Slaesforce FAQ

how to add new license to salesforce

by Jensen Gottlieb Published 2 years ago Updated 2 years ago
image

How do I enable licenses in Salesforce?

  • In 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.

Purchase new products and licenses for your Salesforce org using the Your Account app.
...
To assign licenses to users:
  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Click Edit on the user's record or click New User.
  3. Select the license from the User License list.

Full Answer

How do I implement Salesforce?

  • It allows editing templates and controlling any changes made within a document.
  • You can send signature requests to multiple individuals, adding their roles and request expiration dates.
  • There are numerous features for adding initials. You can draw, type or capture them with a camera.

What are the different types of Salesforce licenses?

  • User Licences.
  • Feature Licences.
  • Permission Set Licences.

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How much does a Salesforce license cost?

The average cost of Salesforce varies depending on your needs. The price ranges from $25 per user per month to over $300 per user per month, so you could spend anywhere between there. What is the cheapest Salesforce license?

image

How do I reassign a license in Salesforce?

Required Editions and User Permissions 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.

Can a user have more than one license in Salesforce?

No , In developer org (free org) you can add only two Salesforce license users but if you purchase the Salesforce paid edition then you can add any number of users in your org but you have to pay per user license in Salesforce.

How do I enable a 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 do I increase user license in Salesforce?

If you've reviewed all relevant documentation and would like to purchase additional licenses, these licenses can be purchased on Your Account or by contacting your Account Executive to request an increase.

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.

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 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.

What is difference between Salesforce license and platform license?

Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. CRM apps are anything that requires access to Standard Objects like... Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality.

What are the different Salesforce licenses?

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.

How do I purchase a 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!

What is Salesforce CRM user license?

Users with a Salesforce Platform user license can access all the custom apps in your organization. Each license provides more storage for Enterprise, Unlimited, and Performance Edition users. Note To view articles, a user must have the AllowViewKnowledge permission on their profile.

What is identity license in Salesforce?

The Identity license grants users access to Identity features. Salesforce Identity connects Salesforce users with external applications and services, while giving admins control over authentication and authorization for these users.

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:

How to receive Salesforce lead and license records?

To receive lead and license records for an offering, you associate a package with the Salesforce org in which the License ManagementApp (LMA) is installed. Before you associate a package with the LMA, upload the package to the AppExchange. You can only managelicenses for managed packages.

Where is the License Management App installed?

By default, the License Management App (LMA) is installed in your Partner Business Org (PBO).Salesforce strongly recommends managing licenses from your PBO. However, if your companychooses to use another org for ISV business processes, you can install the LMA in that org.

How long does it take for a license to appear in LMA?

If you resolve the issue with one of these recommendations, the licenses usually appear in the LMA after a few days.

What is refresh license?

Refresh licenses to sync license records for a package across all customer installations. Considerrefreshing licenses if discrepancies appear between the number of licenses in a customer’s org andthe License Management App (LMA) or if you installed the LMA in a new org.

How to change a customer's access to your offering?

You can change a customer’s access to your offering by modifying a license record. For example,increase or decrease the number of seats included with a license or change the expiration date.

Does LMA apply lead duplicate rules?

these checks, the LMA applies standard lead duplicate rules and matching rules . If you prefer to have the LMA associate every licensewith a lead, regardless of whether there’s an existing contact match, customize the standard duplicate rule for leads, and removethe matching rule for contacts.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9