Licenses Overview. salesforce 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.

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. Users can be assigned any number of permission set licenses.

A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or

Work.com. Users can be assigned any number of feature licenses.

Usage-based Entitlements

A usage-based entitlement is a limited resource that your organization can use on a periodic basis—such as the allowed number of monthly logins to a Partner Community or the record limit for Data.com list users.

User Licenses

Example:

•

Assign a Force.com user license to Employee A. The Force.com user license only supports standard object permissions for accounts and contacts, so Employee A can’t access cases.

•

Assign a Salesforce user license to Employee B. Give “Read” access on cases to Employee

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Edition requirements vary for each user license type.

Salesforce offers these license types.

•

Standard User Licenses

•

Chatter User Licenses

•

Service Cloud Portal User Licenses

•

•

Sites and Site.com User Licenses

•

Authenticated Website User Licenses

Note: If your company has purchased custom user licenses for other types of functionality, you can see other license types listed.

Your Salesforce org can also have other licenses that are supported but no longer available for purchase. Contact Salesforce for more information.

The following license types are available only for orgs that use a Customer Portal or partner portal.

•

Customer Portal User Licenses

•

Customer Portal—Enterprise Administration User Licenses

•

Partner Portal User Licenses

If you don’t have a Customer Portal or partner portal but want to share information with your customers or partners, see Communities

User Licenses on page 210.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

IN THIS SECTION:

View Your Organization’s User Licenses

View the user licenses that your company has purchased to know what you have available to assign to your users.

Standard User Licenses

Find information about standard user licenses that you can get for your organization, such as the Salesforce user license and Force.com

user license types.

Chatter User Licenses

All standard Salesforce licenses allow free Chatter access for everyone in your organization. Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus).

Database.com User Licenses

We have three Communities licenses for external users: Customer Community, Customer Community Plus, and Partner Community.

We also have Employee Apps Starter and Employee Apps Plus licenses for Employee Communities.

Service Cloud Portal User Licenses

Sites and Site.com User Licenses

Sites and Site.com users can have Guest User or Site.com Only user licenses.

Authenticated Website User Licenses

Platform portal users have the Authenticated Website license, which is designed to be used with Force.com Sites. It gives named sites users unlimited logins to your Platform Portal to access customer support information.

Customer Portal User Licenses

Users of a Customer Portal site have the Customer Portal Manager Standard license.

Customer Portal—Enterprise Administration User Licenses

Customer Portal—Enterprise Administration users have the Customer Portal Manager Custom license. This license gives contacts unlimited logins to your Salesforce Customer Portal to manage customer support.

Partner Portal User Licenses

Partner Portal users have the Gold Partner user license. They can only access Salesforce using the partner portal.

SEE ALSO:

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Set Up and Maintain Your Salesforce Organization Licenses Overview

View Your Organization’s User Licenses

View the user licenses that your company has purchased to know what you have available to assign to your users.

1. From Setup, enter

Company Information

in the

Quick Find

box, then select

Company Information.

2. See the User Licenses related list.

EDITIONS

Available in: Salesforce

Classic

Available in: All editions

USER PERMISSIONS

To view user licenses:

•

View Setup and

Configuration

Standard User Licenses

Find information about standard user licenses that you can get for your organization, such as the

Salesforce user license and Force.com user license types.

License Type

Salesforce

Description Available in

Designed for users who require full access to standard

CRM and Force.com AppExchange apps. Users with this user license are entitled to access any standard or custom app.

All editions

Each license provides additional storage for Enterprise,

Unlimited, and Performance Edition users.

Knowledge

Only User

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.

•

Articles

•

Article Management

•

Chatter

•

Files

•

Home

•

Profile

•

Reports

•

Custom objects

•

Custom tabs

The Knowledge Only User license includes a

Knowledge Only profile that grants access to the

Articles tab. To view and use the Article Management tab, a user must have the “Manage Articles” permission.

Enterprise,

Unlimited, and

Performance

Editions

EDITIONS

Available in: Salesforce

Classic

Edition requirements vary for each user license type.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

License Type

Identity

External

Identity

Work.com Only

User

Description

Note: To view articles, a user must have the “AllowViewKnowledge” permission on their profile. However, this permission is off for default profiles. To give a user the “AllowViewKnowledge” permission on their profile, activate the permission on a cloned profile and assign the cloned profile to the user.

Available in

Grants users access to Salesforce Identity features.Salesforce Identity connects Salesforce users with external applications and services, while giving administrators control over authentication and authorization for these users.

For more information, see the

Salesforce Identity Implementation Guide

Enterprise, Unlimited,

Performance, and Developer

Editions

Ten free Identity user licenses are included with each new

Developer Edition organization.

Provides Identity features for users outside of your organization’s user base

(such as non-employees). Store and manage these users, choose how they authenticate (username/password, or Single Sign-On social sign-on through

Facebook, Google+, LinkedIn, and others), and allow self-registration.

Enterprise, Unlimited,

Performance, and Developer

Editions

Five free External Identity user licenses are included with each new Developer Edition organization.

Designed for users who don’t have a Salesforce license and need access to Work.com.

Note: Chatter must be enabled for Work.com features to fully function.

Professional, Enterprise,

Unlimited, Performance, and

Developer Editions

Force.com User License Types

License type

Salesforce

Platform

Description Available in

Designed for users who need access to custom apps but not to standard

CRM functionality. Users with this user license are entitled to use custom apps developed in your organization or installed from Force.com

AppExchange. In addition, they are entitled to use core platform functionality such as accounts, contacts, reports, dashboards, documents, and custom tabs. These users are not entitled to some user permissions and standard apps, including report subscriptions, standard tabs and objects such as forecasts, leads, campaigns, opportunities, and they cannot subscribe to reports. Users with this license can also use Connect Offline.

