User Licenses: A user license permits a user to utilize the distinctive functionality of Salesforce. It additionally figures out which profiles and permission sets are accessible to the user. Each user must have precisely one user license.
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How much does a Salesforce user license cost?
Salesforce pricing plans can cost from $25 per user per month, to over $300 per user per month — their monthly fee will vary depending on the needs and scale of each business.
What are the different types of Salesforce user licenses?
- 2 Salesforce licenses.
- 3 Salesforce Platform licenses.
- 2 Salesforce CRM licenses.
- 2 Salesforce Mobile licenses.
- 5 Salesforce Partner licenses.
- 10 Customer Portal Manager licenses.
How to query the number of used license in Salesforce?
SimplySfdc.com
- Active Users: to count all active users, the formula: RowCount
- License Remain: this is by calculating Total License – Active Users, the formula: User.Profile.UserLicense.TotalLicenses:SUM – RowCount You can add Conditional Highlighting to get user attention when remaining licenses reach …
- The Moment of Truth
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
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 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 manage a user’s 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 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.
What are user licenses?
A user license is a legal agreement between the software provider and the purchaser that establishes the client’s right to use the software and which features they can access.
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 types of Salesforce licenses are there?
Salesforce provides licenses in six different types of 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…
What is identity user license in Salesforce?
The Identity license grants users access to Identity features. Salesforce Identity connects Salesforce users with external applications and services, while giving admins control over authentication and authorization for these users.
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.
Can we change user license in Salesforce?
Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license.
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 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. A license itself is the specific agreement between Salesforce …
What is a permission set license?
Permission set license. A license that defines user-level functionality, which can be assigned to supplement the functionality in a user license. A user can be assigned multiple permission set licenses. Note that a permission set license is different from a permission set, defined in the next unit.
What is Salesforce provisioning?
Provisioning is the process that Salesforce administers to activate your licenses and enable functionality in your org. When your org is provisioned, it’s like a tenant shaking hands with the property manager, making the initial lease payment, and getting the office keys.
How many licenses does an org admin have?
As an org admin, you assign each user one user license, based on the user’s role. The user license determines the functionality that the user can access. An edition or add-on can contain multiple types of user licenses, depending on the product.
Does Salesforce have user licenses?
Some Salesforce products do not provide user licenses or permission set licenses. For example, Heroku, the application development environment, creates platform licenses but no user licenses, because its products define functionality at the platform (org) level but not the user level.
Can you have multiple permissions in Salesforce?
Many Salesforce products, such as Sales Cloud and Service Cloud, also include permission set licenses. Like user licenses, permission set licenses define user-level features. But while a user can have only one user license, the user can be assigned multiple permission set licenses. As an admin, you can assign permission set licenses to a user …
Can you buy Perms for Salesforce?
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.
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.
How many sites can you have on Salesforce?
Best Answer chosen by Admin. (Salesforce Developers) Bulent. Yes, 1 guest user license per site and you can create up to (max) 25 sites. Each site can have it’s own domain name, security settings, login settings, HTTP errors, IP restrictions, look and feel… this doesn’t mean only 25 visitors can visit your site.
How many concurrent requests can I make on a WordPress site?
There is no set limit on concurrent requests. Yes, 1 guest user license per site and you can create up to (max) 25 sites. Each site can have it’s own domain name, security settings, login settings, HTTP errors, IP restrictions, look and feel… this doesn’t mean only 25 visitors can visit your site.
Does Salesforce have a guest license?
Bulent already answered it, but each Salesforce Site uses 1 guest license. Essentially, Salesforce is always running under some user and a public web page run by Salesforce has limitations. Thus, they create a user for the Site and that user needs a license.
Salesforce Licenses – Recap
What Are Platform Licenses?
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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
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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 goin…
Summary
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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…