The document emphasizes the importance of analyzing users and their salesforce use cases before assigning licenses. It explains the different types of salesforce licenses, including user licenses, feature licenses, and permission set licenses, which dictate data access and additional functionalities. The document also invites organizations with complex licensing needs to reach out for assistance.

2. Analyze Users
First, begin by dedicating time to analyzing your
users and their primary Salesforce use cases.
Explore different Licenses
You should try to familiarize yourself with the
distinct categories of Salesforce licenses You’ll find
more about that in next slide.

3. User licenses
Each user is required to be associated with a license. Hence,
users are allocated data access based on their user profile,
potentially supplemented by one or multiple permission sets.
Feature licenses
The feature license permits users to utilize supplementary
functionalities within Salesforce not encompassed by their
standard user license.
Permission set licenses
Similar to the feature license, the permission set license also
works similarly. This mechanism offers a streamlined
approach to granting permissions for various tools and
functions within the platform.

5. Connect with us!
info@cymetrixsoft.com
www.cymetrixsoft.com
Does your organization have more complicated needs
regarding Salesforce Licensing types?