Salesforce Engage licenses are assigned to users through the Salesforce platform. Here's how you can do it:
1. Navigate to Setup
- Log in to your Salesforce org.
- Click on the Setup gear icon in the top-right corner.
2. Search for "Engage"
- In the Quick Find box, type "Engage" and select Engage from the results.
3. Access User Licenses
- Click on User Licenses under the Engage section.
4. Assign Licenses
- Select the users you want to assign Engage licenses to.
- Choose the Engage license type from the available options.
- Click Save.
Note: You may need to refresh the page for the changes to take effect.
Example:
Let's say you want to assign a Salesforce Engage for Sales license to a user named "John Doe". You would follow the steps above and select "John Doe" in the list of users, choose "Engage for Sales" as the license type, and then click "Save".
Practical Insights:
- License Types: There are different Engage license types available, each catering to specific use cases. Choose the appropriate license type based on your team's needs.
- User Roles: Ensure that the users you assign Engage licenses to have the necessary roles and permissions to effectively utilize the features.
- Trial Licenses: Salesforce offers trial licenses for Engage, allowing you to evaluate the product before committing to a purchase.
