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Oem User License Comparison Tipsheet

Oem User License Comparison Tipsheet

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OEM USER LICENSE COMPARISON

OEM User License Guide

Learn about the license types that are available to OEM partners

License Types and Availability

These licenses are available for resale to new and existing OEM partners

Internal User Licenses

Forcecom Platform EmbeddedA contractually restricted Enterprise Edition Platform license

Forcecom Platform Embedded AdminA contractually restricted Enterprise Edition Salesforce admin license thats required on all

initial orders Its used to configure and administer the OEM application This license prohibits providing access to or use of any CRM

functionality Prohibitions include but arent limited to create read update and delete CRUD on Leads Opportunities Cases

Solutions Forecasts and Campaigns

OEM Embedded Partner AdminA contractually restricted Enterprise Edition Salesforce admin license Partner Admin User

subscriptions can be used only by partners to configure and administer OEM apps This license prohibits providing access to or use

of any CRM functionality Customers cant use this license

Financial Service Cloud Embedded StarterA contractually and technically restricted Enterprise Edition version of the Financial

Services CloudSales Service product This license includes the features of Forcecom Platform Embedded and part of the Financial
Services Cloud data model
External User Licenses These licenses can be assigned to external users only
Commerce PortalCustom digital experiences to engage any external stakeholder including Brand Engagement and Customer
Loyalty
Customer CommunityBusinesstoconsumer experiences well suited for communities with large numbers of external users who
need access to Salesforce Knowledge
Customer Community PlusSimilar to the Customer Community license with more storage access to reports and dashboards and
advanced sharing

Partner CommunityBusinesstobusiness experiences for users who need access to sales data where the OEM partners solution

allows access to Sales objects Partner Community licenses cant be used with person accounts

Licenses sold by OEM partners can only be used to access the partner solution To extend the partner solution end users can create

access and use up to more custom objects per solution These custom objects can only be used with the partner solution

These tables list object access user permissions and features and org limits for the OEM Embedded user license types For external user

licenses limits and CRUD access information refer to Experience Cloud User Licenses

These symbols are used in the tables

Included in license

Available as an addon for a fee
CCreate access to the object
RRead access to the object

Last updated November

OEM User License Comparison

OEM User License Guide

UUpdate access to the object

D Delete access to the object

Important Success plans arent included or amended in any OEM subscription To learn more about success plans go to Salesforce

Agreements and Terms

Objects
Object Accessed

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Accounts

CRUD

CRUD

Activities

CRUD

CRUD

Addresses

R

R

Assets

CRUD

CRUD

Authorization Forms

CRUD

CRUD

Authorization Form
Consents

CRUD

CRUD

Authorization Form Data CRUD

Uses

CRUD

Authorization Form Texts CRUD

CRUD

Background Operations

R

R

Business Brands

CRUD

CRUD

Calendar

CRUD

CRUD

Communication
Subscriptions

CRUD

CRUD

Communication
Subscription Channel
Types

CRUD

CRUD

Communication
Subscription Consents

CRUD

CRUD

Communication
Subscription Timings

CRUD

CRUD

Contacts

CRUD

CRUD

Contact Point Addresses CRUD

CRUD

Contact Point Consents

CRUD

CRUD

Contact Point Emails

CRUD

CRUD

Contact Point Phones

CRUD

CRUD

OEM User License Comparison

OEM User License Guide

Object Accessed

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Contact Point Type
Consents

CRUD

CRUD

Content

CRUD

CRUD

Contracts

CRUD

CRUD

Customers

CRUD

CRUD

Data Use Legal Bases

CRUD

CRUD

Data Use Purposes

CRUD

CRUD

Documents

CRUD

CRUD

Endorsements

CRUD

CRUD

Events

CRUD

CRUD

Ideas

CR

CR

Individual

CRUD

CRUD

Knowledge

R

R

Locations

R

R

Orders

CRUD

CRUD

Person Account

CRUD

CRUD

Party Consents

CRUD

CRUD

Push Topics

CRUD

CRUD

Sellers

CRUD

CRUD

Skills

CRUD

CRUD

Skill Users

CRUD

CRUD

Social Posts

CRUD

CRUD

Streaming Channels

CRUD

CRUD

Tasks

CRUD

CRUD

User External Credentials CRUD

CRUD

Products Price Books

CRUD

CRUD

ISV Custom Object

CRUD

CRUD

With the Orders Platform permission set license PSL available to OEM partners only administrators can give the users who have

Salesforce Platform user licenses access to Contracts Products Price Books and Orders Orders functionality is automatically available

to all licenses except the Salesforce Platform licenses which explicitly require the new PSL to grant access

CRUD access is contractually limited to align with Forcecom Platform Embedded

OEM User License Comparison

OEM User License Guide

Financial Services CloudOnly Objects
Review access permissions for objects available only in the Financial Services Cloud Embedded Starter license
Object Accessed

