Salesforce editions differ greatly in terms of features, functional limitations, and prices. The wrong choice may result either in insufficient coverage of your sales needs with CRM or in massive spending on the advanced features you don’t really need. Depending on the size of your business and team, you must choose a Salesforce edition that’s reasonable and profitable for you. It’s crucial to carefully consider the complexities of your organisation and process, along with customisation requirements. Salesforce mainly provides 5 types of editions namely Essential Edition, Professional Edition, Enterprise Edition, Unlimited Edition, and Developer Edition.
To help you avoid some unwanted consequences, we’ve prepared a thorough Salesforce editions comparison based on our Salesforce implementation experience.
1. Essential EditionThis Salesforce CRM edition is suitable for small companies that need basic CRM software services with standard features. Essentials Edition may be enough to solve the vital needs of your marketing and sales teams as it offers a company a simple assortment of default features, so it is a perfect option to satisfy the basic needs of the sales team, such as:Features1. Account and Contact Management 2. Lead Management (Lead Assignment and Routing, Duplicate Check, Web to Lead Forms, Customizable Email Templates, Campaign Management, Mass Emailing your Leads and Contacts, Opt-Out Functionality)3. Opportunity Management 4. Customizable Sales Process5. Reports and Dashboards for your business analytics and real-time insights6. Auto Email Notifications to salesforce users 7. Case Management8. Files Storage with Records9. Chatter10. Google Apps Integration11. Email Integration with Outlook12. Task Management, Activity Feed13. Automation – 5 processes & 5 flows per org14. Storage – 10 GB (Basic)15. Compatible with App Exchange Products16. Customized Salesforce Apps created via App Builder Good for you if- You like to start with a small investment and don’t need huge automation.- Need basic CRM for storing Leads, Account, and Opportunities.- You are a single business user with small and less complex businesses.- You don’t need Custom Record Security- You have Corporate Customers, not the Individual Customers Limitations1. No Sandboxes for Developments, all changes and configuration will be in a Live environment. (Testing is a challenge)2. Maximum 5 Users3. No Web Services API, which means no custom or standard Integrations with external systems. 4. No Workflow and Approval Processes5. No Certificates6. Does not support Native Salesforce Product Data Model7. No Person accounts.8. No Out of box Quotes. 9. No Roles and Permissions10. No Record Types (Record Type is a feature to differentiate record belong to the same Object/Table)11. No Advanced reporting features i.e. cross filters, joined reports, bucketing, and history tracking.12. Limited Custom Apps13. Limit of 100 Custom fields per object14. Limit of Maximum 50 Objects15. 5000 Custom Labels16. Max 1 Custom Profiles17. No Custom settings18. No Divisions19. No Entitlement processes and milestones20. No External objects21. Field history tracking for a maximum of 20 custom or standard field objects22. No Ideas: maximum size of HTML idea comment23. No Ideas: maximum size of HTML idea description24. No Lightning Apps25. 10000 Omni-Channels: maximum pending routing requests26. 30000 Omni-Channels per hour: maximum queued work items27. No Opportunity Teams28. 5 Permission Sets29. 300 Sharing Rules per object30. No Territories: maximum account assignment rules31. No Visual Workflow32. Max of 55500 new cases every 24 hours33. Max of 55500 new leads every 24 hours34. No Custom report types35. No Dashboard Filters36. No Dynamic Dashboards Org Current Pricing
$ 25 USD/user/month** (billed annually)
*For latest Pricing https://www.salesforce.com/editions-pricing/sales-cloud/ 2. Professional EditionThe professional edition is well suited for mid-sized organizations with only one sales department. The Professional plan offers a company advanced CRM functionality, so it can be used to manage diverse books, agreements, orders, and other records essential in the sales process. Unlike the Lightning Essentials, Lightning Professional has no user limits so Professional will suit an actively growing company. Features and Advantages over Essentials1. All features from Essentials2. Sandboxes3. Supports Custom Object (Max 50)4. Master-Detail Relationship between objects5. Supports Entitlements6. Create upto 10 Custom Apps7. 10 Permission Sets8. Upto 2 Custom Profiles9. Upto 2 Roles10. 3 Record Types per Object11. Rule-based lead scoring12. Contract administration13. Supports Products, Quotes, and price books14. Salesforce Enterprise Territory Management15. Transaction and order management16. Lightning Sync.17. Sales forecasting.18.Webservice API (Paid*) 19. Supports Person Accounts Good for you if– Your business model demands some extra information in the system other than Accounts, Opportunities, and Contacts.