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ISVforce Guide: Build and Distribute AppExchange Solutions
Get Ready to Distribute on AppExchange
Use Managed Packages to Develop Your AppExchange Solution
Manage Orgs with Environment Hub
Architectural Considerations for Group and Professional Editions
Security Requirements for AppExchange Partners and Solutions
Pass the AppExchange Security Review
Manage Your AppExchange Listings
Sell on AppExchange with Checkout
Report Orders to Salesforce with the Channel Order App
Provide Free Trials of Your AppExchange Solution
OEM User License Guide
PDF

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:
  • Force.com Platform Embedded—A contractually restricted Enterprise Edition Platform license.
  • Force.com Platform Embedded Admin—A contractually restricted Enterprise Edition Salesforce admin license that’s required on all initial orders. It’s used to configure and administer the OEM application. This license prohibits providing access to or use of any CRM functionality. Prohibitions include, but aren’t limited to, create, read, update, and delete (CRUD) on Leads, Opportunities, Cases, Solutions, Forecasts, and Campaigns.
  • Force.com Platform Embedded Partner Admin—A 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 can’t use this license.
  • Financial Service Cloud Embedded Starter—A contractually and technically restricted Enterprise Edition version of the Financial Services Cloud–Sales & Service product. This license includes the features of Force.com Platform Embedded and part of the Financial Services Cloud data model. 
  • Identity for Employees—An Identity Only license that provides single sign-on (SSO) and identity provider features for customers who manage identity and access rules for apps via Salesforce.
External User Licenses: These licenses can be assigned to external users only.
  • Commerce Portal—Custom digital experiences to engage any external stakeholder, including Brand Engagement and Customer Loyalty.
  • Customer Community—Business-to-consumer experiences well suited for communities with large numbers of external users who need access to Salesforce Knowledge.
  • Customer Community Plus—Similar to the Customer Community license with more storage, access to reports and dashboards, and advanced sharing.
  • Partner Community—Business-to-business experiences for users who need access to sales data, where the OEM partner’s solution allows access to Sales objects. Partner Community licenses can’t 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 10 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 Force.com Platform 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.
  • Check indicates included—Included in license
  • $—Available as an add-on for a fee
  • C—Create access to the object
  • R—Read access to the object
  • U—Update access to the object
  • D —Delete access to the object

Success plans aren’t included or amended in any OEM subscription. To learn more about success plans, go to Salesforce Agreements and Terms.

Important

Objects

Object Accessed Force.com 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 Uses CRUD 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
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 Force.com Platform Embedded.

Financial Services Cloud-Only Objects

Review access permissions for objects available only in the Financial Services Cloud Embedded Starter license.

Object Accessed Financial Services Cloud Embedded Starter
Account-Account Relation CRUD
Alerts CRUD
Assets & Liabilities CRUD
Billing Statement CRUD
Business Milestone CRUD
Card CRUD
Contract-Contact 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 Force.com Platform Embedded Financial Services Cloud Embedded Starter
Console Check indicates included Check indicates included
Analytics (CRM Analytics) $ $
Create Knowledge Articles $ $
Salesforce Mobile App Check indicates included Check indicates included
Offline Check indicates included Check indicates included
Flows and Process Builder Check indicates included Check indicates included
Approval Process Check indicates included Check indicates included
Original Territory Management* — —
Enterprise Territory Management Check indicates included Check indicates included

* Original Territory Management was retired for all customers in the Summer ’21 release. Users can’t 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 Force.com Platform Embedded Financial Services Cloud Embedded Starter
Account Teams Check indicates included Check indicates included
Advanced Sharing Check indicates included Check indicates included
Chatter Check indicates included Check indicates included
Custom Profiles Check indicates included Check indicates included
Custom Permission Sets Check indicates included Check indicates included
Einstein Search Check indicates included Check indicates included
Customize Reports Check indicates included Check indicates included
Customize Dashboards Check indicates included Check indicates included
View Dashboards* Check indicates included Check indicates included
Identity Check indicates included Check indicates included
Org Allows Custom Profiles and Page Layouts Check indicates included Check indicates included
Org Allows Record Types Check indicates included Check indicates included
Send Email Check indicates included Check indicates included
Submit Workflow Approvals Check indicates included Check indicates included
Unlimited Next Best Action Strategy Executions** Check indicates included Check indicates included
Custom Tabs Limit 25 25
Custom Objects Limit 400*** 400***

* 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 aren’t viewable by other Salesforce Platform license types.

** Next Best Action requests made by users with this permission aren’t counted against the monthly entitlement.

*** The limit of 400 custom objects applies to the primary solution offering. End users can create and access up to 10 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 Force.com 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 Force.com Platform Embedded UE license on behalf of the partner. The partner’s Force.com Platform Embedded contractual terms apply to the provisioned Force.com Platform Embedded UE license. Per-user storage limits are governed by the UE license allocations.

Additional Org Limits (Added Per User) Force.com Platform Embedded Financial Services Cloud Embedded Starter
Data Storage 20 MB 20 MB
File Storage 2 GB 2 GB

Each Force.com Platform Embedded org is allocated a minimum of 10 GB, which is the base data storage allocation for an Enterprise Edition org. For example, a Force.com Platform Embedded org with 20 users at 20 MB per user receives 400 MB plus 10 GB, or 10.4-GB total data storage. A Force.com Platform Embedded org with 100 users receives 12 GB because 100 users multiplied by 20 MB per user is 2 GB.

If your customer has an existing Enterprise Edition org, they aren't granted an additional 10 GB of data storage when they buy your solution. Their org already includes the 10 GB of data storage as part of the base allocation.

Note

For file storage, each Force.com Platform Embedded org is allocated a per-user limit multiplied by the number of users in the org plus a per-org allocation of 10 GB. For example, a Force.com Platform Embedded org with 600 users receives 1,210 GB of file storage, or 2 GB per user multiplied by 600 users plus 10 GB.

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

API Limits

Limits are enforced against the aggregate of all API calls made to the org in a 24-hour period. Limits aren’t on a per-user 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 24 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.

Salesforce Edition API Requests (Calls) Per License Type Per 24-Hour Period Total Requests (Calls) Per 24-Hour Period
Enterprise Edition
  • Force.com Platform Embedded: 1,000
  • Financial Services Cloud Embedded Starter: 1,000
 100,000 + (number of licenses x calls per license type) + purchased API call add-ons

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 Salesforce’s 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 customer’s 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 aren’t 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 Portal—An Authenticated Website license with basic data sharing options. Manual sharing to user and participation in sharing groups aren’t permitted. Users can only log in via Salesforce Platform Sites. An ISV Portal license is best used when projected user volumes exceed 100,000.
  • ISV Portal with Sharing—A 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 100,000 and granular security access is required.