Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports. Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
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What can you do with a user license in Salesforce?
View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page
What are Salesforce roles and profiles and permissions?
Learn Salesforce Roles and Profiles In 5 Minutes (Feat. Permission Sets) Profiles, roles and permission sets work together to determine what Salesforce users can see and do inside Salesforce.
What is a Salesforce permission set license?
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.
How do I set up roles in Salesforce for disabled Records?
When disabled, only the record owner and users who are granted access by the organization-wide defaults receive access to the object’s records. From Setup, in the Quick Find box, enter Roles, then select Roles. If the “Understanding Roles” page is displayed, click Set Up Roles.
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 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.
How do I assign permissions to 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…
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 is user license in Salesforce?
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
Can a user have multiple licenses in Salesforce?
Although every user must have exactly one user license, you can assign one or more permission set licenses or feature licenses to incrementally unlock more permissions. Continuing our example, the Salesforce user license includes the key to unlock the Read permission on contracts.
How do I enable permissions for a license in Salesforce?
From Setup, in the Quick Find box, enter Users , then select Users. Click the user’s name. In the Permission Set License Assignments related list, click Edit Assignments. Select the Sustainability Cloud permission set license.
Does permission set consume license in Salesforce?
A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions. Permission set licenses incrementally entitle users to access features that are not included in their user licenses.
What is license in permission set?
Permission set licenses extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than their user license supports. Permission sets contain settings that grant users permissions. Permission sets extend users’ functional access without changing their profiles.
Which type of license defines user level functionality?
The user license determines the functionality that the user can access. 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.
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.
What is an identity user license?
External Identity License. An External Identity license lets you deliver identity services, including (SSO) to external users. It is a standalone license that you can buy for blocks of users who are consumers of your business, such as customers, purchasers, patients, partners, and dealers.
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.
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 …
How many editions does an org have?
Each org has at least one edition, which provides all the functionality needed to activate the org. An edition includes at least one platform license, and can contain one or more user licenses (or no user licenses). An org may have more than one edition, but all editions must be for the same level.
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.
What is metadata switch?
A metadata switch, or setting, that configures a particular aspect of product functionality. In general, permissions control access to features, such as Lightning Experience or Chatter, and certain aspects of security. Compare to preference.
What is an add-on in a org?
An add-on, as the name suggests, is an optional supplement. An add-on can include one or more platform licenses, user licenses, permission set licenses, or all three. An org can have any number of add-ons. For an example of how editions and add-ons work together, let’s look at Ursa Major Solar, a Southwest-based supplier …
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.
Who is Lucy from Salesforce?
Lucy is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Posted on February 28, 2021 in For Admins, Guides. Salesforce Roles and Profiles (Feat. Permission Sets)
What is permission set?
Permission sets could be considered add-ons for profiles. They offer flexibility in how you add certain permissions (objects, field-level security, page layouts, record types, apps, tabs) to certain users – almost like you are tagging an individual user.
Is profile an either or decision?
They are designed to be used together – it is not an ‘either/or’ decision. It may help to think in different shapes. Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg.
What is permission set?
Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
How do roles mimic teams?
Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assign ing users to a role hierarchy makes records accessible within their team.
What are Organization-wide defaults and sharing rules?
Organization-wide defaults and sharing rules determine what data is private and what data is shared with other users. These settings come in handy when working across a large team with varying data security needs