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Salesforce Platform License: A Comprehensive Guide

A Salesforce Platform License is:

  • Custom and AppExchange Access: Enables users to access custom apps and those from AppExchange, excluding standard CRM functionality.
  • Core Functionality: Includes access to fundamental features like accounts, contacts, custom tabs, reports, dashboards, and documents.
  • Restricted Access: Limits the range of standard objects and the number of custom objects.
  • Tiered Options: Offers Platform Starter and Platform Plus licenses with varying access levels.

Introduction to Salesforce Platform Licensing

Salesforce Platform License

In Customer Relationship Management (CRM), Salesforce Platform Licensing is crucial for businesses leveraging Salesforce products.

This section elucidates:

  • Diverse Licensing Landscape: Salesforce offers a range of licenses, each tailored to specific user needs and business scenarios. The distinction between Salesforce Editions and Licenses is critical to effective CRM strategy implementation.
  • Tailored Access: Salesforce licenses are intricately designed to cater to different user roles within an organization, providing access to varied functionalities and features as per business requirements.
  • Strategic CRM Management: Proper comprehension of Salesforce licensing ensures optimized usage, cost-effectiveness, and adherence to compliance standards, vital for successful CRM management.

Navigating Salesforce licensing is not just about compliance; it’s about harnessing the full potential of Salesforce’s capabilities to drive business growth.

Understanding Salesforce User Licenses vs. Feature Licenses

Understanding Salesforce User Licenses vs. Feature Licenses

Salesforce’s licensing framework is segmented into User Licenses and Feature Licenses, each serving distinct purposes:

Salesforce User Licenses

  • Baseline Access: User Licenses determine the fundamental level of features a user can access. Each user is assigned one User License, shaping their essential Salesforce experience.
    • Examples include Salesforce, Identity, and Platform Starter licenses.
  • Tailored to Roles: These licenses are designed to align with specific user roles, ensuring that users have the necessary tools and functionalities for their job responsibilities.

Salesforce Feature Licenses

  • Enhanced Functionalities: Feature Licenses grant access to additional Salesforce features not included in the base User License.
    • They augment a user’s capabilities beyond the base edition.
    • Examples: Marketing User, Flow User, Knowledge User, and Service Cloud User.
  • Multiple Assignments: Unlike User Licenses, a user can be assigned multiple Feature Licenses, enabling a more customized and feature-rich Salesforce experience.

The selection between User and Feature Licenses hinges on the specific needs of users within an organization.

User Licenses form the foundation of a user’s access, while Feature Licenses extend this access, providing additional functionalities tailored to the user’s role and responsibilities.

Understanding this dichotomy is essential for maximizing the benefits of Salesforce within your organization, ensuring users can access the tools they need for optimal performance and productivity.

Exploring Salesforce Platform Licenses

salesforce platform licensing

Navigating through Salesforce Platform Licensing involves understanding two key offerings: Platform Starter and Platform Plus.

These licenses, integral to Salesforce’s suite, offer unique functionalities and access levels.

Platform Starter License

  • Access and Limitations: Grants access to core Salesforce functionalities like Accounts, Contacts, Reports, and essential automation tools.
  • Custom Object Availability: Limited to 10 custom objects, catering to businesses with moderate customization needs.

Platform Plus License

  • Enhanced Capabilities: Offers extended functionalities compared to the Platform Starter.
  • Increased Custom Object Access: Provides access to 110 custom objects, suitable for businesses requiring extensive customization and data management capabilities.

Your organization’s specific requirements should guide the choice between Platform Starter and Platform Plus regarding custom object usage and the extent of functionality needed.

Both licenses coexist with other Salesforce licenses like Sales Cloud and Service Cloud, offering flexibility and scalability.

Top 5 Best Practices in Salesforce Platform Licensing

Top 5 Best Practices in Salesforce Platform Licensing

Effectively managing Salesforce Platform Licensing is crucial for maximizing the platform’s potential and ensuring compliance.

Here are the top five best practices:

  1. Regular Review of License Types
    • Periodically assess the types of licenses in use and their relevance to current business needs.
    • This practice helps identify any unnecessary expenses or unutilized licenses.
  2. Aligning Licenses with User Roles and Business Needs
    • Match licenses to the specific roles and responsibilities of users in your organization.
    • Ensure that each user can access the necessary tools and features without over-licensing.
  3. Staying Updated with Salesforce’s Evolving Licensing Policies
    • Keep abreast of any changes or updates in Salesforce’s licensing policies.
    • This knowledge is crucial for maintaining compliance and leveraging new features or adjustments in licensing terms.
  4. Leveraging the Full Potential of Salesforce Platform Licenses
    • Utilize the full range of functionalities offered within your Salesforce platform licenses.
    • Explore and implement features that can enhance efficiency and productivity within your organization.
  5. Ensuring Compliance with Salesforce Licensing Terms
    • Regularly check and ensure that your organization’s use of Salesforce complies with the agreed-upon licensing terms.
    • Avoid potential legal and financial repercussions by adhering to licensing agreements.

FAQ on Salesforce Platform License

  1. What is the difference between Platform Starter and Platform Plus licenses?
    • Platform Starter offers basic access to core Salesforce functionalities, while Platform Plus provides enhanced capabilities and access to more custom objects.
  2. Can I switch between Platform Starter and Platform Plus licenses?
    • Yes, but the process depends on your Salesforce agreement. Contact Salesforce support for guidance.
  3. Are there any discounts for nonprofits on Salesforce Platform licenses?
    • Salesforce offers discounts to eligible nonprofit organizations. Check their nonprofit pricing for details.
  4. How do I know if a Salesforce Platform license is right for my user?
    • Evaluate the user’s role and access needs. Platform licenses are ideal for users needing access to custom apps without full CRM capabilities.
  5. Can Platform licenses access standard Salesforce CRM functionalities?
    • No, they’re designed for custom apps and specific Salesforce functionalities, excluding standard CRM features.
  6. What kind of support comes with Salesforce Platform licenses?
    • Support options vary by your Salesforce agreement. Standard support is included, with additional levels available for purchase.
  7. How does Salesforce Platform licensing affect my overall Salesforce strategy?
    • Choosing the right licenses can optimize costs and ensure users have the necessary access, impacting overall efficiency and CRM strategy.
  8. Is it possible to use both Salesforce CRM and Platform licenses within the same organization?
    • Organizations can mix and match license types to fit different user needs.
  9. What are the limitations of custom objects in Platform licenses?
    • Platform Starter is limited to 10 custom objects, while Platform Plus allows for 110.
  10. How do I manage and monitor the usage of Platform licenses?
    • Use Salesforce’s built-in administration tools to track license allocation, usage, and compliance with your licensing agreement.

Author

  • Fredrik Filipsson

    Fredrik Filipsson brings two decades of Oracle license management experience, including a nine-year tenure at Oracle and 11 years in Oracle license consulting. His expertise extends across leading IT corporations like IBM, enriching his profile with a broad spectrum of software and cloud projects. Filipsson's proficiency encompasses IBM, SAP, Microsoft, and Salesforce platforms, alongside significant involvement in Microsoft Copilot and AI initiatives, enhancing organizational efficiency.