Platform Users Usage Tips
Summary
Salesforce platform users require a different approach for profiles and permissions compared to full Salesforce license users. Because platform user profiles are tied to platform licenses, admins must create or clone profiles specific to platform licenses and manage separate baseline permission sets. Platform users cannot access certain objects like Opportunities and Campaigns, so permissions must be carefully tailored, often requiring multiple permission sets. Although platform users can access Cases, additional steps might be necessary to grant this access without errors. This guidance helps admins optimize license costs while navigating platform user nuances.
Takeaways
- Use separate profiles for platform users due to user license restrictions.
- Create distinct baseline permission sets for platform and full users.
- Exclude Opportunities and Campaigns from platform user permission sets.
- Limit platform starter users to ten custom objects when assigning permissions.
- Set up license-specific permission sets to grant Case access to platform users.
Lately we've been talking about Salesforce platform licenses , which are a great way to bring more parts of your organization onto Salesforce without big expense. But I don't want to pretend that the Salesforce admin setting up platform users won't run into some challenges here and there. Whether you manage your permissions primarily on profiles or have moved into the " future of user access , " with almost everything provided by permission set, you'll have to think about platform users slightly differently than full users. Basic Profile Right from the get-go, when you go to set up your platform user, you'll find that you can't assign the profiles you've already been using because each user profile is tied to a user license type. Users>Profiles, where you can see that each profile has a User License listed."> So whether you're using the Standard User profile, one of the NPSP-installed profiles or a custom profile for your organization, you'll need to use a different one.