how to upgrade license in salesforce

Update Chatter Only, Chatter External or Chatter Free Users.

• Click Setup.
• Under 'Administer' click Manage Users | Users.
• Next to the User’s name, click Edit.
• From the 'User License' picklist, select Salesforce.
• Click Save.

Full Answer

What is the difference between Salesforce license and Salesforce platform license?

Salesforce license is a System admin license, whereas the Salesforce platform is a standard End user license (this includes Site manager and Site owner). You won't need to worry about Identity, Chatter External, or Chatter Free. Now assign the Profile type. For End users, Site managers or Site owners, choose Simpplr User.

How do I modify a customer license in Salesforce?

Select the record for the customer license you want to modify and click Modify License. Don’t click Edit—that’s different. If you don’t see Modify License for the record, add it to the page layout.

How do I assign a user to a Salesforce account?

Select the User License you want to assign your user. Salesforce license is a System admin license, whereas the Salesforce platform is a standard End user license (this includes Site manager and Site owner). You won't need to worry about Identity, Chatter External, or Chatter Free.

How do I access the Salesforce license management app?

From the App Launcher ( ), find the License Management App. If it’s not installed, log a support case on the Salesforce Partner Community to request access to the LMA. Make sure you have a signed partner agreement before you do this. Log in to the Salesforce Partner Community.

Can we update user license in Salesforce?

Update Chatter Only, Chatter External or Chatter Free Users Under 'Administer' click Manage Users | Users. Next to the User's name, click Edit. From the 'User License' picklist, select Salesforce. Click Save.

How do I add a new 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.

How do I activate my license in Salesforce?

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.

How do I free up my Salesforce license?

To free up the managed package license, unassign the license from that user:Navigate to Setup.Type Package into the Quick Find box, and click Installed Packages.Click Manage Licenses next to the impacted package.Click Remove next to the inactive user, or Remove Multiple Users to remove from more than one user at once.

How do I manage a 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.

How many types of Salesforce licenses are there?

Salesforce provides licenses in six different types of licenses. Listed below: Customer Community: It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge.

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 do I check my 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.

What is Salesforce license 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.

What happens to Salesforce license when user is deactivated?

Deactivating the user doesn't affect the records they owned until ownership is transferred to others. All the user's overrides remain, but they're frozen. In Chatter, the user's profile remains, but it shows they're inactive.

How do I change permissions on a Salesforce license?

To assign a permission set license to one user:From Setup, enter Users in the Quick Find box, then select Users.Click the name of the user to whom you want to assign the permission set license.In the Permission Set License Assignments related list, click Edit Assignments.Select the permission set license to assign.

Do inactive users use a license in Salesforce?

A deactivated user doesn't count against your organization's available user licenses. However, deactivating a user doesn't reduce the number of licenses for which your organization is billed. To change your billing, you must change your organization's license count.

About Edition Upgrades and Add-ons

When you first sign up for Salesforce, you choose the edition that best fits your business needs at the time. As the business grows, you may need to take advantage of more advanced Salesforce functionality.

Upgrades and Add-ons: Admins Take Action

When you purchase an edition upgrade or an add-on, your org gets one or more new platform, user, or permission set licenses, or possibly some combination of each. And, as with a new org, as an admin you take actions with an upgrade or add-on to make sure that the right users get access to the new features.

Pushing License Changes to Sandbox Orgs

Most Salesforce editions include the ability to create one or more sandboxes, replicas of the production org that serve as staging environments where you can test changes without affecting the production org or users. When you update licenses through an upgrade or add-on, you will usually want your production and sandbox orgs to be in sync.

Quiz

1 If a customer purchases an add-on that includes a new user license, how does an existing user get access to the new license?