User Licensing & Management
- Former user (Deleted)
There are a number of licenses defined for Users within Salesforce.
Salesforce User License - this is a basic user license which is given to a user when they are active.
Included within User Licenses, are 'Flex' licenses - these are used for temporary staff, each 'Flex' license = 1 months use, so for 10 temporary staff who work 3 months we need 30 'flex' licenses.
Underneath the high level user licensing, we have 'Feature Licenses' - which dictate what a user is used for - such as Service Cloud, Chat, Flows etc.
Our License Totals
User Licenses -
91 Permanent Licenses (can be used all year round)
60 'Flex' licenses - equating to 20 Temporary Users using a license each for 3 months of the year. It's worth noting that Test Users and any Back Office user who does not need permanent access would also use a Flex license.
Feature Licenses -
105 Service Licenses
70 Live Chat Licenses
115 Flow, Markting, Offline & CRM Content Users
Permission Set Licenses -
These are part of a permission set which allows access to certain features - such as Einstein Inbox
5 Analytics Template Administration
105 Einstein Agent
31 Einstein Analytics Plus
115 Einstein Search
77 Einstein Inbox
10 Sales Console Users
10 Sales User
105 Service User
100 Standard Einstein Activity Capture
User Considerations
Where it is not indicated if a user is a 'Service' user, these are classed as 'Sales' users automatically - for instance, all of Corporate Team are 'Sales' users.
Before any new user is registered on Salesforce outside of Customer Service, Wine Advisor, New Business or Corporate, the user must gain approval from IT team before being granted a license.