Licenses Flashcards
What are the 2 main types of SF Licenses?
Settings Licenses & Product Licenses
List the 3 types of Settings Licenses
Platform, User & Permission Set
What is a Product License comprised of?
Editions and Add-On’s
What are the types of SF editions?
Essentials, Professional, Enterprise, Unlimited
How many platform licenses must an Edition contain?
At least one
How many user licenses must an Edition contain?
0, 1 or more licenses
What licenses do Add-ons contain?
Can include one or more platform licenses, user licenses, permission set licenses or all three
What are Permissions & Preferences (perms & prefs) linked to?
Settings licenses
Define Permissions & Preferences
- Access to specific functionality for an org or individual users2. Metadata settings that configure product functionality
What is a perm?
Control access to features & security - such as Chat
What is a pref?
Settings that a user defines - such as timezone or password
What are the 4 types of perms & prefs?
- Platform level perms
- Platform level prefs
- User level perms
- User level prefs
Who sets platform level perms?
Provisioning team based on licenses purchased
Who sets platform level prefs?
Can be turned off and on by admin
What is an example of a platform level perm?
Creating custom objects or making API requests
What is an example of a platform level pref?
Language or Timezone settings
Define profile and permission sets?
Subset of functionality defined in a user or permission set license
How can you match sandbox licenses to Production?
- Refresh
2. Use Match Production Licenses tool
What are some of the key SF license editions
- Sales Cloud
- Service Cloud
- Sales + Service Cloud
- Lightning Platform
- Experience Cloud
What are some features only available on Sales cloud?
- Quote
- Contracts
- Opportunity Split
What are some features only available in Service Cloud?
Omnichannel, Live Agent, Service Contracts, Milestones
What is Lightning Platform One App license?
DEPRECATED now
What are the 2 types of Lightning Platform licenses?
- Lightning platform light app
2. Lightning platform enterprise app
Describe the Lightning platform light app
10 custom objects & 10 tabs.
Read-only access to Accounts & Contacts
Describe the Lightning platform enterprise app
10 custom objects & 10 tabs.
Read-write access to Accounts & Contacts.
Record level sharing
Bulk API and Streaming API access.
Describe the Salesforce platform license
- Core platform functionality - accounts, contacts, reports, dashboards, documents & custom tabs
- No access to forecasts, leads, campaigns, opportunities
- Custom apps developed internally or App Exchange
What is the Company Community User license
- Used for employee communities
What access is available in the Company Community user license?
- Access to Accounts, Contacts, Cases, Documents
- Access to 10 custom objects and 10 custom tabs
- Use Content, Ideas, Assets, Identity Features
- Use Activities, Tasks, Calendar, Events
What licenses are required to support an Employee Community?
- Salesforce Platform User License
2. Company Community for Lightning Platform (or Enterprise) permission set license
What are the 5 Community type licenses?
- External apps
- Customer community
- Customer community plus
- Partner Community
- Channel Account
What is the role limit for Communities?
- Default is 50,000
- Max is 100,000
(Each account roughly has 3 roles underneath it - so use that when working out if there’ll be an issue with Sharing)
What is an External Identity license?
- Also known as Customer 360 license
- Standalone license to give identity services, like SSO and passwordless login to customers and partners
- Works with Community licenses
What profiles are available with External Identity license?
- External Identity User Profile
2. Default External Identity User Profile (locked down and Read-Only access)
What access do you get with the External Identity license?
Accounts, Contacts, Documents + 10 custom objects
What is an Identity Only License?
Extra licenses that can be purchased for employees to access identity services like SSO. Limited to 10 custom objects
What is the Identity Verification Credits add-on license?
Purchased to allow SMS mobile identity verification (e.g. for passwordless login)