Enterprise, Unlimited,

Performance, and Developer

Editions

Note: Users with this license can only view dashboards if the running user also has the same license.

Users with a Salesforce Platform user license can access all the custom apps in your organization.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

License type Description

Each license provides additional storage for Enterprise, Unlimited, and

Performance Edition users.

Available in

Force.com - One

App

Note: This license is not available for new customers.

Designed for users who need access to one custom app but not to standard

CRM functionality. Force.com - One App users are entitled to most of the same rights as Salesforce Platform users, plus they have access to an unlimited number of custom tabs. However, they are limited to one custom app, which is defined as up to 10 custom objects. They are also limited to read-only access of the Accounts and Contacts objects. Push Topic object read permission is not available.

Note: Users with this license can only view dashboards if the running user also has the same license.

Each license provides an additional 20 MB of data storage and 100 MB of file storage, regardless of the Salesforce edition.

Enterprise and Unlimited

Editions

Force.com App

Subscription

Grants users access to a Force.com Light App or Force.com Enterprise App, neither of which include CRM functionality.

Enterprise, Unlimited, and

Performance Editions

A Force.com Light App has up to 10 custom objects and 10 custom tabs, has read-only access to accounts and contacts, and supports object-level and field-level security. A Force.com Light App can’t use the Bulk API or

Streaming API.

A Force.com Enterprise App has up to 10 custom objects and 10 custom tabs. In addition to the permissions of a Force.com Light App, a Force.com

Enterprise App supports record-level sharing, can use the Bulk API and

Streaming API, and has read/write access to accounts and contacts.

Note:

Users with this license can only view dashboards if the running user also has the same license.

Each Force.com App Subscription license provides an additional 20 MB of data storage per user for Enterprise Edition and 120 MB of data storage per user for Unlimited and Performance Editions, as well as 2 GB of file storage regardless of the edition.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

License type

Company

Community User

Description

Available in

This is an internal user license for employee communities. It’s designed for users to access custom tabs, Salesforce Files, Chatter (people, groups, feeds), and a Community that includes a Site.com site.

Enterprise, Unlimited,

Performance, and Developer

Editions

Company Community users have read-only access to Salesforce Knowledge articles. They can also:

•

Access up to 10 custom objects and 10 custom tabs

•

Use Content, Ideas, Assets, and Identity features

•

Use activities, tasks, calendar, and events

•

Have access to accounts, contacts, cases, and documents.

SEE ALSO:

Chatter User Licenses

Chatter Plus).

EDITIONS

Available in: Salesforce

Classic

Chatter External

This license is for users who are outside of your company’s email domain. These external users, also called customers, can be invited to Chatter groups that allow customers. Customers can access information and interact with users only in the groups they’re invited to. They have no access to

Chatter objects or data.

Chatter Free

The Chatter Free license is for users who don’t have Salesforce licenses but need access to Chatter.

These users can access standard Chatter items such as people, profiles, groups, and files, but they can’t access any Salesforce objects or data. Chatter Free users can also be Chatter moderators.

Chatter Free users don’t see tabs like other Salesforce users. Chatter Free users access feeds, people, groups, and files using the links in the sidebar of the page.

Salesforce administrators can upgrade a Chatter Free license to a standard Salesforce or Chatter

Only license at any time. You can’t convert a standard Salesforce or Chatter Only license to a Chatter Free license.

Chatter External and Chatter

Free licenses are available in: Group, Professional,

Enterprise, Performance,

Unlimited, Contact

Manager, and Developer

Editions

Chatter Only (also known as

Chatter Plus) licenses are available in: Professional,

Enterprise Unlimited, and

Performance Editions

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Chatter Only (Chatter Plus)

The Chatter Only license is also known as the Chatter Plus license. It is for users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. Chatter Plus users can be Chatter moderators and have access to standard Chatter people, profiles, groups, and files pages. They also can

•

View Salesforce accounts and contacts

•

Use Salesforce CRM Content, Ideas, and Answers

•

Access dashboards and reports

•

Use and approve workflows

•

Use the calendar to create and track activities

•

View and modify up to ten custom objects

•

Add records to groups

By default, the tabs for standard Salesforce objects are hidden from Chatter Plus users. Expose these tabs, if you want to make them available to Chatter Plus users. For more information on Chatter Plus users, see

Chatter Plus Frequently Asked Questions

Chatter License Overview

This table shows the list of features that are available for Chatter External, Chatter Free, and Chatter Only licenses.

Feature Chatter External

(Access limited to items and people in the groups customers are invited to)

Chatter Free

Chatter Desktop client

Use the Salesforce1 mobile app

(Downloadable apps require the

“API Enabled” profile permission)

Downloadable app users can’t access Groups or People list views.

Feeds

File sharing

Files Connect

Groups

Invitations to join groups

Only customers who are also group managers can invite

Chatter users from groups they have access to or people outside

Chatter.

Profiles

Topics and hash tags

Chatter Only

(a.k.a. Chatter Plus)

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Feature Chatter External

(Access limited to items and people in the groups customers are invited to)

Chatter Free Chatter Only

(a.k.a. Chatter Plus)

Private messages

Global search

Search results include only those items that customers have access to via groups.

Custom objects

Up to 10 custom objects

Accounts and contacts

Read only

Calendar and events

Content library

Ideas and answers

Reports and dashboards

Tasks and activities

Using and approving workflows

Communities User Licenses

We have three Communities licenses for external users: Customer Community, Customer Community

Plus, and Partner Community. We also have Employee Apps Starter and Employee Apps Plus licenses for Employee Communities.

