Remove Dialer Licenses from Users

Make Dialer licenses available for others by removing the permission sets and the permission set licenses from existing users.

Required Editions

Available in: Lightning Experience

Available with Sales Cloud and Service Cloud in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions

Sales Dialer is available for an additional cost as an add-on license.

User Permissions Needed
To remove permission sets: Assign Permission Sets
Important
Important Sales Dialer is scheduled for retirement. No new features or enhancements are being added to Sales Dialer. Information regarding formal end-of-life for features is posted on Salesforce Active Product & Feature Retirements.

To use telephony features directly in Salesforce, we recommend that you modernize your experience by moving to Salesforce Voice. Salesforce Voice offers many of the telephony features that you love and more. See Get to Know Salesforce Voice.

When assigning licenses to users, you need to only assign permission sets. Permission set licenses are added automatically. However, to make the licenses available to reassign, you need to remove both the permission set and the permission set license.

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Select a user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. Remove the Dialer permission sets.
  5. Click Save.
  6. In the Permission Set License Assignments related list, click Edit Assignments.
  7. Deselect the Dialer permission set licenses.
  8. Click Save.