How To Change User License In Salesforce?
How To Change User License In Salesforce
How to Easily Change Your Salesforce User License?
Are you looking for ways to make changes to your Salesforce user license without breaking a sweat? You’ve come to the right place! We’re here to show you how to easily change a Salesforce user license with just a few simple steps. We guarantee it’ll be a breeze!
Understanding Your Licence
Before making any changes to your Salesforce User license, it’s very important that you have a strong understanding of the types of licenses available. Salesforce offers a variety of license types, depending on your company’s needs. The primary types of Salesforce licenses are Full Users, Custom Users, Platform Users, and Partner Users. It’s important to know which type of license your employees are currently using so that you can make an informed decision about the type of license they need.
You can view the types of license your company has purchased, as well as the Salesforce User’s current license type for each User on the Account Overview page of the Salesforce User Setup page.
Determine Your Needs
Once you’ve taken a look at the types of license available, it’s time to decide which type of license your Salesforce User needs. This will depend mainly on the type of tasks that the User will be performing. If someone will be doing a lot of data entry and reporting, they will likely need a Full User license. If they will be writing code and applications, they will most likely require a Platform User license. Knowing the type of license your Salesforce User needs will help you make an informed decision about which type to select.
It’s also important to consider the cost of each license type. Depending on your company’s budget, it may be best to purchase a lower license level. Salesforce pricing can be found in the Salesforce Price Book.
Assign the License
After determining your needs, it’s time to assign the appropriate license to your Salesforce User. This is done in the Accounts Overview page in the Salesforce User Setup page. Here, you’ll be able to find all the Users who currently have a Salesforce User license as well as any Users who have an inactive license. Click on the User you want to change the license of, and select “Assign License.”
From here, you will be able to select the appropriate license type for that User. Select the license type that best suits the tasks that the User will be performing and click “Assign License.” You can also assign multiple licenses to a user by selecting “Assign Multiple Licenses.”
Finalize Changes
You’re almost done! Once you’ve assigned the appropriate license to each User, it’s time to activate the license. This can be done in the Accounts Overview page in the Salesforce User Setup page. Here, you’ll be able to view all the Users who have an inactive license. Select the appropriate User and click “Activate License.” Once the license is activated, your Salesforce User license has officially been changed. Congratulations!
Monitor Usage
Once your Salesforce User license has been changed, it’s important to monitor usage. Make sure that each User is using their license appropriately, and track how much each User is using the platform. This is especially important for companies with limited budgets. By monitoring usage, you’ll be able to make changes accordingly, if necessary.
Now that you know how to easily change your Salesforce User license, you can confidently create, modify, and delete licenses as needed. Knowing how to manage your license types will help your company stay organized and get the most out of Salesforce.
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