---
schema_version: "1"
id: f982596be29fffc7c3c5d8e63706a120fa3c24220042d04ccf56d70c806f3adf
title: Get Started with Permission Set Licenses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_get_started_with_psls.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_get_started_with_psls.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10545fc90976495cefb5f8d67cfa2744640c0d9b5d79140480d39ffa72f1dae9
description: Whether you're a new customer or an existing customer, use these workflows to get started with permission sets and permission set licenses.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Get Started with Permission Set Licenses

Whether you're a new customer or an existing customer, use these workflows to get started with permission sets and permission set licenses.

## New Customers

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d343812e37">New Customers</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_what_are_permission_set_licensespermission_set_groupsand_permissionsets__243129.htm&amp;release=264.0.0&amp;type=5" title="You can control users' access to CME features and functionality with permission set licenses, permission set groups, and permission sets.">What are Permission Set Licenses, Permission Set Groups, and Permission Sets?</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_view_your_purchased_psls.htm&amp;release=264.0.0&amp;type=5" title="When you purchase Communications, Media or Energy Cloud licenses, permission set licenses are automatically provisioned in your org. If you purchased Communications, Media or Energy Cloud before 17 May, 2022, you can continue to use your existing managed package licenses. In order to confirm if your org is using Permission Set Licenses please follow the steps below.">View Your Purchased Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_verify_your_mpls.htm&amp;release=264.0.0&amp;type=5" title="If you purchased Communications, Media or Energy Cloud before 17 May, 2022, your org is provisioned with managed package licenses. Learn how to view your managed package licenses.">View Your Managed Package Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_map_permission_sets_to_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="After installation, the CME managed package adds permission sets for the Communications, Media, and Energy verticals to your org. Some of these permission sets map to permission set licenses. For each license that you purhcased, grant your users the equivalent permission set. This allows your users to access various applications and features. You can only use permission sets for which you own the equivalent permission set license.">Map Permission Sets to Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_permission_set_license_reference.htm&amp;release=264.0.0&amp;type=5" title="This table lists permission sets by vertical, their associated permission set licenses, and what access they grant when assigned to users.">Permission Set License Reference</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_assign_permission_sets_and_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="To use Communications, Media, and Energy features, assign permission sets and permission set licenses to your users.">Assign Permission Sets and Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">Optional: <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_deploy_sample_permission_sets_and_permission_set_groups_243148.htm&amp;release=264.0.0&amp;type=5" title="You can optionally deploy and install sample permission sets and permission set groups. The sample permission sets provide object, class, and page access for your cloud. You can use permission set groups with both types of CME licenses - managed package licenses and permission set licenses.">Deploy Sample Permission Sets and Permission Set Groups</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">Optional: <a href="https://help.salesforce.com/s/articleView?id=ind.comms_clone_and_customize_managed_permission_sets.htm&amp;release=264.0.0&amp;type=5" title="The Communications, Media, and Energy managed package provides managed permission sets out-of-the-box that provide access to the various features available in the package. Since these permission sets can provide broad access to features, you can optionally clone and customize these permission sets to provide fine-grained access to your users.">Clone and Customize Managed Permission Sets</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_set_up_sandbox_environments_for_permission_set_licenses_243218.htm&amp;release=264.0.0&amp;type=5" title="To use sandbox environments to test permission set licenses in Winter '23 and earlier releases, configure your environment by creating a custom setting and running a command.">Earlier Releases: Set Up Sandbox Environments for Permission Set Licenses</a>
              </p>
              <p>or</p>
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_242_set_up_sandbox_environments_for_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="To use sandbox environments to test permission set licenses, enable the permission set license testing feature.">Spring '23 and Later Releases: Set Up Sandbox Environments for Permission Set Licenses</a>
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="New Customers" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e37 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_verify_psls_in_production.htm&amp;release=264.0.0&amp;type=5" title="After assigning your custom permission set licenses and permission set groups, verify that your users can access the apps and objects that they expect. If your users were previously using managed package licenses, ensure that they're removed from their accounts.">Verify Permission Set Licenses in Production</a>
            </td>