- You have more than 5 users to access the salesforce- You need App Exchange Products that require API Integrations- You have Individuals as Accounts- You have products to sell and need to link with Opportunities. Limitations1. Limit of 20 Validation Rules per Object2. Limit of 100 Custom Fields per Object3. Limit of 20 Custom Fields on Activities4. Limit of 10 Custom Tabs5. Limit of 50 Custom Objects6. No Workflow/ Approvals / Visual Workflow7. No Ability to mass Grant Login Access to a System Administrator8. No Data Export (Weekly Export Service to backup your Salesforce org)9. No Service Cloud Console10. No Salesforce Knowledge11. No Live Agent12. Another Limitation of Professional Edition is process automation constraints same as Essentials i.e. 5 Process builder/ Flows 13. No Change Sets for Deployments from Sandbox to Salesforce14. No API (thus no ability to use the Data Loader or build custom integrations)15. No Partial Copy Sandbox16. Limit of 10 Developer Sandboxes17. No Custom Settings Current Pricing$ 75 USD/user/month**(billed annually)For latest Pricing https://www.salesforce.com/editions-pricing/sales-cloud/ 3. Enterprise Edition The enterprise edition is designed to fulfill the requirement of large and complex businesses. It provides access to all platform functionality, which includes advanced tools for customizations and administrations. This edition enables the organization to access the Salesforce APIs so that the developers can integrate the applications with the back-office systems. Features 1. All Features from Essentials and Processional2. Customization using LWC, Lightning Aura, and APEX (Key Feature)3. Build your own business logic and use Salesforce like a Platform.4. Configure Sales Teams5. Access to building public Sites For Customers and exposing Data to Customers6. Partial Sandbox for Development and UAT7. Full Sandbox (Paid)8. Unlimited Record Types9. Unlimited Profiles and Roles10. 2000 Active Process builders and Flows11. Supports Workflows12. 1000 Permission Sets13. 25 Lightning Apps14. 100 External Objects (Key Feature) 15. Upto 300 Custom Settings16. Upto 200 Custom Objects17. Upto 500 Custom Fields per Object18. Supports Upto 50 Certificates Good for you if– Your business has complex business scenarios- Need Complete customized CRM solution and business management- Need of custom application UI for efficient business flows-Your Business has Bulk Data.- Large set of users with different roles and permissions to access the data. Limitations 1. Limit of 260 Custom Apps2. Limit of 500 Custom fields per object3. Limit of 300 Custom settings: maximum fields per setting4. Limit of 100 Divisions: Maximum5. Limit of 25 Lightning Apps6. Limit of 1000 Reply: maximum characters7. Limit of 200 Custom report types8. Limit of 5 Dynamic Dashboards Per Org9. Limit of 1 Reporting SnapshotCurrent Pricing $ 150 USD/user/month**(billed annually)*For latest Pricing https://www.salesforce.com/editions-pricing/sales-cloud/ 4. Unlimited Edition This is the most expensive and top-end Salesforce Edition and is suitable for large companies with thousands of users. You can opt for Lightning Unlimited if you need the ultimate functionality, customizability, and support.Features1. 500 validation rules2. 800 custom fields per object3. 2000 custom objects4. An unlimited number of Lightning apps. Current Pricing$ 300 USD/user/month**(billed annually) *For latest Pricing https://www.salesforce.com/editions-pricing/sales-cloud/ 5. Developers Edition (–FREE–) This edition is dedicatedly up for the developers or POCs. Developer Edition has similar features and functionality to Enterprise Editions (but has much lower storage), and includes a limited number of a variety of licenses (Sales Cloud, Service Cloud, Community, etc.). These accounts are used exclusively for testing and development and are provided for free by Salesforce to help the community to build and test on the platform. They cannot be converted to any other edition and do not expire if used even once in the year. Limitations1. Don’t have Sandboxes.2. Limited Storage3. Salesforce ethically does not allow companies to use this edition for business purposes and hold the right to turn off the respective developer edition any time if any suspected activity is detected. Already bought the Salesforce Org? Check your Edition Now! Follow the below two steps:– From the Setup option, enter the Company information in the quick find box, and choose the Company Information.- The Organization Edition will appear in the lower right of the screen.
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