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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

License management

As an administrator, I used to wonder where exactly could I find the count of licenses that are currently available and the number of licenses that have been consumed by an organization.

The following screenshot will help us figure this out in our developer instance:

License management

As an administrator, you will find that the Setup option (shown in the preceding screenshot) available in the drop-down menu on clicking on your name is very helpful.

Click on your name and navigate to Setup | Company Profile | Company Information. Please note that in some production or sandbox instances, the Setup link is given next to your name (when logged in using a user's name).

Let's explore the various licenses that your organization can purchase from Salesforce with the help of the following table:

License type

Features and functionalities provided

Salesforce

This is the most comprehensive license and is used to provide users with standard as well as custom CRM functionalities. The advantages are as follows:

  • Users with this user license are entitled to access any standard or custom app
  • Each license provides additional storage for Enterprise, Unlimited, and Performance edition users

Salesforce Platform

This is designed for users who need access to custom apps but not to the standard CRM functionalities. The advantages are as follows:

  • Users with this user license are entitled to use custom apps developed in your organization or installed from Force.com AppExchange
  • Users are entitled to use core platform functionalities, such as accounts, contacts, reports, dashboards, documents, and custom tabs

Force.com App Subscription

A Force.com Light App has up to 10 custom objects and 10 custom tabs, read-only access to accounts and contacts, and supports object-level and field-level security

The complete comprehensive list can be referred to at https://help.salesforce.com/HTViewHelpDoc?id=users_license_types_available.htm&language=en_US.

It's important to understand the key differences between the Featured and User licenses.

The User license

The User license types are assigned to profiles when creating a profile. (We will discuss a profile soon. Until then, let's assume a profile consists of a set of users with the same look and feel for the app and the same functionalities and access).

In Salesforce, a user is required to have a profile. You cannot have a user without a profile. Once a user is assigned a profile, they will inherit the license assigned to that profile. The license that we are referring to here is the User license type.

The Featured license

The Featured license is in addition to the normal User license. You will see a small checkbox on the user's record, which means that the user is assigned a Featured license. Common examples of a Featured license are knowledge, content, service cloud, Site.com publisher, and so on. We will explain the functionalities that these licenses provide as we move on.

You have been reading a chapter from
Salesforce Essentials for Administrators
Published in: Oct 2014
Publisher:
ISBN-13: 9781784398071
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