Salesforce License Usage Test

Salesforce provides the following types of licenses:

  • User license: The user license specifies which feature or functionality a user can access on salesforce. Each user must have one license. The users are assigned for the data access through their user-profile and optionally using one or more permission sets.

    Salesforce User licenses are divided into the following types:

    User License Type Description
    Salesforce The Salesforce license type is the Standard user license designed for the users who need complete access to the standard CRM and Salesforce AppExchange applications. The users with this license can access any standard or custom application.
    Salesforce Platform This license type is for those users who only want to have access to custom or AppExchange App without the standard CRM functionalities. With the license, the users can access the core platform functionalities, e.g., accounts, contacts, dashboards, reports, and documents. Users can also access the custom apps deployed in the organization or installed from Salesforce AppExchange.
    Lightning Platform - Force.com - One App The lightning platform is designed for those users who require to access one custom app but don't need the standard CRM functionality. It provides the same features authorization as the salesforce platform user, but additionally, they have access to an unlimited number of custom tabs. The users with this license can only access the one custom app specified upto ten custom objects.
    Com-Free App The force.com-free App license is available for users who only require single custom applications without standard CRM functionality. It contains the same features as Force.com-One app except for the access of accounts and Contacts.
    Knowledge Only User the license is designed for the User who only requires access to the salesforce knowledge app. This license includes authorization of different tabs, such as Articles, Article Management, Home, Reports, Chatter, Files, Profile, Custom objects, and custom tabs. It also includes the knowledge only profiles that provide access to the Article Tabs using the "View Article" user permission.
    Content Only User The content-only user license is available for the users who want to access the salesforce CRM Content only. It also includes the access to the following tabs: Workspaces, Content, Subscriptions, Ideas and Home
    Guest User The Guest user license is designed for the public users who want to access the force.com site or Salesforce Sites. These public users can also access the public pages in the communities if the Communities option is enabled. The visitors can view the information that is available on the active public site. For each guest user, one can create one site for the organization.
    Customer Portal Manager Standard

    The customer portal manager standard is designed for the contacts who want to view or access the customer support information by logging to the Customer Portal. The contacts users can have access to view and edit the data owned by them or other users in the Customer Portal role hierarchy.

    It also provides access to the users to edit and view the cases in which they are involved. Users can also access the custom objects according to their profile and get the "Portal Superuser" permission.
    Customer Portal Manager Custom The customer Portal manager custom is an advanced version of the customer portal manager standard. It allows the users to run reports according to their profile and receive the "Delegated Portal User Administration" Permission.
    High Volume Customer Portal User The high-volume customer portal user is designed for the users who want to access the Org's customer support information. The users with this license don't have roles, don't appear in the role hierarchy, and can only access particular records as per the specific criteria. These users can also have access of the following features according to their profile settings: Accounts, Assets, Cases, Contacts, Custom Objects, Documents, Ideas and Question
    Chatter Only License

    The chatter only user license is also termed as Chatter plus license. This license is designed for those users who want access to chatter with some additional Salesforce objects but don't have a salesforce license. It is available only for the existing chatter plus users.

    The User with this license can be chatter moderates, including the accessibility of Standard Chatter people, profiles groups, and files pages.
    Chatter Free License The chatter-free license is designed for those users who want to access chatter only without having the Salesforce license. The users can access the standard chatter features such as profiles, groups, and files. The users are not allowed to access any salesforce object or data.
    Chatter External The chatter external license is for users who are outside of the company's email domain. Chatter external users can be known as customers. The users can access the group's information in which they are invited and can also interact with other users within the group.

  • Feature license: The feature license authorizes the users to access additional features available in the salesforce that are not included in their user license, e.g., Marketing or WDC. A user can have any number of feature licenses.

    Salesforce supports the following types of Feature licenses:

    User License Type Enables A User To
    Chatter Answers User Access Chatter Answers. This feature license is automatically assigned to high-volume portal users who self-register for Chatter Answers.
    Flow User Run flows
    Knowledge User Access Salesforce Knowledge
    Chat User Access to Chat
    Marketing User Create, edit, and delete campaigns, configure advanced campaign setup, and add campaign members and update their statuses with the Data Import Wizard
    Offline User Access Connect Offline
    Salesforce CRM Content User Access Salesforce CRM Content
    Service Cloud User Access the Salesforce Console for Service
    Site.com Contributor User Edit site content on Site.com Studio
    Site.com Contributor User Edit site content on Site.com Studio
    Site.com Publisher User Create and style websites, control the layout and functionality of pages and page elements, and add and edit content on Site.com Studio
    WDC User Access to WDC objects and permissions

Periodically, administrators must track how licenses of each of these types are utilized, so as to optimize license usage and to plan for growth. This can be achieved using the Salesforce License Usage test!

This test monitors the usage of the different types of User and Feature licenses, and alerts administrators if the organization is fast running out of any license type. Based on these insights, administrators can determine which licenses are to be replenished quickly to ensure business continuity.

Target of the test : A Salesforce organization

Agent deploying the test : A remote agent.

Outputs of the test : One set of results for every type of User license and Feature license in use in the target Salesforce organization

Configurable parameters for the test
Parameters Description

Test Period

How often should the test be executed.

Host

The host for which the test is to be configured.

Email

This test needs to login to the target Salesforce organization as a user with Administrative rights, in order to run API commands on it and pull metrics. To facilitate this connection, specify the email ID of the Administrator of the Salesforce organization here.

Password

Specify the password of the Administrator here.

Confirm Password

Confirm the administrator password by retyping here.
Measurements made by the test
Measurement Description Measurement Unit Interpretation

Status

Indicates whether this type of license is currently active or inactive.

Number

The values that this measure reports and the numeric values that map to them is as follows:

Measure Value Numeric Value
Active 1
Inactive 0

Note:

By default, this measure reports the Measure Values listed in the table above to indicate the current status of a license type. In the graph of this measure however, the same is indicated using the numeric equivalents only.

Total licenses

Indicates the total number of licenses of this type currently granted to the target Salesforce organization.

Number

 

Used license

Indicates the number of licenses of this type currently in use.

Number

If the value of this measure is the same as or close to the value of the Total licenses measures for any license type, then it means that that license type is being over-utilized. It also indicates that the organization is either about to or has

Remaining license

Indicates the number of unused licenses of this type.

Number

Ideally, the value of this measure should be high. A very low value is indicative of excessive license usage. A low value is also a sign that its about time you started to plan the purchase of additional licenses.

License usage

Indicates the percentage of licenses of this type that are in use.

Percent

A value close to 100% indicates that licenses of that type are about to be exhausted. To ensure the uninterrupted usage of Salesforce for your critical business operations, you will have to add more licenses of the type before this value touches 100%.