Slaesforce FAQ

how to manage salesforce licenses

by Ms. Catherine Leuschke Published 3 years ago Updated 2 years ago
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From 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.

Modify Your License
  1. From the App Launcher ( ) in your business org, select License Management App.
  2. In the LMA, navigate to Licenses.
  3. Select the record for the customer license you want to modify and click Modify License. ...
  4. Now modify the license record by changing the values in the appropriate fields.

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

What is the best LMS for Salesforce?

  • Moodle is an open-source LMS platform, and you don’t have to pay anything, which is the best thing about it.
  • Plugins are what makes this LMS platform so unique; Moodle is a modular LMS that utilizes plugins. ...
  • Moodle Mobile has a dedicated mobile app that is accessible for teachers and students. ...

More items...

What are the different types of Salesforce licenses?

  • User Licences.
  • Feature Licences.
  • Permission Set Licences.

How does Salesforce administer Salesforce?

What is Salesforce Administrator

  • Role of Salesforce Administrator in an organization.
  • Characteristics of a Salesforce Administrator
  • Description of Salesforce Administrator Profile
  • The market of Salesforce Administrator Professional
  • Future of Salesforce Administrator

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How do I view all Salesforce licenses?

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

What is Salesforce license management app?

The License Management App (LMA) is a managed package that you can customize and extend. In addition to using the LMA to manage leads and licenses, many partners also integrate it into their existing business processes.

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.

How many licenses are there in Salesforce?

Each user must have one license. The users are assigned for the data access through their user-profile and optionally using one or more permission sets. The feature license authorizes the users to access additional features available in the salesforce that are not included in their user license, e.g., Marketing or WDC.

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.

What is LMA access in Salesforce?

LMA access allows us to securely access your organization as a Salesforce Certified Partner. Verified First will not have access to perform any new installations, nor add any additional users to your Salesforce organization.

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).

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 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 do I assign a license to 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 does Salesforce license include?

Each license provides more storage for Enterprise, Unlimited, and Performance Edition users. Designed for users who only need access to the Salesforce Knowledge app. This license provides access to custom objects, custom tabs, and the following standard 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.

What is LMA in sales?

The License Management App (LMA) lets you manage leads and licenses for your AppExchangeofferings. By integrating the LMA into your sales and marketing processes, you can better engagewith prospects, retain existing customers, and grow your ISV business.

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.

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.

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