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Identify users who have a Salesforce CPQ License or Salesforce Advanced Approvals License

Data pubblicazione: Apr 11, 2025
Descrizione

In the Winter ’21 release for Salesforce CPQ and Advanced Approvals, users are required to have Permission Set Licenses (PSLs) assigned in order to interact with Salesforce CPQ or Advanced Approvals related objects. The Managed Package Licenses (MPLs) change to a site license.

With MPLs, admins were able to view license assignments in a summary view and report on them; however, PSL assignments are not available for reports. If an admin wishes to see a list of PSL assignments for Salesforce CPQ or Advanced Approvals, they can do so by either going to the license record and viewing assignees or by executing SOQL queries in the Developer Console Query Editor.

Risoluzione

To view CPQ or AA License assignments, follow this path:

  1. Setup
  2. Company Information
  3. Select Salesforce CPQ License or Salesforce CPQ AA License
    1. found under the Permission Set Licenses related list
  4. View Users

Buttons at the top of the page also allow admins to Add Assignments or Remove Assignments from the license record. Admins are welcome to copy and paste the following SOQL queries into the Developer Console to view a list of PSL assignments for each package:

Salesforce CPQ

Select Assignee.Id, Assignee.Name, PermissionSetLicense.MasterLabel from PermissionSetLicenseAssign
Where PermissionSetLicense.MasterLabel in ('Salesforce CPQ License')



Advanced Approvals

Select Assignee.Id, Assignee.Name, PermissionSetLicense.MasterLabel from PermissionSetLicenseAssign
Where PermissionSetLicense.MasterLabel in ('Salesforce CPQ AA License')



NOTES:

  • Before you can remove a Permission Set License from a user, all permission sets granting access to CPQ objects need to be removed first. If they are not removed, an internal server error persists.
  • Removing Permission Set Licenses from inactive users does not reduce the number of seats as they are not considered part of the assigned user count.
Numero articolo Knowledge

000390806

 
Caricamento
Salesforce Help | Article