Assigning Licenses

If your license for ERX Core is for a set number of users (rather than a site license), then you will need to assign each user of ERx Core a license. You can do this manually or using Data Loader.

To Assign Licenses Manually

  1. Go to Setup > Installed Packages
  2. Click "Manage Users" beside the row for ERX Core
  3. Click the "Add Users" button
  4. Select the users whom you want to license from the “Available Users” list (which is a list of all users):
    1. Click the “more”link at the bottom of the list to see more users
    2. If you want to filter the list of users, click the “Create a new view” link and define filters
  5. Once you have selected users, click the “Add” button to grant them licenses

To Assign Licenses Using Data Loader

  1. Prepare a CSV file with the following columns:
    1. User ID
    2. Package License ID*
  2. Perform an Insert operation using Data Loader on UserPackageLicense object and map the columns accordingly. For more, please review Salesforce documentation on Insert, Update, or Delete Data Using Data Loader.

Best practice: Perform a test import first on a test user before doing the Insert on your entire list of users.

*How to find the Package License ID

  1. Navigate to Setup and type Installed Packages into the Quick Find box
  2. Click Installed Packages
  3. Click on Manage License button
  4. Check the URL
  5. Find the part where it says something like .../UserLicenses/0504P000000g0RB/.... The Package License ID will be the 15 -18 digit code that begins “050…”. This is your value for the Package License ID column for every row in the CSV file.