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Change a User License from Chatter to Salesforce

Udgivelsesdato: Oct 4, 2024
Beskrivelse

System administrators can convert Users assigned with a Chatter Free, Chatter External, or Chatter Only license to a standard Salesforce license at any time from the User Detail page.

Løsning


Update Chatter Only, Chatter External or Chatter Free Users


In Salesforce Classic

  1. Click Setup.
  2. Under 'Administer' click Manage Users | Users.
  3. Next to the User’s name, click Edit.
  4. From the 'User License' picklist, select Salesforce.
  5. Click Save.
     

In Lightning Experience

  1. Navigate to Setup | Users | Users
  2. Next to the User’s name, click Edit.
  3. From the 'User License' picklist, select Salesforce.
  4. Click Save.
     

Notes

  1. Users with a Full Salesforce license, a Partner license, or a Salesforce Integration license can’t be downgraded to a Chatter Free, Chatter External, Chatter Only*, or Identity license. As a workaround, edit the user’s username and append “.old” (or similar to prevent username duplication), deactivate the user, and then create a user with the new license type needed. 
*Salesforce license can be downgraded to Chatter Only provided it’s available and provisioned on the org.
 
  1. Users migrated from Chatter Free User license to standard or Salesforce full license can’t access their own profile information. Log a customer support case to address this issue.


 

Additional Help Resources

Vidensartikelnummer

000384799

 
Indlæser
Salesforce Help | Article