EDITIONS

Learn About the Licenses

Do I need communities licenses to use communities in my org?

Yes. In order to enable communities in your org for the first time, you must have at least one of the following licenses purchased in your org: Customer Community, Customer Community

Plus, Partner Community, Employee Apps Starter or Employee Apps Plus.

Available in: Salesforce

Classic and Lightning

Experience

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

Note:

If your org has legacy portal licenses, you don’t need to purchase communities licenses to use communities.

Are community licenses associated with users or a community?

Communities licenses are associated with users, not a specific community. If needed, you can move users with these licenses between communities. If you have unused licenses, you can assign them to users in any community in your org.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Here’s another way to think about it: Your community is like an airplane. Each passenger has a different type of ticket (license), and therefore, different levels of access. They’re all together on the same ride, but each person has a slightly different experience based on how much the ticket cost.

In addition to supporting communities licenses, Communities supports all internal and portal licenses, including existing Customer

Portal, Authenticated Website, and partner portal licenses.

Do usernames have to be unique across the community or Salesforce?

There are different requirements for username uniqueness depending on the type of license your community is using. Customer and Customer Community Plus licenses require unique usernames within the Salesforce org that a community belongs to. Partner

Community licenses and Employee Community licenses require unique usernames across all Salesforce orgs that the user belongs to.

How is a license used in an employee community?

Employee Community licenses are supported by two underlying licenses—the Salesforce Platform user license and the Company

Community for Force.com permission set license. To assign an Employee Apps Starter or Employee Apps Plus license to a user, first assign the Salesforce Platform user license. Then assign them the Company Community for Force.com permission set license (you may have to create the permission set before you can assign the license).

When you upgrade from Employee Apps Starter license to Employee Apps Plus license, you get more custom objects, and you don’t have to make any changes in Setup.

How do community licenses compare to legacy portal licenses?

Here’s a quick correlation of the new communities licenses with their older portal counterparts and their main use case.

Important: Users who have portal licenses can access your community as long as you include them by adding the profiles or permission sets that they’re associated with. You don’t have to purchase new Communities licenses for them.

Community License Name

Customer Community

Customer Community Plus

Partner Community

Best Used For

Business-to-consumer communities with large numbers of external users

Business-to-business communities for support and non-sales scenarios, such as eCommerce

Business-to-business communities that need access to sales data such as partner relationship management

Comparable Portal License

High Volume Customer Portal, Service Cloud

Portal, Authenticated Sites Portal

Customer Portal — Enterprise Administration

Partner

Here’s a simple decision tree to help pick the license type for your community’s needs.

Note: Different license types can access your community. Your community is not limited to just one type of license.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

What about monthly login-based licenses?

The following community licenses are also available as a monthly login-based license, with the following names.

Community License Name

Customer Community

Customer Community Plus

Partner Community

Monthly Login-Based License Name

Customer Community Login License

Customer Community Plus Login License

Partner Community Login License

When using a monthly login-based license, a user consumes a login when signing in to a community. Already logged-in users don’t consume licenses when switching between their communities. Overages are calculated at the end of the year rather than on a monthly basis. There’s a 1 to 20 login to user ratio limit. For example, if you purchased 1000 monthly logins, you can create up to

20,000 users.

If users with a login-based community license access their communities through Salesforce1, they consume a login the first time they log in or if their session times out. A login is counted each time a login-based user authenticates to the community. Salesforce calculates logins from the LoginHistory table. The timeout period for a login is configurable up to a maximum of 12 hours.

Is an extra license required to use Community Builder?

Each community using a Community Builder-based template can use the Community Builder to add custom, branded pages to your community. Communities users with the “Create and Set Up Communities” permission automatically have full site administrator access to a community’s Community Builder.

Do communities have user limits?

You can have up to 100 communities in your Salesforce org. Active, inactive, and preview communities, including Force.com sites, count against this limit.

To avoid deployment problems and any degradation in service quality, we recommend that the number of users in your community not exceed the limits listed below. If you require additional users beyond these limits, contact your Salesforce account executive. If your growing community needs more users, contact your Salesforce account representative to understand how the product can scale to meet your demands.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Community License Type

Partner or Customer Community Plus

Customer

Number of Users

1 million

10 million

Will unauthenticated users count against my community’s licenses?

Not at all! Unauthenticated or guest users who access your community do not use up any of your community's licenses.

Here are the page view limits for guest users, based on your Salesforce edition. Overages are calculated on a yearly basis. If your growing community exceeds this number of guest user page views, contact your Salesforce account representative to increase your page view limits.

Salesforce Edition

Enterprise Edition

Unlimited Edition

Number of Page Views

500,000/month

One million/month

For example, a community set up in an Enterprise Edition org can have up to 6 million page views over the course of a year. Overages will be calculated after the annual limit has been reached. See Community Usage Limits for more information about page view and other user limits.

License Detail

This table shows which features are available to the default user profiles with Customer Community, Customer Community Plus, Partner

Community, or Employee Apps licenses.

Customer

Community Plus

Partner

Community

Customer

Community

Salesforce Standard Objects

Account Contact

Relationships

(Contacts to

Multiple Accounts)

Accounts

Read, Edit

Read, Create, Edit Read, Create, Edit

Employee Apps

Starter

Employee Apps

Plus

Read, Create, Edit,

Delete, View All

Data, Manage All

Data

Read, Create, Edit,

Delete, View All

Data, Manage All

Data

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

To view or create relationships between accounts and contacts, you must have “Read” on accounts and contacts. To edit or delete relationships between account and contacts, you must have “Read” on accounts and “Edit” on contacts.

