Full Answer
How long does it take to terminate a Salesforce contract?
Salesforce can terminate your contract (and delete your data) with only a few days’ notice Suppose you’ve been in negotiations with Salesforce for weeks or months, trying to sort out a disagreement over contract terms.
What happens once you've signed a Salesforce contract?
But once you've signed, you're at the mercy of Salesforce's legal team. “Salesforce wasn’t nearly as expensive when we first signed as they ended up being during the last few agreements we had with them,” says a former Salesforce user who spoke to Nutshell on condition of anonymity.
How often does Salesforce release new features?
Let’s break down the Salesforce Release process and answer commonly asked questions about releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer!
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 long does it take to get a Salesforce license?
Your licenses are typically available within 45 minutes of purchase.
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 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 many types of Salesforce licenses are there?
Salesforce provides licenses in six different types of licenses.
How much is a standard Salesforce license?
Salesforce CRM PricingEssentialsProfessionalStarting Price (per user per month, billed annually)$25$75Max Users10UnlimitedLead Management✔✔Opportunity Management✔✔9 more rows•Feb 2, 2022
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 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 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.
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).
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...
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.
Factors influencing Salesforce Implementation Timeline
Just as I mentioned before, several factors influence the Salesforce implementation timeline. These factors often are dictated by the requirements you create for your setup. Now let’s jump into more details on those factors.
Salesforce product
Did you know that different products require different times to implement? Salesforce implementation timeline very much depends on the type of your implementation. For example, if you are looking to implement Sales Cloud, you should expect user onboarding. As a result, you will have to think about how to support them and provide training.
Complexity of your MVP
Oh, did I mention the fact, that salesforce implementation is actually a never-ending process? No worries, it doesn’t mean you will have a forever complex process of implementation. It just means, that there is a day X where you launch your Salesforce and onboard users.
Company past experience
Depending on your company’s past experience Salesforce’s implementation timeline could differ. If your company has advanced software in place, then you already know what it takes to implement it. As a result – I have good news for you. You will adopt Salesforce faster.
Consultant expertise
There are great consultants and there are not-so-great consultants. Even top-tier Salesforce partners make mistakes. Every place where humanity is in charge, there is a place for a mistake. Your Salesforce implementation timeline is also very much dependent on your consultant. If you hire someone from the industry.
Typical Salesforce Implementation Timeline Infographics
To make things easier I have created a typical Salesforce implementation timeline infographics.
How to contact Salesforce?
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss exactly what kind of products you’re looking to add and how we can help.
Is Salesforce a prerequisite for order management?
There are no product prerequisites for purchasing Salesforce Order Management. However, one of Order Management’s strengths is its prebuilt integration with Commerce Cloud. You can start ingesting and processing orders with just admin credentials to connect the clouds.
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.
Is Salesforce willing to discuss terms of contract?
In essence: negotiate, negotiate, negotiate. The good news here is that Salesforce is willing to discuss some terms of the contract, upfront at least. But once you’ve signed, you’re at the mercy of Salesforce’s legal team.
Does Salesforce have a warranty?
There are no warranties —express, impli ed, or otherwise.
Can you change seat count in Salesforce?
Salesforce won’t let you change your seat-count during a term. Salesforce has a complex pricing system that changes based on the functions made available and the number of users accessing the software, which gives their sales reps plenty of leverage to upsell you.
Does Salesforce have a solution?
Salesforce seems to have a solution to almost every business need, from sales and marketing to finance. Such a huge line of products is a lot for any sales representative to know inside and out, though you certainly hope they do. Being sold the right solution at the right size for your business is the very least of what a customer should expect from a company.
Does Salesforce include developers?
Your subscription price doesn’t include the cost for developers. It’s common to customize a Salesforce product into the exact solution your business needs to execute certain tasks. Salesforce typically farms out this customization process to third-party developers, which can quickly overtake your budget.
Can Salesforce integrations be cancelled?
Your integrations could be canceled at any time. For some teams, software integrations are invaluable. It may even be the case that a business chooses Salesforce over a competitor because of how Salesforce integrates with certain third-party tools that are essential to the operation of their business.
Is Salesforce a bad CRM?
It always pays to read the fine print—especially when it comes to Salesforce contracts. While Salesforce remains the most well-known name in CRM software, their billing practices, one-sided contracts, and minimal user support can make them a bad fit for small businesses. Many Salesforce customers have encountered substantial financial hardships ...
How long before a release is available in your org?
About 1 month before the release goes live in your org, you can sign up for a pre-release org. Around 3 weeks away, you’ll see the Sandbox preview and be able to earn the release badge on Trailhead. Around 2 weeks out is when you can watch our panel of #AwesomeAdmin experts and product managers on Release Readiness Live.
What is beta in Salesforce?
BETA – This phase involves rolling a feature out publicly for testing. BETA features are normally given limited Support as they are not yet fully functional or finished features. Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases, it will be formally included in a Salesforce Release.
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 Light...
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…