The Best Tips and Practices for Salesforce Platform License Guide

There are loads of various Salesforce licenses for the center Salesforce stage. In this article we will investigate two of the more current sorts that have been sent off: Platform Starter and Platform Plus (until as of late known as Lightning Platform and Lightning Platform Plus licenses). These ‘newcomers’ are accessible for Enterprise release or more.

Salesforce Licenses – Recap

• Sales Cloud
• Service Cloud
• Sales and Service Cloud (a combination of the two main “cloud” licenses; occasionally referred to as “CRM Lightning”)

 Platform Licenses in particular:

• Platform Starter (10 custom objects, available on Enterprise and Unlimited only)
• Platform Plus (110 custom objects, available on Enterprise and Unlimited only)

What are Platform Licenses?

The Platform licenses get their name based on the fact that they give the user access to the Salesforce Platform. This is the same Platform that Enterprise and Unlimited users access. But Platform licenses are a lot less expensive.

Here are a few instances of where the Platform licenses could be reasonable:

1. Your business uses Managed Packages for the majority of its processes
2. For a particular department that doesn’t use Opportunities (e.g., post-sales operations)
3. You have a non-standard business model – quite frequent for nonprofits, where you might be tracking applications or providing non-monetary goods or training.

Platform licenses include Accounts, Contacts and Reports as well as the automation tools that you know and love (e.g., Process Builder, Flow and Apex). They also include standard individual and mass emailing functionality. For a more complete breakdown you can also see this Salesforce Help article.

Contingent upon the permit you pick, you gain admittance to 10 or 110 custom articles for each client (Starter and Plus individually).

Important Suggestions:

• Contract limitations: Reproducing standard items. Salesforce is incredibly clear about this. On the off chance that you duplicate specific standard highlights utilizing custom methods, you should pay for those standard elements. The principle model is Opportunities and reproduces the usefulness to save money on cost. Salesforce makes an authorization move against this as you are breaking their agreements.

• 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 later on.

• If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
• At the point when you change a user’s license (e.g., among “Salesforce” and “Salesforce Platform”, as we’ll see later on) all the current Permission Sets are taken out from that client. You can simply reassign them back following the permit change assuming you’ve kept a note of them.
• Included data and file allowances change, depending on both, edition and number of licenses.
• Some features are more flexible than others : E.g., with these licenses you can sometimes buy more objects, rather than change to a different license type. Speak to your Salesforce Account Executive for more info.
• Freely accessible AppExchange items don’t combine with the 10 or 110 article limit.

Changing Salesforce Licenses

Sometimes you will see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination of these, and sometimes to “Salesforce Platform licenses”, which are Platform Starter and Platform Plus licenses.
In practical terms there is no difference, both types have the same standard interface. It’s just a matter of a few clicks to transfer users between one and the other (as many times as you like!) keeping in mind Tip #4 above, that you have to reapply any Permissions Sets each time.

All licenses are controlled through profiles. When you buy the relevant licenses you get a default profile for that license added to your edition, which you can clone and customize. You then simply assign a user to the specific profile and you can change your profile assignment as often as you like if your role changes.

To switch between a Platform and “normal” (e.g. Sales or Service) Sales Force license: in the User edit screen, simply change the “User License” and choose the correct Profile (basically it’s a dependent picklist).

Please read the official Salesforce documentation available at this link.