For Customer Community licenses, access can also be controlled using sharing sets.

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Set Up and Maintain Your Salesforce Organization

Assets

Licenses Overview

Customer

Community

Customer

Community Plus

Partner

Community

Employee Apps

Starter

Employee Apps

Plus

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit

(Can be used for employees, but not for customers)

Read, Create, Edit

(Can be used for employees, but not for customers)

Campaigns

Read, Create, and

Edit

Cases

Read, Create, Edit

Read, Create, Edit Read, Create, Edit Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Contacts

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit,

Delete, View All

Data, Manage All

Data

Read, Create, Edit,

Delete, View All

Data, Manage All

Data

Contracts

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Dashboards

Read Only Read Only Read Only Read Only

Documents

Read Only Read Only Read Only Read, Create, Edit,

Delete, View All

Data, Manage All

Data

Read, Create, Edit,

Delete, View All

Data, Manage All

Data

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

For the Partner Community license, to read, create, and edit campaigns in the user interface, the partner user also needs the

“Marketing User” permission. With these permissions, a partner user can: search for and add their contacts or leads as campaign members, access reports on their campaigns, and mass-email or mass-assign their contacts and leads on a campaign.

For the Customer Community license, cases can’t be created on behalf of another user.

For Employee Apps Starter licenses, cases can track internal and employee issues, but should not be used for customer cases.

Internal employee users must have a Service Cloud license to interact with external cases.

For Employee Apps Plus licenses, cases can track internal and employee issues, but should not be used for customer cases. Internal employee users must have a Service Cloud license to interact with external cases.

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Customer

Community

Customer

Community Plus

Partner

Community

Employee Apps

Starter

Employee Apps

Plus

Entitlements

Read, Create, Edit Read, Create, Edit Read, Create, Edit

External Objects

(Salesforce

Connect)

Events and

Calendar

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Ideas

Read, Create Read, Create Read, Create Read, Create Read, Create

Leads

Read, Create, Edit

List Views

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit

Notes and

Attachments

Exceptions apply

Opportunities

Read, Create, Edit

Orders

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Price Books

Read Only Read Only Read Only

Products

Read Only Read Only Read Only

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

For the Customer Community license, access to Notes and Attachments for most objects is enabled by default. If your users with a Customer Community license can’t access Notes and Attachments on accounts and contacts, contact Salesforce.

Once orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are assigned to a standard profile and these object permissions aren’t appropriate for them, consider creating custom profiles that don’t include these object permissions.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Customer

Community

Customer

Community Plus

Partner

Community

Employee Apps

Starter

Employee Apps

Plus

Quotes

Read, Create, Edit

Reports

Create and Manage Create and Manage Create and Manage Create and Manage

Service

Appointment

Read, Create, Edit Read, Create, Edit Read, Create, Edit

Service Contracts

Read, Create, Edit Read, Create, Edit

Task

Read Only Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Work Order

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit,

Delete

(Can be used for employees, but not external users (e.g.

customers, partners)

Read, Create, Edit,

Delete

(Can be used for employees, but not external users (e.g.

customers, partners)

Work Order Line

Item

Read, Create, Edit Read, Create, Edit Read, Create, Edit Read, Create, Edit,

Delete

Read, Create, Edit,

Delete

Salesforce Features, Capability, and Custom Objects

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

Quotes aren’t supported in Lightning communities.

Partner users can’t access the Quotes tab in communities using the Salesforce Tabs + Visualforce template.

For the Customer Community Plus, Partner Community, and Employee Community licenses to create and edit reports, the user also needs the “Create and Customize Reports,” “Report Builder,” and “Edit My Reports” permissions. For more information see,

Set Up Report Management for External Users—Create and Edit Reports .

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Additional Data

Storage

API Calls per Day

Customer

Community

Chatter (People,

Groups, Feeds,

Private Messages)

Custom Objects

10 custom objects per license (custom objects in managed packages don’t count towards this limit)

110 custom objects per license (custom objects in managed packages don’t count towards this limit)

Delegated

Administration

Files

and

Content

Customer

Community Plus

Partner

Community

2 MB per member

(member-based license)

5 MB per member

(member-based license)

1 MB per member

(login-based license)

1 MB per member

(login-based license)

Employee Apps

Starter

20 MB per user

(user-based license)

Employee Apps

Plus

20 MB per user

(user-based license)

200 per member

(member-based license)

200 per member

(member-based license)

10 per member

(login-based license)

10 per member

(login-based license)

1000 per member for Enterprise Edition orgs

5000 per member for Unlimited Edition orgs

Content is not available with

Customer Community licenses.

Create, Read, Edit,

Delete

Create, Read, Edit,

Delete

Create, Read, Edit,

Delete

Create, Read, Edit,

Delete

Knowledge

Read Only Read Only Read Only Read Only Read Only

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

For the Employee Apps Starter license, the data storage limit is 20 MB per user license, and the file storage limit is 2 GB per user license.

For the Employee Apps Plus license, the data storage limit is 20 MB per user license for EE editions, and 120 MB per user license for UE editions. File storage limit is 2 GB per user license.

Salesforce Files with Chatter enabled lets you share files in a group, feed, and post a file to a record. With Salesforce CRM Content enabled, Files gives you access to Libraries, content deliveries, and file tagging. Salesforce Files Sync is not available in Communities.

