Slaesforce FAQ

how to change salesforce edition

by Claudine Padberg Published 2 years ago Updated 2 years ago
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Hi, Please click on the SETUP tab on the top right corner of the home page ----> Then click on the link "Administer" which appears on the first left section of the page ------> And there you go, you can see the edition as the heading of the page which opens after clicking the "Administer" on the right section of the page.

Full Answer

Can I change the license version of my Salesforce environment?

When subscribing to Salesforce.com, Environment licenses (i.e. Editions) can change, but they can only go up in edition, not down. So for example in the case of Sales Cloud you can start with Group Edition, upgrade to Professional Edition, upgrade to Enterprise Edition and finally upgrade to Performance Edition.

How to check Salesforce edition?

To Check salesforce edition. Login to Salesforce Instance --> Go to Home Tab --> If you hover on Browser tab,it will display which Edition you are using. Salesforce - Developer Edition means we are using Develope Edition. To check Salesforce release.

What are the different editions of Salesforce?

Some Salesforce editions are no longer sold. You can continue to use your Contact Manager, Group, Personal, Performance, or Database.com Edition org or purchase one of the editions that are currently sold: Professional, Enterprise, Unlimited, and Developer Editions.

How to downgrade from Salesforce Enterprise Edition to performance edition?

So once you reach Enterprise Edition, you can only upgrade to Performance Edition and not downgrade to Professional or Group Edition. If at all you want to downgrade the workaround is to export all data in CSV files, subscribe to the new edition of Salesforce.com, import the data from CSV files and cancel current edition license.

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How do I change the organization edition in Salesforce?

Go to SETUP -> Type COMPANY INFORMATION in quick find box --> you will find Professional Edition" or "Developer Edition" in Organization Edition section.

What are the different editions of Salesforce?

There are four primary Salesforce Editions available: Essentials, Professional, Enterprise, and Unlimited.

What is the difference between Salesforce editions?

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.

What are the three editions of Salesforce?

ExperienceSalesforce Classic.Mobile.Lightning Experience.

Which Salesforce edition is best?

Primary Salesforce Editions To Consider For Your Business in 2020Preferred by: Small Businesses. ... Preferred by: Small & Medium-Sized Enterprises. ... Preferred by: Large & Complex Businesses. ... Preferred by: Large Business (More than 1000 users) ... Preferred by: Professional Developers.

How do I know which Salesforce edition I have?

Identify which Edition you are on:Navigate to Setup. See Explore the Salesforce Setup Menu for more details.In the 'Quick Find' search box type, Company.Click Company Information.Your Salesforce Edition is listed in the "Organization Edition" field.

What does Salesforce edition mean?

Salesforce provides bundles of features and services that are specific for the different business needs. These bundles are known as Editions in Salesforce. Each edition provides the software with the same look & feel, but all editions differ by the price, functionality, and features.

What are Salesforce editions limitations?

Functional limitations of the Unlimited edition include the inability to create more than 2000 custom objects, 800 custom fields per object, 200 report types, and 500 validation rules. These limits can hardly hinder the attempts to customize a Salesforce solution of a large-scale enterprise to the needed extent.

What is Personal Edition in Salesforce?

Personal Edition provides access to key contact management features such as accounts, contacts, and synchronization with Microsoft Outlook®. It also provides sales representatives with sales tools such as opportunities. Note Personal Edition orgs purchased after June 2009 don't have access to opportunities.

How do I switch back to classic lightning Salesforce?

Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.

What is new Developer Edition in Salesforce?

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.

What is Salesforce Essentials Edition?

Salesforce Essentials offers small businesses affordable access to one of the largest and most powerful CRMs on the market. Salesforce Essentials is Salesforce's CRM solution that targets extremely small businesses. Salesforce Essentials operates on the newer, more advanced Salesforce Lightning platform.

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