License Updates and Your Org

When you purchase Salesforce, you receive licenses, permissions, and profiles that shape your org and what users can do in it. You can also create permission sets to help with permission management. Understand the impact of license updates on permissions in your profiles and permission sets.

Changes to your org impact its functionality and your users. For instance, what happens if you upgrade your Salesforce edition? Or maybe you decide to purchase an add-on license. Let’s say that your org:

• Upgraded from Professional Edition to Enterprise Edition
• Uses Service Cloud, and you purchased the additional functionality that the SOS add-on offers

After you upgrade:

• You want to use approval processes. Review the relevant user and object-level permissions for users who are approval admins.
• Ensure that you enable related features for the SOS add-on. Give users who need the add-on the correct permissions. For best results, use Salesforce Help to set up your add-on. For example, you must enable Omni-Channel in your org before you set up SOS.

Each org is different, and each user has different requirements. When you purchase an upgrade or add-on, we suggest reviewing help topics and videos in Salesforce Help and checking user permissions.

To see which profile and permission sets that a user is assigned, from Setup, in the Quick Find box, enter Users. Click the name of the user whose information you want to view. To check the assigned profile, look for Profile. For permission set information, click Permission Set License Assignments or Permission Set Assignments: Activation Required.