Do salesforce platform licenses have access to dashboards

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Currently, users with the Salesforce Platform user license can only view dashboards in which the running user also has the Salesforce Platform user license.

What can I do with a Salesforce platform license?

Users with a Salesforce Platform user license are entitled to use custom apps developed in your organization or installed from Force.com AppExchange. In addition, they are entitled to use core platform functionality such as accounts, contacts, reports, dashboards, documents, and custom tabs.

How do I enable demo licenses in Salesforce?

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.

What is a feature license in Salesforce?

A feature license entitles a user to an additional Salesforce feature, such as Marketing or Connect Offline. In Professional, Enterprise, and Unlimited Editions, you can enable additional features: Salesforce CRM Content User (only appears if you purchased Salesforce Mobile feature licenses)

How to change the license of a user in Salesforce?

To change between a Platform and “normal” (e.g. Sales or Service license) Salesforce license: on the User editing screen, you simply change the “User License” and pick the correct Profile (basically it’s a dependent picklist). Keep your profiles very “bare bones” if you can, with only a few (or zero) objects.

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What objects do Salesforce platform licenses have access to?

This license provides access to custom objects, custom tabs, and the following standard tabs.Articles.Article Management.Chatter.Files.Home.Profile.Reports.Custom objects.More items…


What’s the difference between a Salesforce license and a Salesforce 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.


Who can view dashboards Salesforce?

With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.


Do Salesforce platform licenses have access to cases?

As per article below, Users with Platform License should have access to Cases. However, they will not have access unless a permission set is created.


Does Salesforce Platform license limitations?

The limitation is covered in such a way that there is no permission to access the standard functionality is under the Customer Relationship Management System but they are responsible for allowing access to the platform functionality such as custom tabs, reports, documents, and contacts.


What is a Salesforce Platform?

Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and resolve defects in cloud applications before deployment.


How do I restrict access to dashboard in Salesforce?

Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read “Run Reports” “Run Reports” Write New All of the following: “Run Reports” “Manage Dashboards” “View All Data”


How do I give access to my Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. … In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.


How do I share a Salesforce dashboard with another user?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.


What is a platform license?

Platform licenses include Accounts, Contacts and Reports as well as the automation tools that you know and love (e.g., Process Builder, Flow and Apex). They also include standard individual and mass emailing functionality.


What is lightning platform plus license?

Lightning Platform Starter and Lightning Platform Plus both contain a Salesforce Platform license and a Company Communities Permission Set License. This table shows which features are available to users granted a Salesforce Platform license and assigned the Company Communities Permission Set License.


How does Salesforce licensing work?

As a Salesforce customer, you don’t directly buy individual perms or prefs. In fact, you don’t even buy individual platform, user, or permission set licenses (which are all settings licenses). Instead, you buy editions and add-ons, which are product licenses.


What is Salesforce 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.


Do you need a Salesforce license to use Salesforce?

On the other hand, if a user needs access to any CRM functionality (eg Sales or Service Cloud), they must be assigned a Salesforce license.

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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 exa…

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Important Tips!

  1. 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…
  2. 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…
  1. 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…
  2. 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…
  3. If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
  4. 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…

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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…

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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…

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