Library administrators can manage library permissions to determine the level of access users have to content libraries.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Customer

Community

Customer

Community Plus

Partner

Community

Employee Apps

Starter

Employee Apps

Plus

Roles and

Advanced Sharing

Sharing Sets

Salesforce1 Mobile

App

Send Email

Thanks Badges

Tokens

Create, Read, Edit,

Delete

Create, Read, Edit,

Delete

Workflow Approvals

SEE ALSO:

Authenticated Website User Licenses

Partner Portal User Licenses

Customer Portal User Licenses

Database.com User Licenses

User License Description

Database.com Admin Designed for users who need to administer

Database.com, or make changes to

Database.com schemas or other metadata using the point-and-click tools in the

Database.com Console.

Default

Number of

Available

Licenses

Database.com

Edition: 3

EDITIONS

Available in: Salesforce

Classic

Available in: Database.com

Edition

A user with a Partner Community license must be associated with a business account that is enabled as a partner account. Partner users can’t be associated with person accounts.

Partner users can’t see emails in the case feed.

Thanks features are available in orgs where Chatter is enabled. Thanks badges from internal orgs are not available in Communities, so admins with a Salesforce internal license must create the badges they want to appear. Additional Work.com features, including goals, coaching, and feedback are not available in community orgs.

Customer Community license holders can submit for approval, but don’t have access to approve anything.

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Set Up and Maintain Your Salesforce Organization

User License

Database.com User

Database.com Light User

Licenses Overview

Description Default Number of

Available Licenses

Designed for users who need Database.com access to data stored in Database.com.

Database.com

Edition: 3

Enterprise, Unlimited, and Database.com

Edition: 0

Contact

Database.com to obtain Database.com

User Licenses

Designed for users who need only Database.com access to data, need to belong to Database.com groups (but no other groups), and don't need to belong to roles or queues. Access to data is determined by organization-wide sharing defaults.

Database.com

Edition: 0

Enterprise, Unlimited, and Database.com

Edition: 0

Contact

Database.com to obtain Database.com

Light User Licenses

SEE ALSO:

Service Cloud Portal User Licenses

Service Cloud Portal users have the High Volume Customer Portal license. This license gives contacts unlimited logins to your Service Cloud Portal to access customer support information. Users with this license can access accounts, assets, cases, contacts, custom objects, documents, ideas, and questions, depending on their permission settings.

The Overage High Volume Customer Portal license is the same as the High Volume Customer Portal license, except that users do not have unlimited logins. Contact Salesforce for information about the number of Customer Portal licenses you can activate.

This table lists the permissions that can be assigned to Service Cloud portal users.

Create Read Update

Accounts

Assets

Cases

Contacts

Custom Objects

EDITIONS

Available in: Salesforce

Classic

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

Delete

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Create Read Update Delete

Documents

Ideas

Knowledge

Price Books

Products

Questions and Answers

Solutions

Work Orders

SEE ALSO:

Sites and Site.com User Licenses

Sites and Site.com users can have Guest User or Site.com Only user licenses.

Guest

User

Designed for public users who access your Site.com or Force.com sites. If

Communities is enabled, these users also have access to public pages in your communities. Site visitors have access to any information made available in an active public site. For each Guest User license, you can develop one site for your organization.

For Site.com, Developer, Enterprise, Unlimited, and Performance Editions each come with unlimited Guest User licenses.

For Force.com sites, Enterprise, Unlimited, and Performance Editions come with

25 Guest User licenses. Developer Edition comes with one Guest User license.

Note:

•

You can't purchase additional Guest User licenses for Force.com sites.

•

The Authenticated Website high-volume portal user license is specifically designed to be used with Force.com sites. Because it's designed for high volumes, it should be a cost-effective option to use with Force.com sites.

Site.com

Only

Designed for Performance, Unlimited, and Enterprise Edition users who need access to Site.com but not to standard CRM functionality. Site.com Only users are entitled to the same rights as Force.com - One App users, plus they have access to the Content app. However, they don't have access to the Accounts and Contacts objects. Users have access to an unlimited number of custom tabs but are limited to the use of one custom app, which is defined as up to 20 custom objects.

EDITIONS

Available in: Salesforce

Classic

Edition requirements vary by user license type.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Each Site.com Only user also needs either a Site.com Contributor or Site.com Publisher feature license to access

Site.com.

SEE ALSO:

Authenticated Website User Licenses

Platform portal users have the Authenticated Website license, which is designed to be used with

Force.com Sites. It gives named sites users unlimited logins to your Platform Portal to access customer support information.

The Overage Authenticated Website license is the same as the Authenticated Website license, except that users do not have unlimited logins.

Note:

This table lists the permissions that can be given to Authenticated Website users.

Create Read Update

Contracts

Documents

Ideas

Knowledge

Orders

Price Books

Products

Custom Objects

EDITIONS

Available in: Salesforce

Classic

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

Delete

SEE ALSO:

221

Set Up and Maintain Your Salesforce Organization Licenses Overview

Customer Portal User Licenses

Users of a Customer Portal site have the Customer Portal Manager Standard license.

EDITIONS

Note: Starting with Summer ’13, these licenses are only available for organizations that already have a Customer Portal. If you don’t have a Customer Portal but want to easily share information with your customers, see

on page 210.

It allows contacts to log in to your Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Standard license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile. This standard profile lets users view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy. These users can also view and edit cases where they are listed in the

Contact Name

field.

Available in: Salesforce

Classic

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

Users with the Customer Portal Manager Standard license can:

•

View contacts, price books, and products.

•

View and edit accounts and cases.

•

Create and edit assets.

•

Create, view, edit, and delete custom objects.

•

Access custom objects depending on their permissions.

•

Receive the “Portal Super User” permission.

•

Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.

The Overage Customer Portal Manager Standard license is the same as the Customer Portal Manager Standard license, except that users are limited to one login per month.

