[SalesForce] Can you report or otherwise build list by User License Type

We have 4 different license types in our org. "Salesforce," "Force.com – One App," "Chatter Free" and "External Who"

We have a couple hundred users. I need to build a report that lists who has what license. Company Information gives me the Available vs Used, but I need to see the actual users.

Anyway to build a report to display this information?

For a bonus – I would love to be able to do this by feature license as well. To see which users are Marketing Users, Service Cloud User, Content User, Knowledge and Flow Users.

Best Answer

Create a custom formula field with output of text and in the formula field, use this:

Profile.UserLicense.Name

You'll be able to report on the license types then.

Related Solutions

[SalesForce] How to import data owned by people who are not Salesforce users

It's now possible to migrate data with inactive users (as of Winter '16) here are the release notes about it:

Migrating data to Salesforce and mass updating records just got easier. Now you can set audit fields when you create records through the API and update records with inactive owners without contacting Salesforce.

[SalesForce] the difference between the Salesforce Platform license and Chatter Only license

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...

Accounts
Contacts
Reports
Dashboards
Documents
Custom Tabs

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.

and Chatter Only (aka Chatter Plus) Access to Chatter for people in your company without a Salesforce license PLUS access to accounts & contacts. Additional cost. hope you find the differences ..!

Best Answer

Related Solutions

[SalesForce] How to import data owned by people who are not Salesforce users

[SalesForce] the difference between the Salesforce Platform license and Chatter Only license

Related Topic