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          Configure the License Utilization Alerts Flow for Permission Set Licenses

          Configure the License Utilization Alerts Flow for Permission Set Licenses

          Creating alerts for permission set licenses involves configuring the License Utilization Alerts flow to define which user licenses to monitor and the percentage thresholds that trigger an alert.

          You must create separate flows for user license and permission set licences. See Configure the License Utilization Alerts Flow for User Licenses.

          Tip
          Tip You can save the flow at any time so you don’t lose your work. When you save the flow, it becomes version 1 but isn’t yet activated so you can continue modifying this version. Give it a descriptive name, for example, “Alerts for Permission Set Licenses.”
          1. From the App Launcher, select Automations.
          2. From the Flows tab, click New, then enter License Utilization in Search to locate and select the License Utilization Alerts template.
          3. (Optional) Change the schedule when the flow runs.
          4. Click the Assign License Values element to create a list of permission set licenses to monitor.
            Change the default assignment for the Salesforce license to a permission set license, and then optionally add more licenses.
            1. Click Add Assignment.
            2. For Variable, enter CollectLicenses, and for Operator, select Add.
            3. For Value, type or copy the name of the permission set license as it appears in License Utilization.
            4. Repeat until you added all required permission set licenses.
            Assign License Values element showing multiple permission set licenses added to the CollectLicenses variable.

            If you accidentally mix user licenses and permission set licenses when assigning the license values, the flow only honors the license type indicated in the Create License Utilization Alert element. The flow silently ignores licenses that don’t match the indicated license type.

          5. Click the Assign Thresholds element.

            The default threshold values are 80% and 90%. If the default values work for you, go to the next step. If not, modify or add threshold values. To add a threshold value, click Add Assignment.

            Variable SetThresholdValue
            Operator Add
            Value Whole number (1 to 100)
            Assign Thresholds element showing the default utilization thresholds of 80 and 90 percent. You can add or update the default values using the SetThresholdValue variable.
          6. Click the Create License Utilization Alert element.

            For License Type, delete the current value that collects user licenses and update it to LicenseType_PermissionSetLicense.

            Create License Utilization Alert element displaying License Type set to LicenseType_PermissionSetLicense.
          7. Save the flow and give it a descriptive name.
          8. Activate the flow.
           
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          Salesforce Help | Article