How do salesforce licenses work

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Licenses in Salesforce are merely permissions that allow complete access to a particular feature to a user. Different editions entail the use of different licenses. Also, multiple licenses are capable of allowing access and support to a single feature.

Full
Answer

What is a Salesforce license?

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 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.

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 licenses are included in Salesforce Chatter?

For example, the Sales Cloud Enterprise Edition includes the Full CRM user license for users who need access to CRM functionality, and also includes the Chatter Free license, for users who need access to Chatter but not to CRM features. Many Salesforce products, such as Sales Cloud and Service Cloud, also include permission set licenses.

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How does Salesforce license 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.


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.


What are the different licenses in Salesforce?

Salesforce mainly provides the below three types of Licenses:User License: The user license specifies which feature or functionality a user can access on salesforce. … Feature License. … Permission Set License.


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!


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.


What is difference between edition and license in Salesforce?

In simple terms: Edition says what type of Salesforce product platform you have, it could be Developer, Enterprise, unlimited etc etc.. It says nothing about the users using the system. License is user level tag that gives a user enough rights to the Platform (which ever edition it may be).


How do I manage Salesforce licenses?

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.


Can you share Salesforce licenses?

Salesforce Usage Limits – Salesforce policy prohibits the use of login sharing, sharing of user credentials, shared logins or passwords. User logins must not be shared across multiple users. Please assign one user account for each individual user license login. Login credentials may not be shared.


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.


How much does a Salesforce license cost?

Salesforce CRM PricingEssentialsProfessionalStarting Price (per user per month, billed annually)$25$75Max Users10UnlimitedLead Management✔✔Opportunity Management✔✔9 more rows•Feb 2, 2022


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.


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.


What Are Salesforce Licenses?

A Salesforce license is a set of features or services available in your Salesforce setup. The license you have defines your relationship with Salesforce. They are basically purchased usage-based entitlements for your company.


Types of Salesforce Licences That You Need to Know!

Salesforce has many popular editions that include Salesforce Lightning, Professional, Enterprise, and more. These editions offer varying functionalities and features to address your business needs. However, to use these features, your employees need access to the system. This access may be limited or restricted to certain features.


How to Decide Which Salesforce License Works Best For You?

Switching to Salesforce is easy, straightforward and the investment of time will reap benefits sooner than expected. One of the first steps you need to take is to determine the appropriate license for your company. If you are overwhelmed with the different options available, these tips will help you choose the right one.


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Salesforce Licenses – Recap


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 busine…

See more on salesforceben.com


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…

See more on salesforceben.com


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…

See more on salesforceben.com


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…

See more on salesforceben.com

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