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.


Platform 

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


Ask/Offer Manager

can edit/delete/create ALL Ask/Offer records


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


Audit Fields Edit Access



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


B Hive Community Manager

can only see dashboards


B Hive Group Owner

Generic permission set for all licenses to use B Hive can create & own groups


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


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


De-certify a company

change the relevant fields to mark a company no longer certified. Created for Kara Gwinn per Madison.


DocuSign Administrator

Provides access to the DocuSign eSignature for Salesforce application, pages and objects and administration rights to the DFS configuration.Note: Enables PermissionsManageUsers.


DocuSign Sender

Provides access to the DocuSign eSignature for Salesforce sending functionality within Process Builder Send With DocuSign Action.


DocuSign User

Provides access to the DocuSign eSignature for Salesforce application, pages and objects.


Email Domain / Website Fields for B Hive access

enable editing alternate web domains for B Hive email access


Events in the B Hive

access Events in the B Hive while we're testing it


Global Partner Community

access to GP Community


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.


Groove View Permissions

Controls whether or not a user has access to edit / create Groove Views


Influencer Lead

can edit the Account Influencer fields


Intacct Connect



Intacct Invoice Viewer

for internal team members to see various Intacct records - mainly invoices


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.


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.


Manage Community Users

specific permissions for creating portal users


Manage List Views

Can create & modify list views for any object


Manage Metric Sets

Allows user to add and remove metric sets and metric set groups to accounts, and funds.


Manage Opportunities

add / DELETE / Edit Opps


Manage Reports and Folders

create report folders and public reports


Market Builder

access to Market Builder portal


Merge Accounts & Contacts

enable account DELETE & Modify All Data & Transfer Record which enables merge


Review Cases

Ability to look and review cases


Review Weight Editor

can change the Review.Review Weight


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


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