Note: Once orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are assigned to a standard profile and these object permissions aren’t appropriate for them, consider creating custom profiles that don’t include these object permissions.

This table lists the permissions that can be given to Customer Portal users.

Create Read Update Delete

Accounts

Assets

Cases

Contacts

Contracts

Custom Objects

Documents

Ideas

Knowledge

Orders

Price Books

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Set Up and Maintain Your Salesforce Organization

Create

Products

Reports and Dashboards

Solutions

Questions and Answers

Read Update Delete

Licenses Overview

Note:

•

To create and edit reports in communities, the user also needs the “Create and Customize Reports,” “Report Builder,” and

“Edit My Reports” permissions. These permissions allow users to create and edit reports in communities, not portals. By default, reports and dashboards are read-only. For more information see, Set Up Report Management for External Users—Create and

Edit Reports .

SEE ALSO:

Customer Portal—Enterprise Administration User Licenses

EDITIONS

Note:

Starting with Summer ’13, these licenses are only available for organizations that already have a Customer Portal. If you don’t have a Customer Portal but want to easily share information with your customers, see

on page 210.

You can associate users who have a Customer Portal Manager Custom license with the Customer

Portal User profile or a profile cloned and customized from the Customer Portal User profile, which lets them view and edit data they directly own and view, create, and edit cases where they're listed in the

Contact Name

field.

Users with this license can:

Available in: Salesforce

Classic

Available in: Enterprise,

Performance, Unlimited, and Developer editions

•

Create, read, or update accounts, assets, and cases.

•

View contacts.

•

View custom objects and run reports depending on their permissions.

•

Receive the “Portal Super User” and “Delegated External User Administrator” permissions.

•

Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.

The Overage Customer Portal Manager Custom license is the same as the Customer Portal Manager Custom license, except that users do not have unlimited logins. Contact Salesforce for information about the number of Customer Portal licenses you can activate.

This table lists the permissions that can be given to Customer Portal—Enterprise Administration users.

223

Set Up and Maintain Your Salesforce Organization

Create

Accounts

Assets

Cases

Contacts

Contracts

Custom Objects

Documents

Ideas

Knowledge

Orders

Price Books

Products

Reports and Dashboards

Solutions

Questions and Answers

Read Update Delete

Licenses Overview

Note:

•

To create and edit reports in communities, the user also needs the “Create and Customize Reports,” “Report Builder,” and

Edit Reports .

SEE ALSO:

Partner Portal User Licenses

Partner Portal users have the Gold Partner user license. They can only access Salesforce using the partner portal.

Note:

•

Starting in Summer ’13, this license is no longer available for organizations that aren’t currently using the partner portal. If you don’t have a partner portal but want to easily share information with your partners, see

on page 210.

•

Once orders are enabled, standard profiles automatically include all object permissions for orders, as well as read access for products and price books. If your external users are

EDITIONS

Available in: Salesforce

Classic

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

224

Set Up and Maintain Your Salesforce Organization Licenses Overview assigned to a standard profile and these object permissions aren’t appropriate for them, consider creating custom profiles that don’t include these object permissions.

This table lists the permissions that can be given to Partner Portal users.

Create Read Update Delete

Accounts

Approvals

Assets

Campaigns

Cases

Contacts

Contracts

Custom Objects

Documents

Ideas

Knowledge

Leads

Opportunities

Orders

Price Books

Products

Reports and Dashboards

Solutions

Questions and Answers

Note:

•

A partner portal user can create and edit campaigns in a community but not in a legacy portal. For the Partner Community license, to read, create, and edit campaigns in the user interface, the partner user also needs the “Marketing User” permission.

With these permissions, a partner user can: search for and add their contacts or leads as campaign members, access reports on their campaigns, and mass-email or mass-assign their contacts and leads on a campaign.

To create and edit reports in communities, the user also needs the “Create and Customize Reports,” “Report Builder,” and

“Edit My Reports” permissions. These permissions allow users to create and edit reports in communities, not portals. By default,

225

Set Up and Maintain Your Salesforce Organization Licenses Overview reports and dashboards are read-only. For more information see, Set Up Report Management for External Users—Create and

Edit Reports .

SEE ALSO:

What Are Permission Set Licenses?

Permission Set Licenses

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

IN THIS SECTION:

Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.

Assign a Feature Permission Set License and Permission Set

View Your Salesforce Org’s Permission Set Licenses

View the permission set licenses your organization has purchased to know what you have available to assign to your users.

Assign a Permission Set License to a User

You might need to assign a permission set license to a user before you can assign some permissions.

The availability of each permission set license depends on the edition requirements for permission sets and the related feature.

Remove a Permission Set License from a User

First remove or modify the relevant assigned permission sets that require the license, and then remove the assigned permission set license.

SEE ALSO:

What Are Permission Set Licenses?

Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.

Tip: Permission sets and permission set licenses have different purposes. Read on to save yourself some trouble later.

•

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.

You can create a permission set for a specific feature’s permission set license. Enable the selected permission set license permissions within the permission set. Then, users assigned to the permission set are granted the functionality in it that you chose.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

The availability of each permission set license depends on the edition requirements for permission sets and the related feature.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

You can also create a permission set that is not specific to a single user license or permission set license. First, assign users to the permission set licenses you want. Then, assign them to the permission set you created and enable the permissions you need.

Note: Salesforce validates if users have the licenses required for a permission set. If you assign users to a permission set who don’t have the user permissions required, you receive an assignment error.

Check out this table for examples of how different permission set and permission set license combinations affect users. Most features backed by permission set licenses require that you create a permission set for its permissions, but not all do. The Sales Console permission set license comes with a permission set already created for you.

