how to assign service cloud license salesforce to a agent

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.

Full Answer

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 are other companies using Salesforce service cloud to power their business?

And with the Salesforce mobile app, customer support managers can access the data and insight they need right from their mobile device to make informed, real-time adjustments. How are other companies using Service Cloud to power their business? Companies of all sizes and across all industries are using Service Cloud to transform customer service.

How do I purchase a Salesforce essentials license?

You can purchase licenses of Salesforce Essentials with a monthly or annual contract. To get started, sign up and purchase Salesforce Essentials directly from a free trial. All other subscriptions are generally paid annually in advance.

Can I use sales console with my Sales Cloud license?

Now that the console is also available to Sales Cloud licenses we see things like permission set licenses 'Sales Console User'. If you've got questions about your org's licenses and setting up console, it's probably best to reach out to your AE for assistance.

How do I assign a service 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 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 enable service Cloud in Salesforce?

To enable the service console:On the Salesforce Setup page, navigate to Administer > Manage Users > Users.Click the Edit link for the desired user.Select the Service Cloud User checkbox; then click Save. ... In the Search box, search for Apps and click on the Apps link.Select the Console option and then click Next.More items...•

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 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 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 setup a service Cloud?

Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.

What is the difference between sales Cloud and service Cloud?

Service Cloud is an add-on to Sales Cloud. Sales Cloud includes Cases and Email-to-case, whereas Service Cloud includes features like Entitlements and Milestones. It is mainly omnichannel. The console is an added feature in Service Cloud, setting it apart from Sales Cloud.

What is a key benefit for agents who use service Cloud?

Service Cloud Benefits for Agents Work with many records simultaneously across tabs and subtabs to reduce clicks, clutter, and too many open windows. Put productivity tools like macros, bookmarks, pinned tabs, keyboard shortcuts, and ready-to-use templates along with a 360-degree view of each customer.

How do I remove a user from a Salesforce license?

From Setup, in the Quick Find box, enter Users , and then select Users. Click the name of the user whose permission set license you want to remove. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.

What is self service community?

A self-service community is a customer portal that allows you to help customers help themselves. Delivering self-service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions anytime, on any device, from community content or peers.

Is Essentials on Salesforce?

Absolutely! Essentials is built on the Salesforce Platform so upgrading to another edition is simple. Just choose the edition you want, and you'll get all the great new features in minutes while your data stays safe and intact. If you have any questions, feel free to contact us.

Support and success plans

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

Service Cloud Pricing FAQ

Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss exactly what kind of products you’re looking to add and how we can help.