          </tr>
        </tbody>
      </table>

## Existing Customers

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d343812e210">Customers Migrating From Managed Package Licenses</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_what_are_permission_set_licensespermission_set_groupsand_permissionsets__243129.htm&amp;release=264.0.0&amp;type=5" title="You can control users' access to CME features and functionality with permission set licenses, permission set groups, and permission sets.">What are Permission Set Licenses, Permission Set Groups, and Permission Sets?</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_view_your_purchased_psls.htm&amp;release=264.0.0&amp;type=5" title="When you purchase Communications, Media or Energy Cloud licenses, permission set licenses are automatically provisioned in your org. If you purchased Communications, Media or Energy Cloud before 17 May, 2022, you can continue to use your existing managed package licenses. In order to confirm if your org is using Permission Set Licenses please follow the steps below.">View Your Purchased Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_verify_your_mpls.htm&amp;release=264.0.0&amp;type=5" title="If you purchased Communications, Media or Energy Cloud before 17 May, 2022, your org is provisioned with managed package licenses. Learn how to view your managed package licenses.">View Your Managed Package Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_map_permission_sets_to_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="After installation, the CME managed package adds permission sets for the Communications, Media, and Energy verticals to your org. Some of these permission sets map to permission set licenses. For each license that you purhcased, grant your users the equivalent permission set. This allows your users to access various applications and features. You can only use permission sets for which you own the equivalent permission set license.">Map Permission Sets to Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_permission_set_license_reference.htm&amp;release=264.0.0&amp;type=5" title="This table lists permission sets by vertical, their associated permission set licenses, and what access they grant when assigned to users.">Permission Set License Reference</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_assign_permission_sets_and_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="To use Communications, Media, and Energy features, assign permission sets and permission set licenses to your users.">Assign Permission Sets and Permission Set Licenses</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">Optional: <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_deploy_sample_permission_sets_and_permission_set_groups_243148.htm&amp;release=264.0.0&amp;type=5" title="You can optionally deploy and install sample permission sets and permission set groups. The sample permission sets provide object, class, and page access for your cloud. You can use permission set groups with both types of CME licenses - managed package licenses and permission set licenses.">Deploy Sample Permission Sets and Permission Set Groups</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">Optional: <a href="https://help.salesforce.com/s/articleView?id=ind.comms_clone_and_customize_managed_permission_sets.htm&amp;release=264.0.0&amp;type=5" title="The Communications, Media, and Energy managed package provides managed permission sets out-of-the-box that provide access to the various features available in the package. Since these permission sets can provide broad access to features, you can optionally clone and customize these permission sets to provide fine-grained access to your users.">Clone and Customize Managed Permission Sets</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_set_up_sandbox_environments_for_permission_set_licenses_243218.htm&amp;release=264.0.0&amp;type=5" title="To use sandbox environments to test permission set licenses in Winter '23 and earlier releases, configure your environment by creating a custom setting and running a command.">Earlier Releases: Set Up Sandbox Environments for Permission Set Licenses</a>
              </p>
              <p>or</p>
              <p style="margin-bottom:0;">
                <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_242_set_up_sandbox_environments_for_permission_set_licenses.htm&amp;release=264.0.0&amp;type=5" title="To use sandbox environments to test permission set licenses, enable the permission set license testing feature.">Spring '23 and Later Releases: Set Up Sandbox Environments for Permission Set Licenses</a>
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 "><a href="https://help.salesforce.com/s/articleView?id=ind.comms_remove_managed_package_licenses_from_a_single_user_.htm&amp;release=264.0.0&amp;type=5" title="If you're migrating a user from managed package licenses to permission set licenses, remove managed package licenses from the user.">Remove Managed Package Licenses From a Single User</a> or <a href="https://help.salesforce.com/s/articleView?id=ind.comms_remove_managed_package_licenses_from_multiple_users.htm&amp;release=264.0.0&amp;type=5" title="If you're migrating multiple users from managed package licenses to permission set licenses, remove managed package licenses from these users.">Remove Managed Package Licenses From Multiple Users</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customers Migrating From Managed Package Licenses" class="slds-cell-wrap" style="vertical-align:top;" headers="d343812e210 ">
              <a href="https://help.salesforce.com/s/articleView?id=ind.comms_verify_psls_in_production.htm&amp;release=264.0.0&amp;type=5" title="After assigning your custom permission set licenses and permission set groups, verify that your users can access the apps and objects that they expect. If your users were previously using managed package licenses, ensure that they're removed from their accounts.">Verify Permission Set Licenses in Production</a>
            </td>

