Required Editions and User Permissions.
- Verify how many Lightning Console permission set licenses your Salesforce org has.
- Create the permission set.
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Click New.
- Enter your permission set information. Enter Lightning Console for the name.
- From the License dropdown menu, select Lightning Console.
- Click Save.
- Click System Permissions to open the list of user permissions enabled by the Lightning Console permission set. Then click Edit.
- Enable Lightning Console User.
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Click New.
- Enter your permission set information. ...
- From the License dropdown menu, select Lightning Console.
- Click Save.
How to assign Salesforce Lightning Experience user permission?
Enable Lightning Experience User checkbox only if you want to give ability to switch back to classic, if not enable Hide Option to Switch to Salesforce Classic too. Once you have both the Permission set, You can do a dataload using dataloader to assign permission set to Users.
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 do I add a service cloud user in Salesforce Lightning?
For pricing details, contact your Salesforce account executive. Lightning console apps are available in the Essentials edition in Lightning Experience only. From Setup, enter Users in the Quick Find box, then select Users. Click Edit next to a user's name. Select Service Cloud User.
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 license to a user in Salesforce?
Assign Licenses to UsersFrom 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 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 add a user to Salesforce lightning?
Click the setup gear icon and click the Setup option to enter a Lightning platform setup page. In the Quick Find search bar you can enter “User” and then click the User form at the bottom of the suggestion menu. Some user lists are shown on the users page. Click the New user button to create a new user.
How do I add a license to a permission set?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Click New. Enter your permission set information. For License, select the license to associate with this permission set.
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...
How do I assign a sales cloud license in Salesforce?
The Service Cloud User feature license entitles users to additional Salesforce features, such as the Service Console....To assign the license to a user:From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Select Service Cloud User .Click Save.
How do I activate my Salesforce license?
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.
What is user license in Salesforce?
A user license determines the baseline of features that the user can access. 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.
Where can I find Salesforce licenses?
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 assign permissions and licenses to a user?
Assign a Feature Permission Set License and Permission Set From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Click New and enter your permission set information. For License, select the license to associate with this permission set.
What is license in permission set?
Permission set licenses extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than their user license supports. Permission sets contain settings that grant users permissions. Permission sets extend users' functional access without changing their profiles.
How do I assign a CPQ license in Salesforce?
Follow these steps to use the PSL auto assignment tool:Setup.Installed Packages.Configure > Salesforce CPQ.Additional Settings tab.Check Upgrade Readiness Tool."Users Who Need a Permission Set License" links to CSV file.Acknowledge "I have downloaded and reviewed the permission set license assignments"Assign Licenses.
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 does "not selecting a specific license" mean?
Not selecting a specific license allows you to assign the permission set to any user whose license allows the permissions you enable in the permission set. For example, to assign the permission set to users with the Salesforce license and to users with the Salesforce Platform license, select None. Click on System Permission.
Can you enable permissions in Salesforce?
the Salesforce license, select Salesforce. You can enable permissions only allowed in the Salesforce license. the Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license. different licenses, select None.
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…