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
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 are the different types of Salesforce user 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.
Which type of license defines user level functionality Salesforce?
The user license determines the functionality that the user can access. Permission set licenses define user-level features, but while a user can have only one user license, the user can be assigned multiple permission set licenses.
How do I create a new user in Salesforce?
To create new user or multiple users login to Salesforce.com and navigate to Setup | Administer | Manage Users | Users.Click on Users button as shown above.Click on New User or Add multiple users. ... When creating a new user in Salesforce it is important to assign Roles, User license and Profile to the new user.
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.
How do I change user type in Salesforce?
Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license. This is assuming you are meaning License Type and not profile.
How many user licenses are there in Salesforce?
Ten free Identity user licenses are included with each new Developer Edition org. Grants access to Salesforce Customer Identity, which enables customers and partners to self-register, log in, update their profile, and securely access web and mobile apps with a single identity.
What is user license identity in Salesforce?
Salesforce Customer Identity is available when you purchase the External Identity license. This license applies to Experience Cloud users who don't already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.
How many Salesforce licenses do I need?
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.
Can we create user without profile in Salesforce?
A profile field on the user object is a mandatory field, so you can NOT create any user without assigned profile.
How do I add a new user?
Add or update usersOpen your device's Settings app.Tap System. Multiple users. If you can't find this setting, try searching your Settings app for users .Tap Add user. OK. If you don't find "Add user," tap Add user or profile User. OK. If you don't find either option, your device can't add users.
What is user creation in Salesforce?
Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
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.
Identity Only License
Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.
External Identity License
Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.
Identity Verification Credits Add-On License
Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.
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…