Slaesforce FAQ

how to check my salesforce plan

by Ramon Kris Published 3 years ago Updated 2 years ago
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Check Your Salesforce Version and Current Status

  1. Click the Setup icon, then select Setup.
  2. In the Quick Find search field, type ' Company Information'. Click on the option for Company Information and locate...
  3. Next, you will access the Salesforce site, https://status.salesforce.com/ . Add your Instance and press Enter.
  4. The Current Status section will indicate...

Click the gear icon in the top right corner and click All Setup. Once you're looking at All Setup, in the left column, under Settings, click Company Settings and then click Company Information. On the right side of the page, at the bottom, look for Organization Edition. It will show your plan.Nov 26, 2019

Full Answer

How to check Salesforce release in Salesforce?

To check Salesforce release Login to Salesforce Instance --> Go to Home Tab --> If you look at top right side of window, you can see "Spring'17 for Developers label ,which means we are using/in Spring'17 release.

How do I Manage my Salesforce subscription through checkout?

You can access Checkout at store.salesforce.com or by clicking the gear in the top right corner of Salesforce and selecting Manage Subscription (Lightning Experience). Salesforce Essentials Edition customers will be taken to the in-app subscription management experience. How do I add additional licenses? How do I get help through Checkout?

How do I check the status of my Salesforce certifications?

You are required to maintain Salesforce certifications by successfully completing incremental exams focused on new product functionality. Follow the steps below to check the status of your certifications. 1. Visit the Trailhead Verification page.

Are my Salesforce products covered by a Premier success plan?

It’s best practice to ensure that all of your Salesforce products are covered by the relevant plan. Want to check if your products are covered by a Premier Success plan? You’ll find the full list here .

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How do I know what edition of Salesforce 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.

How many editions of Salesforce are there?

Salesforce provides 7 types of editions namely Personal Edition, Contact Manager, Group Edition, Professional Edition, Enterprise Edition, Unlimited Edition and Developer Edition.

What is Salesforce Unlimited Edition?

With salesforce unlimited edition, the businesses can build unlimited custom apps and tabs to tailor Salesforce as per their convenience and business requirements. Salesforce Unlimited edition, with its comprehensive features, presents new levels of platform flexibility to manage and share information on demand.

How does Enterprise Edition differ from Professional Edition?

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 different types of Salesforce?

Salesforce tools and services are called “clouds.” Salesforce offers six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service Cloud, Experience Cloud, and Analytics Cloud.

What are the different Salesforce licenses?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

How much does a Salesforce license cost?

Salesforce CRM PricingEssentialsProfessionalStarting Price (per user per month, billed annually)$25$75Max Users10UnlimitedLead Management✔✔Opportunity Management✔✔9 more rows•Feb 2, 2022

What is the difference between Salesforce Enterprise and Unlimited?

Enterprise restricts you to 260. Custom fields – Unlimited allows 800 custom fields per object. Enterprise offers 500 per object. Validation rules – With Unlimited, you can make 500 validation rules per object, compared to 100 per object in Enterprise.

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.

What is EE or UE in Salesforce?

EE is our most popular edition. It includes all core tools and technologies, and meets the needs of large and complex businesses. In addition to all the functionality available in Professional Edition, it includes advanced customization and administration tools to support large-scale deployments. Unlimited Edition (UE)

What is included in Salesforce Enterprise Edition?

It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.

What are the different modules of Salesforce?

Salesforce's modules are known as clouds, like Service Cloud and Sales Cloud....Commerce CloudB2C Commerce.B2B Commerce.Lighting Order Management.Commerce Cloud Endless Aisle.

Sales

Connect teams, close more deals, and streamline your entire sales process.

Industries

Tackle your industry’s greatest challenges with a tailor-made solution.

Health

Build stronger patient and member relationships on a connected platform.

Success

Choose the right level of support to help you achieve your business goals.

Work.com

Get expert guidance, data, and solutions to help your business reopen safely.

Advisory Services

Get technical support from Salesforce architects, designers, and developers.

Signature Success

Explore self-guided resources, like online learning, videos, and community advice.

Professional Services

Go live with your implementation faster, reach your goals, and keep innovating to maximize your value from Salesforce.

How to make a one time payment on Salesforce?

To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.

How to view past statements in Salesforce?

Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.

How to update credit card on a prepaid card?

Navigate to Your Account [Direct Link]. Click the “View Your Contracts” button. In the upper right corner are your credit card details. To update the credit card, click the “Edit” link and follow the prompts.

Can I execute a performance test without prior approval?

Performance tests must be pre-approved. Pre-approval of your testing regimen allows us to:

What can I expect to receive from Salesforce during and after my approved performance testing?

Ours is purely a monitoring role to ensure that testing causes no issues with our services.

Can I get server logs for my performance testing?

Salesforce does not provide overall metrics or server logs for the performance testing period.

Manage your Salesforce Account with Salesforce Checkout

Discover how to manage your subscription, update billing information, get help, pay invoices, and add licenses to your Salesforce account — all with just a few clicks.

See how quickly and easily you can manage your account on Salesforce Checkout

Quickly onboard new users by adding additional licenses for the products you already have.

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