Slaesforce FAQ

how to determine who is using a license in salesforce

by America Wyman Published 2 years ago Updated 2 years ago
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Finding Salesforce user license information in setup Salesforce provides an easy to view table to check your current license usage. Here’s how to access it. 1. Navigate to Setup -> enter Company Information in quick find search 2. Scroll down until you see a table named User Licenses.

View Your Organization's Feature Licenses
  1. From Setup, enter Company Information in the Quick Find box, then select Company Information.
  2. See the Feature Licenses related list.

Full Answer

How to check the Salesforce Licence Type?

Go to the following path to check the Salesforce licence types. Your Name --> Set up ---> Administration Set up ---> Company Profile ---> Click on "Company Information" ---> Go to the "

How do I determine which Salesforce edition I am using?

To determine which Edition you are using, check the title bar of your browser. Go to the following path to check the Salesforce licence types. Your Name --> Set up ---> Administration Set up ---> Company Profile ---> Click on "Company Information" ---> Go to the "

What is a content only user Salesforce license?

Content Only User Content Only User Salesforce licenses are for users who only need access to Salesforce CRM Content and allows them to access the following tabs: Workspaces, Content, Subscriptions, Ideas and Home. Ideas and Answers Internal User

What is Salesforce platform light license?

Salesforce Platform Light Salesforce Platform Lightlicense is for users who need to access custom or AppExchange apps but not standard CRM functionality. It essentially provides the same access rights as the Salesforce Platform license however the amount of times the user can log in is limited monthly.

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How do you check which users are using Salesforce license?

To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.

How do I manage a user's license in Salesforce?

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 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 do I know how many users I have in Salesforce org?

From Setup, enter Users in the Quick Find box, then select Users....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...

What license does your organization use in Salesforce?

The Salesforce license type is the Standard user license designed for the users who need complete access to the standard CRM and Salesforce AppExchange applications. The users with this license can access any standard or custom application. This is one of the most commonly purchased licenses.

How does Salesforce licensing work?

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.

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 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 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 find my Salesforce license limit?

From where I can find the limit of users and license limits of my organisation? Go To > Setup > Administration Setup > Company Profile > Company Information.

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.

Where are users in Salesforce?

In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal. To enable specific Salesforce functionality for your users, you must choose one user license for each user.

What is Salesforce platform license?

Salesforce platform license is for users who need to access custom or AppExchange apps but not standard CRM functionality. These users have access to core platform functionality such as accounts, contacts, custom tabs, reports, dashboards and documents but are restricted in other ways.

What is a knowledge only user in Salesforce?

Knowledge Only User. Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs.

How to receive Salesforce lead and license records?

To receive lead and license records for an offering, you associate a package with the Salesforce org in which the License ManagementApp (LMA) is installed. Before you associate a package with the LMA, upload the package to the AppExchange. You can only managelicenses for managed packages.

Where is the License Management App installed?

By default, the License Management App (LMA) is installed in your Partner Business Org (PBO).Salesforce strongly recommends managing licenses from your PBO. However, if your companychooses to use another org for ISV business processes, you can install the LMA in that org.

How long does it take for a license to appear in LMA?

If you resolve the issue with one of these recommendations, the licenses usually appear in the LMA after a few days.

What is refresh license?

Refresh licenses to sync license records for a package across all customer installations. Considerrefreshing licenses if discrepancies appear between the number of licenses in a customer’s org andthe License Management App (LMA) or if you installed the LMA in a new org.

How to change a customer's access to your offering?

You can change a customer’s access to your offering by modifying a license record. For example,increase or decrease the number of seats included with a license or change the expiration date.

Does LMA apply lead duplicate rules?

these checks, the LMA applies standard lead duplicate rules and matching rules . If you prefer to have the LMA associate every licensewith a lead, regardless of whether there’s an existing contact match, customize the standard duplicate rule for leads, and removethe matching rule for contacts.

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