Salesforce Licence vs Platform Licence
Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. CRM apps are anything that requires access to Standard Objects like...
Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality. Salesforce Platform users DO have access to the "core" Salesforce Standard Objects and functionality, like...
So, if a user only needs to access custom Force.com or AppExchange apps, it's OK to assign them a Salesforce Platform license. On the other hand, if a user needs access to any CRM functionality (eg Sales or Service Cloud), they must be assigned a Salesforce license.
Here is an excellent article on Salesforce Licences:
After assigning the user with the platform license you then have to go in and also assign them the Company Community for Force.com permission set license and THEN create a permission set that is not assigned to the platform license that includes cases and assign that to the user as well.
We were missing the last step which had us blocked. If that's where you are stuck, hopefully this helps!
Could you please also share the instructions with me? We are trying to set up some users with platform license and they will need access to the Cases.
Thank you in advance
Thank you :)
Could you please share the instructions with me ? Our company wants to give access to Cases object to users on Salesforce Platform licenses.
Thank you in advance
Cases can be made available to Salesforce Platform License via Permission Sets. Try the steps below:
1. Go to the User record and Select Permission Set License Assignments -> enable Company Community for Force.com check box and save.
2. Create new Permission Set with the Company Community for Force.com license
3. Edit your newly created permission set to show Cases. Under Object Settings -> Cases-> Tab Setting -> check "Available" & "Visible". Under Object Settings -> Cases -> Object Permissions -> check CRED and Save
4. Go back to the user and Select Assign Permission Set Assignment -> add newly created permission set
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If the dashboard is dynamic the only way for the platform user to be able to view it is if the creator of the dashboard has a Platform license; meaning that if your Sys Admin (w/ Salesforce License) creates a Dynamic dashboard, the platform users will not be able to utilize this dynamic dashboard. Hope this clarifies!
Would love to see your blog post. Please can you provide a link. Thanks!
Thanks in advance!
Does it exceed what Holly and Barbara wrote?