User Permissions Needed
Check How Many Licenses You Have
- From Setup, in the Quick Find box, enter
Installed Packages, and then select Installed Packages. - For each FieldKo package, check these columns:
Assign FieldKo Licenses
Salesforce lets you assign package licenses only in Salesforce Classic, so these steps switch to Classic and back.1
Switch to Salesforce Classic
Click your profile picture, and then click Switch to Salesforce Classic.
2
Open the Package's Licenses
From Setup, in the Quick Find box, enter
Installed Packages, and then select Installed Packages. Next to the first FieldKo package, click Manage Licenses.3
Add Users
Click Add Users, select the users, and then click Add.
4
Repeat for the Other Package
Go back to Installed Packages, and repeat the 2 previous steps for the other FieldKo package.
5
Switch Back to Lightning Experience
Click Switch to Lightning Experience at the top of the page.
Who Needs a FieldKo License
Everyone who reads or writes FieldKo data needs one, including:- Reps and merchandisers
- Managers, and executives who view FieldKo reports and dashboards
- Admins who set up FieldKo
- Integration users that read or write FieldKo objects
Remove FieldKo Licenses
When someone leaves or no longer uses FieldKo, remove their FieldKo licenses so you can give them to someone else. Do this when you deactivate their Salesforce user.- Switch to Salesforce Classic.
- From Setup, in the Quick Find box, enter
Installed Packages, and then select Installed Packages. - Next to each FieldKo package, click Manage Licenses, and then click Remove next to the user. To remove several users at once, click Remove Multiple Users.
- Switch back to Lightning Experience.