Review User Adoptions

Overview

Periodically, this routine can be run to review the usage of GoldFinch software for the past 12 months. It is also helpful in determining the correct number of GoldFinch licenses needed for compliance.

Steps

Click App Launcher, and search for DW User Adoptions.

You will see 3 pre-defined views.

1-Modify/Insert Count view displays Object Name, Records Inserted, and Records Modified by user and by month.

2-User License Type by Month view displays the number of Object Inserted/Modified and License Type, by user and by month.

3-No. of Licenses by Month view displays No. of Full Licenses and No. of Limited Licenses by Month, based on GoldFinch objects inserted or modified.

You must make sure you have enough Full Licenses for your users for compliance.

The No. of Limited Licenses calculated above does not include users who only read data, or who only update standard Salesforce objects, such as Account, Contact, Task, or other activities.

Contractually, a limited license can read all GoldFinch objects, but can only insert/modify up to 3 GoldFinch objects.

While GoldFinch does not technically restrict limited user access, you must manage permission sets and profiles properly to ensure compliance.

How to Run the Batch Routine

The batch routine can be run any time you want.

Go to Developer Console\Debug\Open Execute Anonymous Window, and run the following code:

GFCON.DWUserAdoptionDeleteBatchable batchClassInstance = new GFCON.DWUserAdoptionDeleteBatchable();

// Start the batch job

Database.executeBatch(batchClassInstance, 200);

More Licensing Information

https://goldfinchcloudsolutions.com/msa/

2.3 Use of a “Salesperson License” is limited to read-only access and editing on no more than three (3) objects. If you exceed a contractual usage limit, we may work with you to seek to reduce your usage so that it conforms to that limit. If, notwithstanding our efforts, you are unable or unwilling to abide by a contractual usage limit, you will execute an Order Form for additional quantities of the applicable services or content promptly upon our request, and/or pay any invoice for excess usage in accordance with Section 5.2 (Invoicing and Payment).