Guidance While Setting Up and Enhancing Salesforce
How do I know if my Salesforce license is active?
To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.
How do I activate my license in Salesforce?
Enable a Feature License for a UserIn Setup, enter Users in the Quick Find box, then select Users.In the user list view, click a user's name.On the User Detail page, select the checkbox next to the feature license you want to enable for that user. ... Click Save.
How long does it take to get a Salesforce license?
Your licenses are typically available within 45 minutes of purchase.
How does Salesforce licensing work?
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.
How do I assign a license to engage in Salesforce?
Assign Engage Licenses and Permission SetsNavigate to the Salesforce Engage License Assignment tab. ... From the Action Type dropdown, select Assign.Select which users you want to assign Salesforce Engage permission sets and licenses, and click Add License.
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 an additional Salesforce license?
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!
How many Salesforce licenses can I have?
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.
Can you use Salesforce without a license?
Chatter Free and ChatterExternal licenses allow access to People, Chatter Profiles, Groups, and Files without a Salesforce license at no additional cost (no access to any other object records).
How do I find my license assignment in Salesforce?
Log in to User Account. Click the gear in the top right, and then click Setup. Check the "Permission Set Licenses" table for counts of total and assigned Inbox licenses.
What is a feature license Salesforce?
A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or WDC. Users can be assigned any number of feature licenses.
What are the features and limitations of various Salesforce subscription licenses?
Multiple licenses can support single permission. Each salesforce user should have one user license to access the specific functionality....Salesforce. ... Salesforce Platform. ... Lightning Platform- Force.com-One App. ... Com-Free App. ... Knowledge only User. ... Content Only User. ... Guest User. ... Customer Portal Manager Standard.More items...
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 ...
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.
How many editions does an org have?
Each org has at least one edition, which provides all the functionality needed to activate the org. An edition includes at least one platform license, and can contain one or more user licenses (or no user licenses). An org may have more than one edition, but all editions must be for the same level.
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 an add-on in a org?
An add-on, as the name suggests, is an optional supplement. An add-on can include one or more platform licenses, user licenses, permission set licenses, or all three. An org can have any number of add-ons. For an example of how editions and add-ons work together, let’s look at Ursa Major Solar, a Southwest-based supplier ...
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.
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.
Meet the License Management App
You’ve created your amazing solution, and you’ve learned the basics about licensing. Maybe you’ve even decided what kind of license to use. It’s time to set things up so that you can sell your solution on AppExchange and track downloads.
Set Up and Configure the LMA for Your Solution
Now that you’ve installed the LMA in your business org, you can connect it to your solution. Before you do this:
Modify Your License
You’ve set up the LMA with your solution, and customers are installing it. Great! If your solution is a big enough hit, you have to make adjustments to your licenses when:
Get Fancy with Tracking Installations
Because the LMA is a managed package built on the Salesforce platform, it has all the power and flexibility that you expect. With a little elbow grease, you can customize it for your own needs. For instance, you can: