how to assign a new 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.

Full Answer

How do I assign a user to a Salesforce account?

Select the User License you want to assign your user. Salesforce license is a System admin license, whereas the Salesforce platform is a standard End user license (this includes Site manager and Site owner). You won't need to worry about Identity, Chatter External, or Chatter Free.

How do I modify a customer license in Salesforce?

Select the record for the customer license you want to modify and click Modify License. Don’t click Edit—that’s different. If you don’t see Modify License for the record, add it to the page layout.

What is the difference between Salesforce license and Salesforce platform license?

Salesforce license is a System admin license, whereas the Salesforce platform is a standard End user license (this includes Site manager and Site owner). You won't need to worry about Identity, Chatter External, or Chatter Free. Now assign the Profile type. For End users, Site managers or Site owners, choose Simpplr User.

How do I access the Salesforce license management app?

From the App Launcher ( ), find the License Management App. If it’s not installed, log a support case on the Salesforce Partner Community to request access to the LMA. Make sure you have a signed partner agreement before you do this. Log in to the Salesforce Partner Community.

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.

How do I assign a license to multiple users in Salesforce?

To assign a permission set license to multiple users:From Setup, in the Quick Find box, enter Company Information , and then select Company Information. ... Click the name of the permission set license that you want to assign users to.On the permission set license's detail page, click Assign Users.More items...

Can we update user license in Salesforce?

You can upgrade most customer user licenses to either the Customer Community Plus or the Partner Community license. From Setup, enter Users in the Quick Find box, then select Users. Click Edit next to the user you want to upgrade. Select the new license, profile, and role for the user.

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 assign a user to an apex license?

User License actually depends on the Profile, the relation is User-->Profile-->License. If you change the Profile, the license will change too. You can also use anonymous apex execution combined with soql, depending on your level of experience and skill you can change 1000 user's profiles in a matter of seconds.

Can you share Salesforce licenses?

Salesforce Usage Limits - Salesforce policy prohibits the use of login sharing, sharing of user credentials, shared logins or passwords. User logins must not be shared across multiple users. Please assign one user account for each individual user license login. Login credentials may not be shared.

What are the different types of 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 clone permissions with a different license?

Copy and paste the file in the same folder, change the name to the desired name of the cloned permission set. Change the label of the new permission set in the meta XML file. Change the License Name of the new permission set in the meta XML file. Now, deploy the new permission set.

How do I change admin rights 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...

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 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 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.

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.

What is LMA in sales?

The License Management App (LMA) lets you manage leads and licenses for your AppExchangeofferings. By integrating the LMA into your sales and marketing processes, you can better engagewith prospects, retain existing customers, and grow your ISV business.

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.