Slaesforce FAQ

how to check what type of salesforce edition

by Nona Abbott DVM Published 2 years ago Updated 2 years ago
image

Let’s see how it is possible to check what edition of Salesforce you use:

  • Log in to your Salesforce account and hover over the gear icon on the top-right corner of the page near your account...
  • From the drop-down list choose ‘Setup’. Once you do it, a left-column section appears.
  • In this section navigate to Settings ⇒ Company Settings ⇒ Company Information.

To find out what version of Salesforce you have in Salesforce Lightning:
  1. Click the gear icon and select "Setup".
  2. Scroll down to the SETTINGS section and click Company Settings > Company Information.
  3. Your Salesforce version is listed in the "Organization Edition" field.
Dec 3, 2021

Full Answer

How do I determine which Salesforce edition I am using?

To determine which Edition you are using, check the title bar of your browser. Go to the following path to check the Salesforce licence types. Your Name --> Set up ---> Administration Set up ---> Company Profile ---> Click on "Company Information" ---> Go to the "

What are the different Salesforce editions?

Generally for Sales cloud, Salesforce.com provides four types of Salesforce Editions, they are Essential. Professional. Enterprise. Unlimited. How to Check Salesforce Editions? To check the Salesforce edition, check the following steps. Go to quick search, type and navigate to Company Information. Look for Organization Edition.

How to check the Salesforce Licence Type?

Go to the following path to check the Salesforce licence types. Your Name --> Set up ---> Administration Set up ---> Company Profile ---> Click on "Company Information" ---> Go to the "

How to know which version of Salesforce spring you are using?

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. NOTE: Hovering over Tab only works in Classic, not in Lightning.

image

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 editions of Salesforce are there?

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

What are the three editions of Salesforce?

ExperienceSalesforce Classic.Mobile.Lightning Experience.

How do I find my Salesforce Sandbox version?

Navigate to the Trust site. Click the Status button next to status.salesforce.com. Paste your copied value into Search Instance, Domain, POD or MID. Click the magnifying glass icon to perform the search.

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 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.

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.

What is Salesforce Group Edition?

Group Edition. This edition is designed for small businesses and work groups with a limited number of users. Group Edition users can manage their customers from the start of the sales cycle through the end and provide customer support and service.

What is 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.

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.

How do I change Salesforce version?

To set the Salesforce API and Apex version for a class or trigger:Edit either a class or trigger, and click Version Settings.Select the Version of the Salesforce API. This is also the version of Apex associated with the class or trigger.Click Save.

What is Salesforce Cloud?

The Salesforce cloud environment is often compared to an office building. Everyone shares infrastructure, such as plumbing and electricity, but each business has its own dedicated space that other tenants cannot enter—its org. When customers choose an edition, they choose their office space. Some tenants choose a few rooms without a reception area or kitchen. Others choose an entire floor with a reception area, kitchen, and executive offices. The smaller office space is like a PE org; the entire floor is like an EE org.

What is edition in app?

The edition you target determines which features you can use in your app. It also defines limits on resources that your app can consume. You aren’t limited to supporting one edition. For example, you can provide different packages for different editions.

What is Salesforce Unlimited?

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, customizability, and support. The Enterprise and the Unlimited Salesforce Editions have the following limit differences:

What is CRM in Salesforce?

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 ...

Can you downgrade Salesforce?

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.

Can you use Lightning Pro with Salesforce?

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.

Why do I need to know my version of Salesforce?

The primary reason is that with many procedures in Salesforce we have discussed in previous tutorials , various versions of Salesforce do not support certain things, or may affect the way in which steps are conducted.

How to read Salesforce page?

Steps By Browser. For Internet Explorer, simply click the tab for the Salesforce page, and read the main window caption. For Firefox, click the tab and hover the mouse cursor over it until a pop up caption spells it out, if the tab is too narrow to read it directly.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9