Pardot Knowledge Base

Assigning and Unassigning Salesforce® Engage Licenses

Last Updated: Apr 26, 2016 | Print this Article
 
Using the Salesforce® Engage License Assignment tab lets you bulk assign and unassign licenses and permission sets to your users.
These instructions are for a Salesforce Administrator.
 
If you're having trouble locating the Salesforce® Engage License Assignment tab, you may need to adjust your tab settings in Salesforce by navigating to Setup > Administer > Manage Users > Profiles. Select the profile used for your system administrators. If you're using the new Salesforce editor, click Object Settings > Salesforce Engage License Assignment > Edit > Change to Default On and save. Otherwise, edit the profile, and in Custom Tab Settings, set Salesforce® Engage License Assignment to Default On and save. For more on tab settings, see Salesforce documentation here.

Assigning Licenses and Permission Sets

  1. In Salesforce, navigate to the Salesforce® Engage License Assignment tab.
  2. Select Assign from the Action Type dropdown.
  3. Optional: Filter users with the Profile Type dropdown.
  4. Mark the users you want to assign Salesforce Engage licenses and permission sets to.
  5. Click Add License(s).
The users will have Salesforce® Engage permission sets and licenses applied. This video walks through assigning licenses. Click here to expand.

Unassigning Licenses and Permission Sets

  1. In Salesforce, navigate to the Salesforce® Engage License Assignment tab.
  2. Select Unassign from the Action Type dropdown.
  3. Optional: Filter users with the Profile Type dropdown.
  4. Mark the users you want to unassign Salesforce® Engage licenses and permission sets for.
  5. Click Remove License(s).
The users will have Salesforce® Engage permission sets and licenses removed. This video walks through removing licenses. Click here to expand.  

Next Step

Once you've assigned your users licenses, you can begin setting up Engage for Salesforce1


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