To assign the license to a user:
- From Setup, enter Usersin the Quick Findbox, then select Users.
- Click Editnext to a user's name.
- Select Service Cloud User.
- Click Save.
- From Setup, in the Quick Find box, enter Permission , and then select Permission Sets.
- Select one of the two permission set labels. ...
- Click Manage Assignments.
- On the Assigned Users page, click Add Assignments.
- Select the users you want to assign licenses to, and click Assign.
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 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 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.
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 assign permissions to a license to user in Salesforce?
To assign a permission set license to one user:From Setup, enter Users in the Quick Find box, then select Users.Click the name of the user to whom you want to assign the permission set license.In the Permission Set License Assignments related list, click Edit Assignments.Select the permission set license to assign.
How do I manage a license in Salesforce?
From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Click Manage Licenses next to the package. Note To assign licenses for a package, you must have access to the package and at least one available license. To assign licenses to more users, click Add Users.
How do I assign a license to multiple users in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users. Click Add Multiple Users. If multiple user license types are available in your organization, select the user license to associate with the users you plan to create. The user license determines the available profiles.
How do I assign a license to a mailbox in Salesforce?
Assign Salesforce Inbox license to a UserClick the User you want.On the User detail page, under Permission Set License Assignments, click Edit Assignments.Here move the Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture into the Enable Permission Sets window and save.More items...
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?
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 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 is permission set license in Salesforce?
A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions. Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.
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.
How do you see who has licenses in Salesforce?
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 find my salesforce inbox license?
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.
How do I enable Inbox for users in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
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 ...
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.
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 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.
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.