Financial Services Cloud Embedded Starter

AccountAccount Relation

CRUD

Alerts

CRUD

Assets Liabilities

CRUD

Billing Statement

CRUD

Business Milestone

CRUD

Card

CRUD

ContractContact Relation

CRUD

Financial Account

CRUD

Financial Account Role

CRUD

Financial Account Transaction

CRUD

Financial Goal

CRUD

Financial Holding

CRUD

Identity Document

CRUD

Life Event

CRUD

Person Life Event

CRUD

Revenue

CRUD

Securities

CRUD

User Features
User Feature

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Console

Analytics CRM Analytics

Create Knowledge
Articles

Salesforce Mobile App
Offline
Flows and Process Builder

OEM User License Comparison

User Feature

OEM User License Guide

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Approval Process
Original Territory
Management
Enterprise Territory
Management

Original Territory Management was retired for all customers in the Summer release Users cant access the original territory
management feature or its underlying data We encourage you to migrate to Enterprise Territory Management For more information
refer to the Original Territory Management Module Retirement article

User Permissions
User Permission

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Account Teams
Advanced Sharing
Chatter
Custom Profiles
Custom Permission Sets
Einstein Search
Customize Reports
Customize Dashboards
View Dashboards
Identity
Org Allows Custom
Profiles and Page Layouts
Org Allows Record Types
Send Email
Submit Workflow
Approvals

OEM User License Comparison

User Permission

OEM User License Guide

Forcecom Platform Embedded

Financial Services Cloud Embedded Starter

Custom Tabs Limit

Custom Objects Limit

Unlimited Next Best
Action Strategy
Executions

To view a dashboard the running user of a dashboard must be a Salesforce Platform user Dashboards using the Salesforce Platform
administrator as the running user arent viewable by other Salesforce Platform license types
Next Best Action requests made by users with this permission arent counted against the monthly entitlement
The limit of custom objects applies to the primary solution offering End users can create and access up to more custom
objects These custom objects must be within the scope of and used only with the partner solution

Storage Limits
For new accounts the Forcecom Platform Embedded Admin license comes with an Enterprise Edition org If the customer already has

an Unlimited Edition UE org the partner places the order as usual The Partner Operations team provisions the appropriate Forcecom

Platform Embedded UE license on behalf of the partner The partners Forcecom Platform Embedded contractual terms apply to the

provisioned Forcecom Platform Embedded UE license Peruser storage limits are governed by the UE license allocations

Additional Org Limits Added Per
User

OEM Embedded

Data Storage

MB

File Storage

GB

For data storage each Forcecom Platform Embedded org is allocated a minimum of GB For example an Forcecom Platform Embedded

org with users at MB per user receives MB plus GB or GB total data storage A Forcecom Platform Embedded org with

users receives GB because users multiplied by MB per user is GB

For file storage each Forcecom Platform Embedded org is allocated a peruser limit multiplied by the number of users in the org plus

a perorg allocation of GB For example a Forcecom Platform Embedded org with users receives GB of file storage or GB

per user multiplied by users plus GB

For data and file storage limits for other Salesforce editions refer to Data and File Storage Allocations

API Limits

The Forcecom Platform Embedded Admin license comes with an Enterprise Edition org and Forcecom Platform Embedded provides
a Platform license
Salesforce Edition

API Requests Calls Per License Type Total Requests Calls Per Hour Period

Enterprise Edition

number of licenses x calls per license type

OEM User License Comparison

OEM User License Guide

Limits are enforced against the aggregate of all API calls made to the org in a hour period Limits arent on a peruser basis When an

org exceeds a limit all users in the org can be temporarily blocked from making calls Calls are blocked until usage for the preceding
hours drops below the limit

For Enterprise Edition org API limits including API limits with External User licenses refer to API Request Limits and Allocations

Considerations for Government Cloud Plus Customers
Keep these considerations in mind when you work with Government Cloud Plus customers
If you sell to a Government Cloud Plus customer additional fees and restrictions apply For details contact your Partner Account

Manager PAM

Only Services that are included in the Government Cloud Plus Products list can be resold to Government Cloud Plus Customers This
list is updated from time to time and is available on Salesforces Agreements and Terms page
To identify a Government Cloud Plus customer check the Salesforce instance where their org resides The instance is listed on the

customers license record in the License Management App LMA After you determine the instance where their org resides compare

it with the Government Cloud Plus instances on Salesforce Help

Legacy License Types
These licenses arent available to new partners but can be resold by existing partners who have already contracted to resell them These
licenses can be assigned to external users only

ISV PortalAn Authenticated Website license with basic data sharing options Manual sharing to user and participation in sharing

groups arent permitted Users can only log in via Salesforce Platform Sites An ISV Portal license is best used when projected user

volumes exceed

ISV Portal with SharingA Customer Portal Manage Custom license with full sharing capabilities Users can log in only via Salesforce

Platform Sites This license is best used when projected user volumes are under and granular security access is required

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