Slaesforce FAQ

how to check salesforce cpq licenses

by John Russel Published 3 years ago Updated 2 years ago
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1. Go to Setup | Installed Packages 2. Scroll to the Salesforce CPQ Link 3. Next to the link, there is a link titled "Manage Licenses" 4. Click on that link and you should see what you're looking for

  1. Go to Setup | Installed Packages.
  2. Scroll to the Salesforce CPQ Link.
  3. Next to the link, there is a link titled "Manage Licenses"
  4. Click on that link and you should see what you're looking for.
May 17, 2019

Full Answer

How much does Salesforce cost per license?

Salesforce Cost for Platform

  • All Employee App Starter features included
  • Custom app development – 110 objects per user
  • App development with Lightning
  • Customizable Reports and Dashboards
  • Assets and work orders
  • Employee Cases
  • Native Collaboration
  • Salesforce Identity
  • Integration via real-time APIs

How to reduce Salesforce licensing cost?

Salesforce provides you the framework to extend your organization to external communities like customers and partners. This is made possible through Salesforce Community Clouds using the Community Licensing model. With Community License a user can access most of the standard Salesforce objects and many custom objects.

How much does sales force cost?

Small Business Solutions

  • Essentials: $25/user/month. All-in-one sales and support app
  • Sales/Service Professional: $75/user/month. Complete sales/service solution for any size team
  • Pardot Growth: $1,250/org/month. Suite of marketing automation tools for any size team

Which Salesforce CPQ is right for You?

Salesforce CPQ is (obviously) completely native to Salesforce and offers excellent speed and fantastic flexibility. It can handle large deals with ease and offers the ability to add on to existing contracts, upsell for the following year, offer multiple discount thresholds, and a lot more.

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How do I assign a CPQ license 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.

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 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.

What is the difference between Salesforce and Salesforce CPQ?

At a high level, Salesforce standard Products and Pricebooks come natively with Salesforce and require no extra purchase. Salesforce CPQ (previously Steelbrick), on the other hand, is a purchasable add-on, that is installed as a package to be used either with Sales or Service Cloud.

What are Salesforce licenses?

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.

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 change my Salesforce license?

Navigate to Setup | Users | Users.Next to the User's name, click Edit.From the 'User License' picklist, select Salesforce.Click Save.

Can you mix Salesforce licenses?

You can also mix and match licenses, for example having 20 Platform Starter licenses and 15 Sales Cloud licenses. However, as a reminder, they all must be on the same Salesforce edition (e.g., you can't have some on Enterprise edition and some on Unlimited edition).

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.

Is CPQ a managed package?

Salesforce CPQ and Salesforce Billing are managed packages that can be installed into the Salesforce platform using installation links.

How do I enable CPQ in Salesforce?

Configure Salesforce CPQ Package SettingsFrom Setup, enter Installed Packages , and then select Installed Packages.Find the Salesforce CPQ package and click Configure.Navigate between the setting area tabs to change your settings.Click Save when you're done.

Is CPQ part of Salesforce sales Cloud?

Salesforce CPQ gives your sales team easy to use software, available on any device due to it's cloud based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions.

What is a feature license?

A feature license entitles a user to access an additional feature that is not part of user license, such as Marketing or Service Cloud User. Users can be assigned any number of feature licenses.

What is permission set license?

Permission set license is used to assign permissions to use various tools and functions which are not included in User License. We can use permission set licenses to grant access, but not to deny access.

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.

Included Support

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

Additional Support

Our Premier and Signature Success plans offer increased support for additional fees, with features like 24/7 support and expert coaching sessions.

CPQ for Partner Communities

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

CPQ for Customer Communities

Build branded help centers, communities, and portals connected to your business data.

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