Supported Salesforce platform versions, user types, and licenses
This topic provides information about the Salesforce platform versions, user types, and licenses that supports along with the steps for configuring for the Salesforce Lightning experience.
Salesforce platform versions supported by
is supported on the following versions of the Salesforce platform:
- Enterprise Edition
- Unlimited Edition
- Performance Edition
For more information about the editions offered by Salesforce, see Salesforce Help.
Licenses available in
The following image shows various license types that are available for .
The following user types are available in :
No. | User type | Description |
---|---|---|
1 | Service Desk or Standard user | Remedyforce Staff get access to complete functionality of features. They can create and manage the following:
This is typically called a Salesforce Platform license in Salesforce. These licenses are restricted to use in connection with and extension of configurations delivered as part of the managed package. |
2 | End user | Customers receive 250 end user licenses at no additional cost for each standard user license they purchase. End users can access the Self Service portal and perform the following:
This is typically called a Salesforce Platform license in Salesforce. However, in some cases it could also be a Customer Portal Manager Custom license. These licenses are restricted to use in connection with and specific platform functionality defined above. |
3 | Service Desk – Casual User or Casual user | casual users have the same functionality as standard users, but their average login time and number of records updated might not exceed 40% of the average login time and number of records updated by standard users in the same Salesforce organization. These licenses are restricted to use in connection with and extension of configurations delivered as part of the managed package. |
4 | Service Desk Sandbox (license add on) | Sandbox provides customers with a Full Copy sandbox for development and testing of configurations and/or customization. Usage is limited to although a Full Copy Sandbox does physically copy all of the contents of the org including users and data. Service Desk Sandbox is licensed per user and quantity must match the total quantity of Service Desk and Service Desk – Casual User licenses in the org. |
5 | Service Desk Platform Encryption – Add-On (license add on) | Platform Encryption allows you to natively encrypt your most sensitive data across all your Salesforce apps. This helps you protect PII, sensitive, confidential, or proprietary data and meet both external and internal data compliance policies while keeping critical application functionality such as search, workflow, and validation rules. You keep full control over encryption keys and can set encrypted data permissions to protect sensitive data from unauthorized users. Usage is limited to data. Service Desk Platform Encryption is licensed per user and quantity must match the total quantity of Service Desk licenses in the org. |
6 | Service Desk Platform Encryption – Casual User – Add-On (license add on) | Platform Encryption allows you to natively encrypt your most sensitive data at rest across all your Salesforce apps. This helps you protect PII, sensitive, confidential, or proprietary data and meet both external and internal data compliance policies while keeping critical application functionality such as search, workflow, and validation rules. You keep full control over encryption keys and can set encrypted data permissions to protect sensitive data from unauthorized users. Usage is limited to data. Service Desk Platform Encryption is licensed per user and quantity must match the total quantity of Service Desk – Casual User licenses in the org. |
7 | Service Desk Field Audit Trail – Add-On (license add on) | Field Audit Trail lets you know the state and value of your data for any date, at any time. You can use it for regulatory compliance, internal governance, audit, or customer service. Built on a big data backend for massive scalability, Field Audit Trail helps companies create a forensic data-level audit trail with up to 10 years of history, up to 60 fields per object, and set triggers for when data is deleted. There is no user interface to the Field Audit Trail data. Customers can export the data or use REST APIs to gain access to the information. Usage is limited to . Service Desk Field Audit Trail is licensed per user and quantity must match the total quantity of Service Desk licenses in the org. |
8 | Service Desk Field Audit Trail – Casual User – Add-On (license add on) | Field Audit Trail lets you know the state and value of your data for any date, at any time. You can use it for regulatory compliance, internal governance, audit, or customer service. Built on a big data backend for massive scalability, Field Audit Trail helps companies create a forensic data-level audit trail with up to 10 years of history, up to 60 fields per object, and set triggers for when data is deleted. There is no user interface to the Field Audit Trail data. Customers can export the data or use REST APIs to gain access to the information. Usage is limited to . Service Desk Field Audit Trail is licensed per user and quantity must match the total quantity of Service Desk – Casual User licenses in the org. |
9 | Service Desk Event Monitoring – Add-On (license add on) | Event Monitoring gives you access to detailed performance, security, and usage data on all your Salesforce applications. Every interaction is tracked and accessible via API, so you can view it in the data visualization app of your choice. See who is accessing critical business data when, and from where. Understand user adoption across your apps. Troubleshoot and optimize performance to improve end-user experience. Event Monitoring data can be easily imported into any data visualization or application monitoring tool like Wave Analytics, Splunk, or New Relic. There is no user interface to Event Monitoring. It is considered an API-only feature. Customers will have to take on responsibility of using REST APIs to gain access to the data. Additionally, Salesforce now offers an Event Monitoring App that is a part of Salesforce Analytics. Usage is limited to data. Service Desk Event Monitoring is licensed per user and quantity must match the total quantity of Service Desk licenses in the org. |
10 | Service Desk Event Monitoring – Casual User – Add-On (license add on) | Event Monitoring gives you access to detailed performance, security, and usage data on all your Salesforce apps. Every interaction is tracked and accessible via API, so you can view it in the data visualization app of your choice. See who is accessing critical business data when, and from where. Understand user adoption across your apps. Troubleshoot and optimize performance to improve end-user experience. Event Monitoring data can be easily imported into any data visualization or application monitoring tool like Wave Analytics, Splunk, or New Relic. There is no user interface to Event Monitoring. It is considered an API-only feature. Customers will have to take on responsibility of using REST APIs to gain access to the data. Additionally, Salesforce now offers an Event Monitoring App that is a part of Salesforce Analytics. Usage is limited to data. Service Desk Event Monitoring is licensed per user and quantity must match the total quantity of Service Desk – Casual User licenses in the org. |
11 | Service Desk Shield – Add-On (license add on) | Shield provides customers with a bundle of Platform Encryption, Event Monitoring, and Remedyforce Field Audit Trail. Usage is limited to Remedyforce. Service Desk Shield is licensed per user and quantity must match the total quantity of Service Desk licenses in the org. |
12 | Service Desk Shield – Casual User – Add-On (license add on) | Shield provides customers with a bundle of Platform Encryption, Event Monitoring, and Field Audit Trail. Usage is limited to . Service Desk Shield is licensed per user and quantity must match the total quantity of Service Desk – Casual User licenses in the organization. |
Salesforce licenses supported in
The Salesforce licenses determine the pages, tabs, classes, objects, and components that are available to the users. The profiles that can be assigned to a user are also based on the user license. The following table lists the Salesforce licenses that are supported in .
License type | Description |
---|---|
Salesforce License | This license is provided to the system administrator of . |
Salesforce Platform License | This license is used to create change managers, staff members, and clients. |
Customer Portal Manager Custom License | This license is used to create only client users of . However, BMC is no longer provisioning organizations with these licenses since January 2013. |
and the Salesforce Lightning Experience
The Salesforce Lightning Experience is a new Salesforce user interface that has been introduced to customers over the past year. Salesforce Lightning Experience now supports all tabs that are supported by Salesforce Classic. For more information about configuring for Lighning Experience, see Configuring-Remedyforce-for-Salesforce-Lightning-Experience