How do I reassign my Salesforce license? From the inactive user’s page, tap Reassign a License. Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from.
From the inactive user’s page, tap Reassign a License. Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from. When you’ve found that existing user, tap Reassign This License. Confirm the changes, and tap OK.
Table of Contents
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 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.
How do I customize the user interface in Salesforce Lightning?
Customize the User Interface Set the Default Lightning Experience Record Page View Configure User Interface Settings Hide the Embedded Salesforce Classic Report Builder in Lightning… Autocomplete on Standard Addresses Provide Maps and Location Services Let Users Subscribe to Report Notifications Upgrade the Report Wizard
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).
How do I assign a license to multiple users in Salesforce?
To assign a permission set license to multiple users:From Setup, in the Quick Find box, enter Company Information , and then select Company Information. … Click the name of the permission set license that you want to assign users to.On the permission set license’s detail page, click Assign Users.More items…
Can we update user license in Salesforce?
You can upgrade most customer user licenses to either the Customer Community Plus or the Partner Community license. From Setup, enter Users in the Quick Find box, then select Users. Click Edit next to the user you want to upgrade. Select the new license, profile, and role for the user.
How do I deactivate a Salesforce user license?
From Setup, in the Quick Find box, enter Users , then select Users. Click Edit next to a user’s name. Deselect the Active checkbox, and then click Save.
How do I assign a license to permissions?
0:211:55Assign Permission Set Licenses to Access Salesforce Maps FeaturesYouTubeStart of suggested clipEnd of suggested clipPackages. Page from setup enter users in the quick find box then select users. Select the user youMorePackages. Page from setup enter users in the quick find box then select users. Select the user you would like to grant permissions to permission set licenses need to be assigned. Before permission
How do I clone permissions with a different license?
Copy and paste the file in the same folder, change the name to the desired name of the cloned permission set. Change the label of the new permission set in the meta XML file. Change the License Name of the new permission set in the meta XML file. Now, deploy the new permission set.
What can an admin do to modify the functionality defined in an assigned user license?
As an admin, you use profiles and permission sets to modify the access defined in licenses. A subset of the functionality defined in a user license or permission set license. As an admin you assign each user one profile, based on the user’s job requirements.
Does deactivating a Salesforce user free up a license?
User de-activation does not release a license to be reused if the org had more active users than it has license for. Normally, when a user record is deactivated, the license that was in use can be re-used for another user of the same type. In some cases, however, user deactivation does not release a license to re-use.
What happens when you deactivate user in Salesforce?
Deactivation removes the user’s login access, but it preserves all historical activity and records, making it easy to transfer ownership to other users. For situations where changing ownership to other uses must be done before deactivation, freezing the user prevents login to the org and access to the user’s accounts.
What is the difference between freeze and deactivate in Salesforce?
Freezing a user in Salesforce means that only stops the user from being able to login. In some cases, you can’t immediately deactivate a user (such as when a user is selected in a custom hierarchy field or a user that’s assigned as the sole recipient of a workflow email alert).
How do permission sets work in Salesforce?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.
How do I assign a CPQ license in Salesforce?
Follow these steps to use the PSL auto assignment tool:Setup.Installed Packages.Configure > Salesforce CPQ.Additional Settings tab.Check Upgrade Readiness Tool.”Users Who Need a Permission Set License” links to CSV file.Acknowledge “I have downloaded and reviewed the permission set license assignments”Assign Licenses.
How do I assign a user in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. … Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
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.
Meet the License Management App
You’ve created your amazing solution, and you’ve learned the basics about licensing. Maybe you’ve even decided what kind of license to use. It’s time to set things up so that you can sell your solution on AppExchange and track downloads.
Set Up and Configure the LMA for Your Solution
Now that you’ve installed the LMA in your business org, you can connect it to your solution. Before you do this:
Modify Your License
You’ve set up the LMA with your solution, and customers are installing it. Great! If your solution is a big enough hit, you have to make adjustments to your licenses when:
Get Fancy with Tracking Installations
Because the LMA is a managed package built on the Salesforce platform, it has all the power and flexibility that you expect. With a little elbow grease, you can customize it for your own needs. For instance, you can:
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…