Create a Custom Report Type to Show Salesforce User License Information.
- Click the gear icon, and click Setup.
- Enter Report Types in the Quick Find box, and select Report Types.
- Click New Custom Report Type.
- In the Primary Object field, select Users.
- Enter a Name, Label, Description, and Category for your new report type.
- Select a deployment status.
- Click Next, then Save.
- Click Edit Layout.
- Under the 'View' dropdown box, click the Add fields related via lookup link.
- Click Profile.
Full Answer
How to create feature licence in Salesforce?
Feature Licences available in salesforce. How to create Profiles in salesforce? To Create Profile login to salesforce.com =>Setup=>Administer=>Manage Users=>Profiles. Step 1 :- Go to Setup. Step 2:- Go to Administer => Manage users=> Profiles. Step 3:- Now we are taken to new window select New profile which is shown below.
What are the different types of Salesforce licenses?
There are lots of different Salesforce licenses for the core Salesforce platform. In this article we’re going to explore two of the newer kinds that have been launched: Platform Starter and Platform Plus (until very recently known as Lightning Platform and Lightning Platform Plus licenses).
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 create a custom report type with Salesforce license information?
Learn how to create a custom report type that includes Salesforce License information, and create a report to display it. Note: This report type will not support the licenses assigned to users for managed packages. Only Salesforce licenses will show up in the report. Enter Report Types in the Quick Find box, and select Report Types
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How do I create a user license 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.
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 Salesforce licenses work?
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 many users can use Salesforce license?
While you can't license Salesforce based on concurrent users (ie. We never have more than 3 people in the system at the same time, so we only need 3 user licenses) — you're absolutely allowed to deactivate users and thus “free up” their license to be applied to another employee!
How many licenses does Salesforce have?
Required EditionsLicense TypeAvailable inSalesforceAll editionsKnowledge Only UserEnterprise, Unlimited, and Performance EditionsIdentity OnlyEnterprise, Unlimited, Performance, and Developer Editions Ten free Identity user licenses are included with each new Developer Edition org.2 more rows
What is difference between Salesforce license and platform license?
Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. CRM apps are anything that requires access to Standard Objects like... Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality.
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.
What is user type in Salesforce?
As per the Developer Guide for User Object, each UserType is associated with one or more UserLicense records. Each UserLicense is associated with one or more profiles. But when trying to insert a user using UserType, it results as NULL.
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.
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…