Productivity Fox: Salesforce Licensing
The following license types support access to the Productivity Fox Application:
– Salesforce Platform
When selecting a user license, consider the following:
– A full Salesforce license is required for Admin Users.
– A Salesforce Platform license will provide the necessary access required for Productivity Fox, but it does not provide full access to standard CRM functionality, including Forecasting and Opportunities.
A Salesforce Platform license is included when purchasing a Productivity Fox license. If you require additional Salesforce licenses, please contact your Salesforce representative.
When selecting a user profile, the following pairings are suggested:
|Salesforce||System Administrator||PF Admin User|
|Salesforce||Standard User||Non-Admin PF User
Full CRM Functionality
|Salesforce Platform||Standard Platform User||Non-Admin PF User
Limited CRM Functionality
It will likely be the case that your organization has its own custom profiles. If you have any questions relating to the custom profiles in your organization, please contact your System Administrator.