Slaesforce FAQ

how to change profile license in salesforce

by Ms. Eden Kutch I Published 3 years ago Updated 2 years ago
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Update Chatter Only, Chatter External or Chatter Free Users.

  • Click Setup.
  • Under 'Administer' click Manage Users | Users.
  • Next to the User’s name, click Edit.
  • From the 'User License' picklist, select Salesforce.
  • Click Save.

Full Answer

Why can't Salesforce license type change from platform to identity?

Salesforce won't change it's license type from "Salesforce Platform" to Identity. We got the following error : "User's Profile can't be set to 'Identity User' because it's derived from a license that doesn't require the following permission (s): ChatterInternalUser. Select a different profile.". This is a pretty classic business need.

What can you do with a user license in Salesforce?

View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page

How do I get Started with Salesforce?

Search all of Salesforce Help Set Up and Maintain Your Salesforce Organization Try Out Salesforce Start a New Trial Delete Trial Data Plan Your Salesforce Rollout Get Personalized Guidance While Setting Up and Enhancing Salesforce

How to setup the user interface in Salesforce classic?

Set Up the User Interface in Salesforce Classic Find Items in Setup with Advanced Setup Search (Beta) Setup Search Results Page (Beta) Set Up the Lightning Experience Home Page Set a New Default Home Page Assign Custom Home Pages to Specific Apps and Profiles

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How do I change the license of a custom profile in Salesforce?

In Salesforce, navigate to Setup > Manage Users > Users. 2. Click edit on the user's record (or create a new user). Select the Salesforce Platform as the User license and click Save.

Can you change user license in Salesforce?

Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license.

How do I change my profile in Salesforce?

Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.

How do I assign user license 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.

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 increase my Salesforce license?

To request an increase in a Partner OrganizationHave a System Administrator log a Case with Salesforce Partner Support.Please include all important details including the organization ID and a business case for the request.Partner Support will review the Case and action it as needed.

Why can't I edit profiles in Salesforce?

Go to customize --> User interface --> Uncheck the check box "Enable Enhanced Profile User Interface" --> Save to change the view to get edit link next to your profile names. Thanks!

How do I assign a profile?

0:080:53How to Assign a Profile in Salesforce Lightning #DF17 - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on setup find profiles in setup select profiles click the name of a profile click Edit to seeMoreClick on setup find profiles in setup select profiles click the name of a profile click Edit to see its settings. Set the most restrictive settings and permissions you want for this user.

Can a User have multiple profiles in Salesforce?

As far as the first part of the question is concerned, Yes. One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile.

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 do I remove a user license in Salesforce?

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.

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...

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