how to assign salesforce cpq license

Login to the Salesforce → Go to “ Setup ” → In the Quick Find Search For “ Installed Packages ” → Click on “ Manage Licenses ” → Click on “ Add Users ” → Select the required Users From “ Available Users ” Section → Add. Salesforce CPQ Package Installed

Full Answer

How to view license assignments in Salesforce CPQ?

With MPLs, admins were able to view license assignments in a summary view and report on them; however, PSLs assignments are not available for reports. If an admin wishes to see a list of PSL assignments for Salesforce CPQ or Advanced Approvals, they can do so by executing SOQL queries in the Developer Console Query Editor.

How do I translate a CPQ in Salesforce?

Translating Salesforce CPQ Records You can specify which parts of key CPQ objects are translated. When you translate a record, you define the text fields’ translated values only for that record. That way you can have different translations for unique records across the same object.

How to use custom label in Salesforce CPQ Visualforce pages?

Salesforce CPQ stores most of its labels and messages as custom label records. Override a custom label’s default text with new text of your choosing. You can add an extra search parameter to lookup field searches in Salesforce CPQ Visualforce pages.

What is the difference between Salesforce CPQ and Salesforce shield?

Salesforce CPQ package settings control the properties of feature areas within Salesforce CPQ. Salesforce Shield is a set of security tools that helps you comply with regulations on storing sensitive information.

How do I assign a license to 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 find my CPQ license Salesforce?

Go to Setup | Installed Packages.Scroll to the Salesforce CPQ Link.Next to the link, there is a link titled "Manage Licenses"Click on that link and you should see what you're looking for.

How do I add a license to an existing permission set in Salesforce?

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 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.

What is Salesforce CPQ license?

CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.

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 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.

How do you change the license type on a permission set?

Is there a way to change the User license type?...2 AnswersIn the permission set folder, you will get the meta XML file for the permission set.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.More items...•

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 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.

How do I assign a user to a managed package?

Your users can use the package as long as they have the appropriate permissions.From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages to find the installed package that has available licenses.Click the Manage Licenses link next to the package name.Click Add Users.More items...

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.

Context and Timeline

Permission Set Licenses (PSLs) for Salesforce CPQ were provisioned to existing CPQ Production Orgs in early February, 2020. Customers who purchase Salesforce CPQ after the Spring '20 Production release will have PSLs provisioned to their Production Orgs on an ongoing basis.

Applications included in Permission Set License Readiness

This Check Upgrade Readiness tool supports only Salesforce CPQ and Advanced Approvals. Salesforce Billing currently uses site licenses, and is therefore not impacted by the change to PSLs.

Custom Permission Sets included in Check Upgrade Readiness

Custom permission sets may contain access to CPQ objects which will be flagged by the Readiness Tool as requiring a related license. Users whose assigned custom permission sets contain this access need to have a CPQ license.

Developer Orgs and PSL Assignment

Developer Edition (DE) Orgs are not associated with Production Orgs, therefore Salesforce will update the underlying definition of the DE Orgs before the Summer '20 release to include the necessary Permission Set Licenses for CPQ and Advanced Approvals (exact quantities to be determined). All new DE Orgs created after Winter '21 will have the necessary licenses required for installation of CPQ or Advanced Approvals versions 228 and beyond..

Profile

When utilizing the Enhanced Profile User Interface, profile edits are limited to a single object at a time to decrease page load times. To simplify the permission removal process, administrators can disable this feature to allow edits to multiple object permissions at one time. Here is the path to disable this feature:

Implementation and integration are simple

When you have the right partner, implementation and integration are simply checkboxes on your list. Our strategic partners are chosen for their experience with thousands of companies across a broad range of business sizes and industries, so whatever your business, they have the expertise to get you up to speed.

Get Certified in CPQ

You can master quote-to-cash with one of our training courses. If you have Salesforce Admin skills, then you already have many of the skills you'll need to deploy and manage Salesforce CPQ. We offer instructor-led classroom training, self-led training you can complete on your own, and instructor-led training onsite at customer locations.

Support and Success Plans

Every license includes two-day response time, our customer support community, interactive webinars, events, guided journeys, and more.

Extend CPQ

Accelerate your channel sales and make it easy for partners to sell your products and services.

What is Salesforce CPQ?

To ensure a smooth deployment of Salesforce CPQ, IT and SMEs should oversee the customization of the rules and options for configuring. Once deployed, CPQ should be implemented with plenty of training and support for the sales staff, who will learn to use CPQ for upselling and cross-selling. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals.

How does CPQ help sales?

CPQ reduces wasted time. In order for sales organizations to be profitable, they need to work smarter and more efficiently. A way to do so would be to take a look at lean manufacturing principles, such as eliminating waste in the production process and applying it to sales tactics.

Is waiting time a barrier to lean sales?

As Pryor maintains, unnecessary waiting time is a barrier to the lean sales process. process. If your sales force has to manually research and write each quote, they are spending their time needlessly. Don’t risk a deal becoming weaker because your sales reps can’t configure the right prices for the customers’ needs.