Tuesday, February 11, 2014

Salesforce: How to report Service Cloud users?

For Salesforce customers using Service Cloud, the Service Cloud user feature license entitles users to additional Salesforce features, such as the Salesforce console.

To assign the license to a user:
1. From Setup, click Manage Users | Users.
2. Click Edit next to a user's name.
3. Select Service Cloud User.
4. Click Save.

But, until Winter '14 release, we cannot run report on which users has this license enabled. It is too difficult if have to check each users. The workaround is to use tool with SOQL, such as Data Loader.

The field on the user object which holds the "Service Cloud User" checkbox value is "USERPERMISSIONSSUPPORTUSER". Using the data loader, we can export a list of users with service cloud user checkbox enabled by adding a filter USERPERMISSIONSSUPPORTUSER=TRUE

Select Id, Username from User where USERPERMISSIONSSUPPORTUSER = True

This field does not show up when you are using the Data Export Services.  So tool with SOQL call is the only workaround as of now.

Assigning the Service Cloud Feature License to Users
How to get a list of service cloud console users?

Make the Service Cloud User field available for User List Views

1 comment:

  1. Or use the development console and query:
    SELECT Id, Username, FirstName, LastName, UserType FROM User
    WHERE UserPermissionsSupportUser = true and isActive = true


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