Occasionally, an Admin may need to assign a Salesforce license to a user before they can assign the Gainsight app to their profile. 1. In Salesforce, navigate to Setup > Manage Users > Users. 2. Click edit on the user’s record (or create a new user). Select the Salesforce Platform as the User license and click Save.
- From 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.
Table of Contents
How do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
What are the different types of Salesforce licenses?
- User Licences.
- Feature Licences.
- Permission Set Licences.
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 much does a Salesforce license cost?
The average cost of Salesforce varies depending on your needs. The price ranges from $25 per user per month to over $300 per user per month, so you could spend anywhere between there. What is the cheapest Salesforce license?
See more
Can you mix Salesforce licenses?
The answer is YES. While you can use multiple clouds or products within the same Edition level, unfortunately you are not able to mix/match Edition levels within the same organization.
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.
How many users for Salesforce licenses do I have?
Company Community To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.
How do I enable a license in Salesforce?
Enable a Feature License for a UserIn Setup, enter Users in the Quick Find box, then select Users.In the user list view, click a user’s name.On the User Detail page, select the checkbox next to the feature license you want to enable for that user. … Click Save.
How does Salesforce licensing work?
User Licenses 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.
What are the different Salesforce licenses?
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.
What is a Salesforce user license?
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 we change user license in Salesforce?
Go to: Your Name > Setup > Admin > Manage Users > User > Select the User Record > Click Edit > Change User license.
Where is Salesforce license usage?
View Your Organization’s Feature LicensesFrom Setup, enter Company Information in the Quick Find box, then select Company Information.See the Feature Licenses related list.
How do I renew my Salesforce license?
The customer can send an email to billing@salesforce.com, their current Account Executive, or respond to their renewal notification with the desired changes.
How do I cancel a Salesforce license?
There’s a cancellation button at the bottom of the page. Indicate why you’re leaving us, then click Cancel Subscription. This cancels the auto-renewal at the next billing cycle, either next month (monthly billing) or next year (annual billing).
What is a Salesforce Platform license?
Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality. Salesforce Platform users DO have access to the “core” Salesforce Standard Objects and functionality, like… Accounts. Contacts. Reports.
How do I grant access to Salesforce support?
Salesforce ClassicLog in to Salesforce.In the upper right, click My Settings (or click on your name, then click My Settings)In “Quick Find” search field, enter “Grant” and click Grant Login Access.Set the Access Duration option to Salesforce.com Support. … 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.
Identity Only License
Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.
External Identity License
Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.
Identity Verification Credits Add-On License
Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.
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 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.
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.
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.
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.
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…