Salesforce offers multiple CRM
editions like the Essentials, Professional, Enterprise and Unlimited –
each of these Salesforce editions geared towards specific business needs.
Designed for small businesses to large enterprises, the CRM is packed with
comprehensive features that will help you enable real time communication,
enhance customer experiences, drive sales and make better business decisions.
However, to make the most out of Salesforce, you need to be sure you choose the
right edition of CRM that best fits your unique business needs. So here’s a
deep dive into each of the Salesforce editions to help you decide which one is
right for you.
Below are the available Editions in Salesforce:
Lightning Essentials
Professional
Enterprise
Unlimited
Developer
Lightning Essentials ($25.User/Month)
This Edition is more suitable for
small companies that need basic CRM software with standard features. Salesforce
Lightning Essentials comes with the following functionalities that may be
enough to solve the vital needs of your sales and marketing teams
·
Account management
·
Contact management
·
Opportunity
management
·
Customizable sales
process
·
Task and event
tracking
·
Lead management
·
Salesforce mobile
app
·
Customizable
reports and standard dashboards
·
Chatter for
employees’ collaboration
·
Case management
Limitations of Salesforce Editions – Lightning Essential
·
No Action Plans
·
No Categories:
maximum default categories and hierarchy levels
·
No Category groups
·
No Certificates
·
Unlimited Custom
Apps
·
Limit of 100 Custom
Big objects
·
Limit of 100 Custom
fields per object
·
5000 Custom Labels
·
No Custom Objects
·
No Custom
permissions
·
2 Custom Profiles
·
No Custom settings
·
No Divisions
·
No Entitlement
processes and milestones
·
No External objects
·
Field history
tracking for maximum of 20 custom or standard field objects
·
No Ideas: maximum
size of HTML idea comment
·
No Ideas: maximum
size of HTML idea description
·
No Lightning Apps
·
10000
Omni-Channels: maximum pending routing requests
·
30000 Omni-Channels
per hour: maximum queued work items
·
No Opportunity
Teams
·
5 Permission Sets
·
300 Sharing Rules
per object
·
No Territories:
maximum account assignment rules
·
No Visual Workflow
·
Max of 55500 new
cases every 24 hours
·
Max of 55500 new
leads every 24 hours
·
No Custom report
types
·
No Dashboard
Filters
·
No Dynamic
Dashboards Per Org
·
No Reporting
Snapshots
·
No Scheduled
dashboard refreshes
Lightning
Professional ($75/User/Month):
Unlike the Lightning Essentials,
Lightning Professional has no user limits. This edition is a suitable solution
for mid-sized companies with the finite product or service offerings and a
single sales unit.
·
Campaign management
·
Rules-based lead
scoring
·
Lead assignment and
routing
·
Mass emails
·
Contract management
·
Products
and price books
·
Quote and order
management
·
Case management
·
Google apps
integration (Gmail, Calendar, Sheets, etc.)
·
Process builder to
automate business processes
·
Developer Sandbox
to develop and test new functionalities
Limitations of Salesforce Editions – Salesforce Professional
Below is a list of features NOT
available in Lightning Professional Edition.
Analytics
·
No Joined Reports
·
No Bucket Fields
·
No Cross Filters
(e.g. Accounts without Opportunities)
·
No Dynamic
Dashboards
·
No Scheduled
Dashboards (you can schedule a Report)
·
50 Custom Report
Types vs. 200 in Enterprise Edition
Sales (Sales Cloud)
·
No Account
Assignment Rules
·
No Territory
Management
·
No Sales Teams (aka
Opportunity Teams)
Configuration / Security / Administration
·
Limit of 20
Validation Rules per Object
·
Limit of 100 Custom
Fields per Object
·
Limit of 20 Custom
Fields on Activities
·
Limit of 10 Custom
Tabs
·
Limit of 50 Custom
Objects
·
No Workflow/
Approvals / Visual Workflow
·
No Ability
to mass Grant Login Access to a System Administrator
·
No Data Export
(Weekly Export Service to backup your Salesforce org)
Support (Service Cloud)
·
No Service Cloud
Console
·
No Salesforce
Knowledge
·
No Live Agent
Extending Salesforce / Community / Portals
·
No Partner
or Customer Portal
·
No Websites (aka
Site.com / Force.com Sites)
·
To use Chatter Plus
(Chatter Only) licenses in Professional Edition, you’ll need to contact
Salesforce support and have Profiles enabled
·
No Salesforce
Communities
Custom Development and Sandboxes
·
No Change Sets
·
No API (thus no
ability to use the Data Loader or build custom integrations)
·
No Partial Copy
Sandbox
·
Limit of 10
Developer Sandboxes
Other Limits
·
5 Process Builder
processes
·
2 Permissions Sets
·
2 Custom Profiles
·
3 Record Types (Per
Object)
·
2 Page Layouts
·
10 Developer
Sandboxes
Lightning Enterprise
($150/user/month)
Most companies choose between
Professional and Enterprise Editions and the choice between these two
Salesforce editions is usually the toughest one. You need to opt for Lightning Enterprise
if you require the Enterprise exclusive features below.
