Salesforce Licenses
Full vs. Platform
TABLE OF CONTENTS
Full
Definition: Designed for users who require full access to standard CRM and AppExchange apps. Users with this user license are entitled to access any standard or custom app. This type of user can be issued to access to all Standard and Custom objects.
B Lab: Users are able to access Leads, Campaigns, Opportunities, Pardot Lightning, and all custom objects. This type of license is given to System admins, Business development users, and marketing team for example.
Definition: Designed for users who need access to custom apps but not to standard CRM functionality. Users with this user license are entitled to use custom apps developed in your organization or installed from AppExchange. Plus, they’re entitled to use core platform functionality such as accounts, contacts, reports, dashboards, documents, and custom tabs. These users aren’t entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts, leads, campaigns, and opportunities.
Users with a Salesforce Platform user license can access all the custom apps in your organization
B Lab: Users are able to access Accounts, Contacts, and custom objects like Reviews and Assessments. Users may need to request increased access if they need access to objects like cases. If you have a platform license you will not be able to access Pardot Lightning like "Full" users, however, you can still access pardot via pi.pardot.com.
Profile Name | Description | User License |
B Corp Hive Community | Profile for customers that have joined the B Hive | Overage High Volume Customer Portal |
B Global Partner US/Can | For US/Canada Global Partner. Full License | Salesforce |
B Impact Management | For B Lab Global Impact Management Users. Full License | Salesforce |
B Lab Assessment Editor | For B Lab Standards Management Users. Full License | Salesforce |
B Lab VERY Limited Platform |
| Salesforce Platform |
B Shared Services | For B Lab Global users that work across many teams on Global. Full License | Salesforce |
B Shared Services Finance | For B Lab Global users that work on the Finance Team. Full License | Salesforce |
B Shared Services SG | For B Lab Global users on the Strategic Growth team. Full License | Salesforce |
B Standards Management | For B Lab Global users that make changes to questions on the assessment and work on cases. Full License | Salesforce |
B Standards Trust | For B Lab Global users that make changes to questions on the assessment and work on cases. Full License | Salesforce |
B Standards Trust Platform | For B Lab Global users that make changes to questions on the assessment but dont work on cases. Platform License | Salesforce Platform |
B Verification Analyst | For B Lab Global verification consultant analysts. Have limited access to information. Platform license | Salesforce Platform |
Global Partner Full Profile | For all Global Partners that need to manage opportunities and campaigns and reviews. Full License | Salesforce |
Global Partner Platform | For Global partners that dont need to manage opportunities or campaigns. Only have access to custom objects. Plattform license | Salesforce Platform |
Permission Sets
Adding privileges that can be added on top of the users’ role
Permission Set Label | Description | License |
2-factor temp | turn on 2 factor - just for testing |
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Ask/Offer Manager | can edit/delete/create ALL Ask/Offer records |
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Assessment Decision Access | Ticket: https://b-lab-kb.bcorporation.net/a/tickets/146786 | Salesforce Platform |
Assessment Editor | can edit Assessment definition data such as questions/goals / etc. Do not grant this widely! | Salesforce |
Assessment Metadata Editor | can edit all the assessment definition objects |
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Audit Fields Edit Access |
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B Corp Community Sharing | Allow B Corps to see each others accounts and contacts | Overage High Volume Customer Portal |
B Hive Access | Generic permission set for all licenses to use B Hive NOT as a group owner |
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B Hive Community Manager | can only see dashboards |
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B Hive Group Owner | Generic permission set for all licenses to use B Hive can create & own groups |
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CRM User | Denotes that the user is a Sales Cloud or Service Cloud user. | CRM User |
Case Access Platform Users | Platform license to Case access | Platform |
Case Manager | can assign Case Lead and do other stuff w/ Cases |
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Change Dashboard Colors | ability to use color palette in dashboards | Salesforce |
Community Manager | Allows users to manage communitites | Salesforce |
Community Manager Sys Admin | includes all community SA and defining badges |
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De-certify a company | change the relevant fields to mark a company no longer certified. Created for Kara Gwinn per Madison. |
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DocuSign Administrator | Provides access to the DocuSign eSignature for Salesforce application, pages and objects and administration rights to the DFS configuration.Note: Enables PermissionsManageUsers. |
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DocuSign Sender | Provides access to the DocuSign eSignature for Salesforce sending functionality within Process Builder Send With DocuSign Action. |
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DocuSign User | Provides access to the DocuSign eSignature for Salesforce application, pages and objects. |
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Email Domain / Website Fields for B Hive access | enable editing alternate web domains for B Hive email access |
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Events in the B Hive | access Events in the B Hive while we're testing it |
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FreshDesk Tickets Agent
| Able to Manage Users and Permissions Able to use Data Loader (API Access enabled) Able to access self service Portal to buy licenses | Salesforce
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Global Partner Community | access to GP Community |
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Groove Standard Permissions | Controls whether or not a user has access to the standard Groove functionality. This permission does not imply that assigned users have a valid license to user Groove. |
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Groove View Permissions | Controls whether or not a user has access to edit / create Groove Views |
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Influencer Lead | can edit the Account Influencer fields |
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Intacct Connect |
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Intacct Invoice Viewer | for internal team members to see various Intacct records - mainly invoices |
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Lookup Rollup Summaries - Configure Rollups | Provides full configuration access to the rollup summaries. This enabled Author Apex and API access to enable it to deploy the necessary Triggers via the Manage Child Trigger button. |
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Lookup Rollup Summaries - Process Rollups | Grant this permission set to end users that indirectly cause the rollup summaries to be executed. Such users can only read the rollup summary definitions, logs and scheduled entires. |
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Manage Community Users | specific permissions for creating portal users |
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Manage List Views | Can create & modify list views for any object |
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Manage Metric Sets | Allows user to add and remove metric sets and metric set groups to accounts, and funds. |
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Manage Opportunities | add / DELETE / Edit Opps |
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Manage Reports and Folders | create report folders and public reports |
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Market Builder | access to Market Builder portal |
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Merge Accounts & Contacts | enable account DELETE & Modify All Data & Transfer Record which enables merge |
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Review Cases | Ability to look and review cases |
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Review Weight Editor | can change the Review.Review Weight |
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Sales Cloud User | Denotes that the user is a Sales Cloud user. | Sales User |
Strategic Growth | Give access to Strategic Growth App and related objects |
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Translation Permissions | Gives user the ability to access Translate Workbench and translate custom fields and labels. Created on 1-11-15 | Salesforce |
Two-Factor Authentication for UI Required | ALWAYS require 2 factor w/ App. | Salesforce |
Use Pardot Content Experience | Create and edit access to Pardot content experience builders and access to Salesforce CMS workspaces and channels. | Salesforce |
Use Translation Workbench | allow user to use the translation workbench Translate Salesforce Elements With Translation Workbench | Salesforce |
View all data for managers | Allows users to view all data | Salesforce |
View and Edit All Cases | Short therm solution for Role Hierarchy | Salesforce |
View and Edit All Opportunities | Short therm solution for Role Hierarchy problems | Salesforce |
Pardot - All Permissions | All Pardot Permissions. user role managed in Pardot | Salesforce |
Typical Assignments examples
Global Partner Business Development person – > Full License, Global Partner Full Profile
Global Partner Marketing → Fully License, Global Partner Full Profile, Marketing user, All Pardot permission set group
Global partner pipeline → Platform license, Global Partner Platform
Strategic Growth user → Full License, B Shared Services SG Profile, B Lab Staff Role
Roles are the region from the user is from
Division needs to be filled out → Always their global partner region