Example Use Case

Associate a permission that is backed by a single permission set license, such as

Identity Connect, with a permission set.

What You’d Do Result

1. Create a permission set. In the license dropdown menu, select Identity

Connect.

2. Notice that the permission set settings page shows only the settings available with the Identity Connect permission set license. Enable Use Identity

Connect.

Users assigned to the permission set are granted the Identity Connect permission.

Associate permissions that are backed by more than one permission set license with a permission set. For example, you could associate the following permission set licenses with a single permission set you create:

•

Identity Connect

•

Dialer Inbound User

•

Dialer Outbound User

1. Assign the Identity Connect, Dialer

Inbound User, and Dialer Outbound

User permission set licenses to the users who need them.

Users assigned to the permission set are granted the Identity Connect, Dialer

Inbound Calls, and Dialer Outbound Calls permissions.

2. Create a permission set. In the license dropdown menu, select --None--.

3. In your permission set, enable the following permissions:

• Use Identity Connect

• Access Dialer Inbound Calls

• Access Dialer Outbound Calls

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Set Up and Maintain Your Salesforce Organization Licenses Overview

Example Use Case What You’d Do Result

Associate a permission that is backed by a permission set license and also include other user permissions. For example, you could create a permission set with the permissions backed by the Identity Connect permission set license and also include the Lightning

Experience User permission.

1. Assign the Identity Connect permission set license to the users who need it.

Users assigned to the permission set are granted the Identity Connect and Lightning

Experience User permissions.

2. Create a permission set. In the license dropdown menu, select --None--.

3. In your permission set, enable the following permissions:

• Use Identity Connect

• Lightning Experience User

SEE ALSO:

App and System Settings in Permission Sets

Create Permission Sets

Assign a Feature Permission Set License and Permission Set

Make sure to follow instructions for your permission set license-related feature. You can’t add permission sets that are associated with permission set licenses to managed packages.

Note: If you purchased a license that comes with standard permission sets, such as Sales

Console User, permission sets are auto-generated for you.

1. From Setup, enter

Company Information

in the

Quick Find

box, then select

Company Information and scroll down to Permission Set Licenses.

You can see how many permission set licenses are available and have already been assigned.

You can also see how many types of permission set licenses you have for different features.

2. From Setup, enter

Permission Sets

in the

Quick Find

box, then select Permission

Sets.

3. Click New.

4. Enter your permission set information.

5. For License, select the license to associate with this permission set.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To assign a permission set license:

•

Manage Users

To assign a permission set to users:

•

Assign Permission Sets

228

Set Up and Maintain Your Salesforce Organization Licenses Overview

When you select a specific permission set license, any user assigned to the permission set is auto-assigned the permission set license.

If you select --None--, you must manually assign the permission set license to users before you can add them to the new permission set.

6. Select the feature permissions to enable for your permission set. Use

Find Settings

to search for them quickly. Refer to the documentation for your feature to see which permissions are available with a specific permission set license.

Example: Let’s say you purchased an Identity Connect permission set license. This permission set license contains a permission that grants access to the Identity Connect product features, such as providing Active Directory integration. To grant a user access to this permission:

•

Ensure that the user has the Identity Connect permission set license. Users who don’t have the associated permission set license for a permission set you create can’t use the permission set. You can check which permission set licenses a user has by viewing the Permission Set License Assignments section of the user detail page.

•

Create a permission set and name it something like “Identity Connect Permissions.” From License, choose Identity Connect.

While still in the permission set, go to

Find Settings

, search for Identity Connect, and select the Use Identity Connect system permission.

•

Assign a user to the permission set.

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Set Up and Maintain Your Salesforce Organization Licenses Overview

View Your Salesforce Org’s Permission Set Licenses

View the permission set licenses your organization has purchased to know what you have available to assign to your users.

1. From Setup, enter

Company Information

in the

Quick Find

box, then select

Company Information.

2. View the Permission Set Licenses related list.

For information on purchasing permission set licenses, contact Salesforce.

SEE ALSO:

Assign a Permission Set License to a User

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To view permission set licenses:

•

View Setup and

Configuration

Assign a Permission Set License to a User

You might need to assign a permission set license to a user before you can assign some permissions.

Tip: Before beginning, check if the permission set license is already associated with a permission set. If so, save yourself time and simply assign the user to that permission set. If not, you might need to assign the permission set license to users to grant them access to the permission set license functionality.

1. From Setup, enter

Users

in the

Quick Find

box, then select Users.

2. Click the name of the user to whom you want to assign the permission set license.

3. In the Permission Set License Assignments related list, click Edit Assignments.

4. Select the permission set license to assign.

Add the related permission to a permission set and then assign that permission set to the user.

Note: After assigning the CRM User, Sales User, or Service User permission set license, assigning a permission set isn’t required.

SEE ALSO:

Remove a Permission Set License from a User

Permission Sets

Assign Permission Sets to a Single User

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To assign a permission set license:

•

Manage Users

230

Set Up and Maintain Your Salesforce Organization Licenses Overview

Remove a Permission Set License from a User

First remove or modify the relevant assigned permission sets that require the license, and then remove the assigned permission set license.

1. Identify the permission that requires the permission set license you want to remove.

2. Make sure that permission isn’t assigned to the user through a permission set. You can do that in one of these ways.

•

Remove the permission from the permission sets assigned to the user

•

Remove the permission set

from the user’s assigned permission sets

3. From Setup, enter

Users

in the

Quick Find

box, then select Users.

4. Click the name of the user whose permission set license you want to remove.

5. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.