Security – Lightning Professional gives you limited access
when it comes to configuring security. You can only create two custom profiles.
Every other user is given the standard profile, which cannot be edited. In the
Enterprise version, you have absolute control over what your users can or
cannot do in Salesforce.
Salesforce Lightning Integration – If you have multiple systems that need to
integrate with Salesforce, you need the Enterprise version. You can integrate
limited systems using Lightning Professional through third-party apps. However,
if you can’t find the right app, you’ll need the Salesforce API, which is an
Enterprise level function.
Automation – The web-to-lead automation feature is available
with all Salesforce Editions. However, the Lightning Enterprise Edition (EE) in
addition to web-to-lead automation and Process Builder, offers Workflow rules,
additional processes in Process Builder and Visual Workflow.
Customization – The level of customization is another huge
difference between Professional and Enterprise Edition. With EE, you get mode
validation rules, custom apps, custom fields, custom reports, mass mailings
analytics and dashboards. Find below a breakdown of the customization options
between PE and EE.
·
Validation Rules
per object: 20 vs. 100 (PE vs EE respectively)
·
Custom Fields per
object: 100 vs. 500
·
Custom Fields on
Activities: 20 vs. 100
·
Custom Tabs: 10 vs.
25
·
Custom Objects 50
vs. 200
·
Custom Apps: 5 vs.
10
·
Custom Reports: 50
vs. 200
Advanced Reporting: The features of Advanced Reporting include history
tracking, bucketing, joined reports and cross filters.
Custom Profiles, Page Layouts, Roles
& Permissions: These features
let the administrator set different levels of User object and field level
access in the system. The Professional Edition allows up to 2 of each whereas
the Enterprise Edition comes with unlimited options.
Record Types: Record Types enable administrators to set up different
page layouts, picklists and processes for different users. While Professional
Edition (PE) allows up to 3 Record Types per object, Enterprise Edition (EE)
offers unlimited options.
Process Builder: It allows the administrator to automate business
processes within the Salesforce platform. While PE allows up to 5 processes per
org, EE offers unlimited options.
Workflows & Approvals: This allows the administrator to automate items based on
certain criteria such as creating tasks automatically, updating a field or
sending email notifications. This is available only with the Enterprise and
Unlimited Salesforce Editions.
Web Services API: It allows you to connect your Salesforce org with other
systems and platforms such as ERP, Accounting or Marketing system. Though many
of these options work with the Professional Edition, some do not. If you need a
custom Salesforce integration with your backend systems, you will need to
leverage the API capabilities within Salesforce, and APIs are only available in
Enterprise and Unlimited Salesforce Editions.
Sandboxes & Data Storage: PE comes with 10 Developer Sandboxes, 20 MB of Data
storage per user and 612 MB of file storage per user, whereas EE offers 1
Partial Sandbox, 25 Developer Sandboxes, 20 MB Data storage per user and 2GB
file storage per user.
Limitations of Salesforce Editions – Lightning Enterprise
·
Limit of 260 Custom
Apps
·
Limit of 500 Custom
fields per object
·
Limit of 300 Custom
settings: maximum fields per setting
·
Limit of 100
Divisions: Maximum
·
Limit of 25
Lightning Apps
·
Limit of 1000
Reply: maximum characters
·
Limit of 200 Custom
report types
·
Limit of 5 Dynamic
Dashboards Per Org
·
Limit of 1
Reporting Snapshot
Lightning Unlimited ($300/User/Month)
The Salesforce Unlimited Edition is
suitable for large companies with thousands of users. You can opt for the
Lightning Unlimited if you need the ultimate functionality, customization, and
support. The Enterprise and the Unlimited Salesforce Editions have the
following limit differences:
·
100 vs. 500
validation rules
·
500 vs. 800 custom
fields per object
·
200 vs. 2000 custom
objects
·
25 vs. an unlimited
number of lightening apps, etc.
In addition to the ultimate
functionality, you’ll get 24/7 toll-free support, access to the premium
knowledge database, developer support that facilitates custom code development
and multiple Developer Pro Sandboxes for development and testing of new functionalities.
Limitations of Salesforce Editions – Lightning Unlimited
·
Limit of 300 Custom
settings: maximum fields per setting
·
Limit of 100
Divisions: Maximum
·
Limit of 1000
Reply: maximum characters
It is crucial that you choose the right Edition for your business as changing Salesforce editions could be a daunting task if you want to downgrade. Salesforce editions can only be upgraded and not downgraded. For instance in Sales Cloud, you can upgrade from Group Edition to Professional and then to Enterprise Edition and later on to Performance Edition, but you cannot go the opposite way. In case you want to downgrade, then you need to export all the data in CSV files, subscribe to a new edition and then import data from CSV files and cancel the current Edition license. Considering all these factors, it is ideal that you evaluate your current and future business needs and choose an appropriate solution.
Developer Edition:
Provides
access to the Lightning Platform and APIs. It lets developers extend
Salesforce, integrate with other applications, and develop new tools and
applications. Developer Edition also provides access to many of the features
available in Enterprise Edition.
It is a free edition and any one can register and login and practice the available functionality in Salesforce.
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