Salesforce Licensing
40 HoursHybrid4.9
Develop skills in Salesforce licensing models, product editions, user license management, subscription agreements, entitlement reconciliati…
About this course
Develop skills in Salesforce licensing models, product editions, user license management, subscription agreements, entitlement reconciliation, compliance auditing, license optimization, and renewal management across Salesforce products. Learn to identify unused licenses, manage user access, monitor consumption, review contractual terms, and improve licensing efficiency while controlling software costs.
Curriculum & Topics
9 modules · 117 topics
- 1.Overview of Salesforce
- 2.Salesforce ecosystem and cloud-based services
- 3.CRM fundamentals and business applications
- 4.Salesforce architecture and multi-tenant environment
- 5.Salesforce product portfolio: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Commerce Cloud, Data Cloud, Platform Cloud, Analytics and Tableau, Slack
- 6.Understanding Salesforce customers, organizations (Orgs), and environments
- 1.Introduction to Salesforce licensing models
- 2.Subscription-based licensing
- 3.Named User Licensing
- 4.User-based and consumption-based licensing
- 5.Organization-level licensing
- 6.Feature-based and add-on licensing
- 7.Understanding license entitlements
- 8.License assignment and utilization
- 9.Active vs. inactive users
- 10.License restrictions and limitations
- 11.Understanding Salesforce editions
- 1.Salesforce Free, Starter, Pro Suite, Enterprise, Unlimited, and Agentforce-related offerings
- 2.Sales Cloud licensing
- 3.Service Cloud licensing
- 4.Salesforce Platform licensing
- 5.Experience Cloud licensing
- 6.Marketing Cloud licensing
- 7.Commerce Cloud licensing
- 8.Data Cloud licensing
- 9.Tableau licensing
- 10.Slack licensing
- 11.Comparing features and entitlements across editions
- 12.Understanding product-specific licensing dependencies
- 1.Salesforce / Full CRM License
- 2.Salesforce Platform License
- 3.Salesforce Platform Starter / Platform Plus (where applicable)
- 4.Chatter Free and Chatter External
- 5.Identity License
- 6.Experience Cloud User Licenses
- 7.Partner Community Licenses
- 8.Customer Community Licenses
- 9.Permission Set Licenses (PSL)
- 10.Permission Set Groups and Permission Sets
- 11.Feature Licenses
- 12.Integration User Licensing
- 13.API-only access and integration considerations
- 14.Understanding license dependencies and prerequisites
- 15.User license vs. permission set license vs. feature license
- 16.License allocation and entitlement limits
- 1.Einstein AI and Agentforce licensing
- 2.Data Cloud / Data 360 licensing and consumption
- 3.Salesforce Shield: Platform Encryption, Event Monitoring, Field Audit Trail
- 4.Salesforce Backup and Recovery
- 5.Salesforce Maps
- 6.Salesforce CPQ and Revenue Cloud
- 7.MuleSoft licensing and API consumption
- 8.Tableau Creator, Explorer, and Viewer licensing
- 9.Slack licensing and integrations
- 10.Marketing Cloud Growth and Advanced licensing
- 11.Sandbox and additional environment considerations
- 12.Storage and API usage entitlements
- 13.Understanding Flex Credits and consumption-based models
- 1.Salesforce purchasing and subscription process
- 2.Salesforce Order Forms
- 3.Master Subscription Agreement (MSA)
- 4.Salesforce contractual terms and conditions
- 5.Subscription start and end dates
- 6.Contract duration and renewal cycles
- 7.Annual vs. multi-year agreements
- 8.Auto-renewal clauses
- 9.Minimum user commitment
- 10.Additional user purchases
- 11.Upgrade and downgrade provisions
- 12.Co-termination of subscriptions
- 13.Proration and mid-term adjustments
- 14.Renewal price changes and uplift clauses
- 15.Contract amendments and add-on purchases
- 16.Understanding quote, order, invoice, and renewal documents
- 1.Salesforce Setup and Administration
- 2.Company Information and Organization details
- 3.User Management and license assignment
- 4.User creation, deactivation, and reactivation
- 5.Monitoring available and consumed licenses
- 6.Permission Set License assignments
- 7.Profile and permission management
- 8.Login History and Last Login Date
- 9.User access review
- 10.Salesforce Reports and Dashboards
- 11.Monitoring API requests and storage usage
- 12.Sandbox license alignment
- 13.Salesforce License Usage and System Overview
- 14.Exporting user and license information for ITAM reporting
- 1.License inventory and entitlement reconciliation
- 2.Purchased vs. assigned vs. active licenses
- 3.Identifying inactive and underutilized users
- 4.Duplicate and unnecessary license allocation
- 5.Identifying users with excessive permissions
- 6.License harvesting and reassignment
- 7.Role-based license allocation
- 8.Right-sizing full CRM vs. Platform licenses
- 9.Evaluating add-on utilization
- 10.Consumption monitoring and forecasting
- 11.Renewal optimization strategies
- 12.Cost-per-user analysis
- 13.License compliance dashboard
- 14.Budget forecasting and cost avoidance
- 15.SaaS license optimization best practices
- 1.Salesforce license compliance fundamentals
- 2.Understanding contractual usage rights
- 3.Entitlement vs. deployment reconciliation
- 4.User access and license compliance
- 5.Permission Set License compliance
- 6.Add-on entitlement verification
- 7.API, storage, and consumption compliance
- 8.Identifying unauthorized usage
- 9.Audit evidence collection
- 10.Salesforce contract and invoice verification
- 11.License position and compliance reporting
- 12.Internal audit preparation
- 13.Risk identification and remediation
- 14.Audit readiness checklist
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