SEE ALSO:

View Your Salesforce Org’s Permission Set Licenses

Assign a Permission Set License to a User

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

USER PERMISSIONS

To remove a permission set license:

•

Manage Users

Feature Licenses Overview

A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or Work.com. Users can be assigned any number of feature licenses.

•

View the feature licenses enabled for your organization

•

Enable users to use a feature

•

See all feature licenses currently available in Salesforce

Depending on the features that are enabled for your organization, you might be able to assign more than one type of feature license to your users.

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Edition requirements vary for each feature licenses.

IN THIS SECTION:

View Your Organization’s Feature Licenses

View the feature licenses your company has purchased to know what you have available to assign to your users.

Enable a Feature License for a User

You can enable a feature for a user in your organization when creating or editing that user.

Available Feature Licenses

Assign one or more of these additional feature licenses to users so that they can access features not included in their user license.

SEE ALSO:

231

Set Up and Maintain Your Salesforce Organization Licenses Overview

View Your Organization’s Feature Licenses

View the feature licenses your company has purchased to know what you have available to assign to your users.

1. From Setup, enter

Company Information

in the

Quick Find

box, then select

Company Information.

2. See the Feature Licenses related list.

For information on purchasing feature licenses, contact Salesforce.

SEE ALSO:

Available Feature Licenses

Enable a Feature License for a User

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

USER PERMISSIONS

To view feature licenses:

•

View Setup and

Configuration

Enable a Feature License for a User

You can enable a feature for a user in your organization when creating or editing that user.

1. In Setup, enter

Users

in the

Quick Find

box, then select Users.

2. In the user list view, click a user’s name.

3. On the User Detail page, select the checkbox next to the feature license you want to enable for that user.

You can enable more than one feature license for a single user.

4. Click Save.

SEE ALSO:

Edit Users

Add a Single User

Available Feature Licenses

View Your Organization’s Feature Licenses

Available Feature Licenses

Assign one or more of these additional feature licenses to users so that they can access features not included in their user license.

Feature License

Chatter Answers User

Force.com Flow User

Enables a User to

Access Chatter Answers. This feature license is automatically assigned to high-volume portal users who self-register for Chatter Answers.

Run flows.

EDITIONS

Available in: both Salesforce

Classic and Lightning

Experience

Available in: Enterprise,

Performance, Unlimited, and Developer Editions

USER PERMISSIONS

To enable feature licenses:

•

Manage Internal Users

EDITIONS

Available in: Salesforce

Classic and Lightning

Experience

Available in: Professional,

Enterprise, Performance,

Unlimited, and Developer

Editions

232

Set Up and Maintain Your Salesforce Organization Licenses Overview

Feature License

Knowledge User

Live Agent User

Marketing User

Mobile User

Offline User

Salesforce CRM Content User

Service Cloud User

Site.com Contributor User

Site.com Publisher User

Work.com User

Enables a User to

Access Salesforce Knowledge.

Access to Live Agent.

Create, edit, and delete campaigns, configure advanced campaign setup, and add campaign members and update their statuses with the Data Import Wizard.

Access Salesforce Mobile Classic.

Access Connect Offline.

Access Salesforce CRM Content.

Access the Salesforce Console for Service.

Note: Access to the Salesforce Console for Sales requires the

Sales Console User permission set license.

Edit site content on Site.com Studio.

Create and style websites, control the layout and functionality of pages and page elements, and add and edit content on Site.com

Studio.

Access to Work.com objects and permissions.

Enable a Feature License for a User

View Your Salesforce Org’s Usage-Based Entitlements

Usage-based Entitlements

EDITIONS

Some entitlements are persistent. These entitlements give your Salesforce org a set number of the resource, and the amount allowed doesn’t change unless your contract is changed. For example, if your company purchases monthly subscriptions for 50 members to access a Partner Community, you can assign up to 50 individuals the ability to log into the community as many times as they want.

Available in: Salesforce

Classic and Lightning

Experience

Available in: Enterprise,

Performance, and

Unlimited Editions

Other entitlements are not persistent; these work like credit. Your org can use up to the amount allowed of that entitlement over the time indicated by the resource’s frequency. If the entitlement has a frequency of Once, your org will have to purchase more of the resource to replenish the allowance. If the entitlement has a frequency of Monthly, the start and end of the month is determined by your contract, rather than the calendar month.

For example:

233

Set Up and Maintain Your Salesforce Organization Licenses Overview

•

Company A purchases 50 monthly logins for a Partner Community, and on January 15 that org has a pool of 50 logins. Each time someone logs in, one login is used. On February 15, no matter how many were used in the previous month, the pool is refreshed and 50 logins are available through March 14.

•

Company B purchases 2,000 records for Data.com list users with an end date of May 15. That org’s list users can add or export up to

2,000 records until that date. If the org reaches that limit before May 15, the Data.com list users won’t be able to add or export additional records. To unblock users, Company B can purchase additional allowance for that resource.

Note: If your org has multiple contracts with the same

Resource

and the

Resource ID

(tenant)

, you will still only see one row for that entitlement, but the data in that row will reflect your combined contracts. In this case,

Start Date

reflects the earliest start date among those contracts, and

End Date

reflects the latest end date among those contracts.

Like feature licenses, usage-based entitlements don’t limit what you can do in Salesforce; they add to your functionality. If your usage exceeds the allowance, Salesforce will contact you to discuss additions to your contract.

IN THIS SECTION:

Look at your company’s usage-based entitlements to know which resources your org is entitled to.

Usage-based Entitlement Fields

The Usage-based Entitlements related list displays the following information. These fields aren’t editable, and they are only visible if your Salesforce org is entitled to a resource.

SEE ALSO: