Assigning User Licenses in the CRM

You can choose to maintain SAM user licensing in your CRM. To do this, you need to do the following:

  • Create the SAM licensing fields in the CRM and add the fields to the User form/layout.

  • Map the User fields in the SAM Admin Tool.

NOTE:
Typically this is set up as part of the SAM integration when requested. If CRM user maintenance was not part of your initial integration and you want to implement it, please contact SAM support prior to completing this procedure.

Creating the SAM licensing fields in the CRM

  1. Create the SAM licensing fields on the User object in the CRM as indicated in the following table. You only need to create the licensing fields you will be using (for example, if you are not using the Manager license type, you do not need to create those fields).

Field Name

Type

Blue Sheet User (Read/Write)

Checkbox

Blue Sheet Read Only

Checkbox

Blue Sheet Manager (Partial Write)

Checkbox

Green Sheet User (Read/Write)

Checkbox

Green Sheet Manager (Partial Write)

Checkbox

Green Sheet Read Only

Checkbox

Gold Sheet User (Read/Write)

Checkbox

Gold Sheet Read Only

Checkbox

Gold Sheet Manager (Partial Write)

Checkbox

Platinum Sheet User (Read/Write)

Checkbox

Platinum Sheet User Read Only

Checkbox

Platinum Sheet Manager (Partial Write)

Checkbox

Funnel ScoreCard®

Checkbox

Sales Process Funnel™

Checkbox

NOTE:
For MSCRM only: These fields are created automatically in MSCRM during the SAM installation.

  1. Add the SAM licensing fields to the User form or layout.

Mapping the User fields in the SAM Admin Tool

  1. At the SAM Admin Tool Main Menu, click Field Mapping and then click Refresh Field Lists from CRM. The message, "Field Definitions have been loaded from CRM" appears.

  2. Click User Mapping. The User Mapping page appears.

  3. Map the applicable license fields. See About Field Mapping for information on how to map a field.

  4. Click Back and click Back again to return to the Main Menu.

  5. Click Refresh User List.

WARNING:
If you mapped the fields but did not place them on the User form and then Refresh the User List, Refresh User List will release all of the licenses previously set in the SAM Admin Tool.

 

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