          </tr>
        </tbody>
      </table>

- **[What are Permission Set Licenses, Permission Set Groups, and Permission Sets?](https://help.salesforce.com/s/articleView?id=ind.comms_t_what_are_permission_set_licensespermission_set_groupsand_permissionsets__243129.htm&release=264.0.0&type=5)**  
    You can control users' access to CME features and functionality with permission set licenses, permission set groups, and permission sets.
- **[View Your Purchased Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.comms_view_your_purchased_psls.htm&release=264.0.0&type=5)**  
    When you purchase Communications, Media or Energy Cloud licenses, permission set licenses are automatically provisioned in your org. If you purchased Communications, Media or Energy Cloud before 17 May, 2022, you can continue to use your existing managed package licenses. In order to confirm if your org is using Permission Set Licenses please follow the steps below.
- **[View Your Managed Package Licenses](https://help.salesforce.com/s/articleView?id=ind.comms_verify_your_mpls.htm&release=264.0.0&type=5)**  
    If you purchased Communications, Media or Energy Cloud before 17 May, 2022, your org is provisioned with managed package licenses. Learn how to view your managed package licenses.
- **[Map Permission Sets to Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.comms_map_permission_sets_to_permission_set_licenses.htm&release=264.0.0&type=5)**  
    After installation, the CME managed package adds permission sets for the Communications, Media, and Energy verticals to your org. Some of these permission sets map to permission set licenses. For each license that you purhcased, grant your users the equivalent permission set. This allows your users to access various applications and features. You can only use permission sets for which you own the equivalent permission set license.
- **[Assign Permission Sets and Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.comms_assign_permission_sets_and_permission_set_licenses.htm&release=264.0.0&type=5)**  
    To use Communications, Media, and Energy features, assign permission sets and permission set licenses to your users.
- **[Deploy Sample Permission Sets and Permission Set Groups](https://help.salesforce.com/s/articleView?id=ind.comms_t_deploy_sample_permission_sets_and_permission_set_groups_243148.htm&release=264.0.0&type=5)**  
    You can optionally deploy and install sample permission sets and permission set groups. The sample permission sets provide object, class, and page access for your cloud. You can use permission set groups with both types of CME licenses - managed package licenses and permission set licenses.
- **[Clone and Customize Managed Permission Sets](https://help.salesforce.com/s/articleView?id=ind.comms_clone_and_customize_managed_permission_sets.htm&release=264.0.0&type=5)**  
    The Communications, Media, and Energy managed package provides managed permission sets out-of-the-box that provide access to the various features available in the package. Since these permission sets can provide broad access to features, you can optionally clone and customize these permission sets to provide fine-grained access to your users.
- **[Set Up Sandbox Environments for Permission Set Licenses](https://help.salesforce.com/s/articleView?id=ind.comms_set_up_sandbox_environments_for_permission_set_licenses.htm&release=264.0.0&type=5)**  
    Depending on your release, set up sandbox environments to test permission set licenses.
- **[Remove Managed Package Licenses From a Single User](https://help.salesforce.com/s/articleView?id=ind.comms_remove_managed_package_licenses_from_a_single_user_.htm&release=264.0.0&type=5)**  
    If you're migrating a user from managed package licenses to permission set licenses, remove managed package licenses from the user.
- **[Remove Managed Package Licenses From Multiple Users](https://help.salesforce.com/s/articleView?id=ind.comms_remove_managed_package_licenses_from_multiple_users.htm&release=264.0.0&type=5)**  
    If you're migrating multiple users from managed package licenses to permission set licenses, remove managed package licenses from these users.
- **[Verify Permission Set Licenses in Production](https://help.salesforce.com/s/articleView?id=ind.comms_verify_psls_in_production.htm&release=264.0.0&type=5)**  
    After assigning your custom permission set licenses and permission set groups, verify that your users can access the apps and objects that they expect. If your users were previously using managed package licenses, ensure that they're removed from their accounts.