Slaesforce FAQ

how to know if you have salesforce professional

by Prof. Alexandro Runolfsdottir Published 2 years ago Updated 2 years ago
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Click on the ‘Credentials’ tab after that. A drop down will appear. Now, click on the ‘Verification’ option from the drop down. Finally, the ‘Verification’ page will open with 2 options - “Verify a Salesforce Certified Professional” and ‘Certificate Holders’ Status with Webassessor Registered Email”.

Click the gear icon and select "Setup". Scroll down to the SETTINGS section and click Company Settings > Company Information. 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 "

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.

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 "

What is the passing score for the Salesforce certification exam?

Those who have passed the Salesforce Certified Administrator exam can appear for the Salesforce Certified Advanced Administrator exam. The duration of this exam is as well 90 minutes and it consists of 63 MCQs and the passing score is 65%.

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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.

What is Professional Edition Salesforce?

Professional. Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment. Enterprise. Meets the needs of large and complex businesses.

What is the difference between professional and enterprise Salesforce?

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 is EE or UE in Salesforce?

Unlimited Edition (UE) UE is like EE on steroids. Large enterprises purchase these editions. In addition to all the functionality available in EE, UE includes Premier Support, increased storage limits, and other features. For your internal architecture, OEM Embedded app orgs are the equivalent of EE.

What are the three editions of Salesforce?

ExperienceSalesforce Classic.Mobile.Lightning Experience.

What are the different types of Salesforce editions?

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

What are the different types of 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.

What is the difference between Salesforce essentials and professional?

What it is: Salesforce Professional builds upon the features of the Essentials edition, but is still considered a more basic CRM. Professional gives you full featured functionality, but without the flexibility of the more advanced editions.

How many types of Salesforce are there?

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 is Salesforce UE?

Salesforce Unlimited Edition provides 5 times more API calls per user than Enterprise, letting you connect Salesforce with a greater range of supplemental services.

What is a Salesforce license?

A Salesforce license, or more precisely, a license definition, is a metadata description of the Salesforce features and services that are available to your org. License definitions describe functionality for your org as a whole and for individual users in your org.

What is Developer Edition in Salesforce?

Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange. It is also a great tool for testing/training in salesforce.com. What makes this a great tool is the fact that it is free. Anyone can get a Developer Edition of salesforce.com.

Salesforce Certified Administrator

For those who focus on administrative functions of an existing Salesforce solution, Salesforce offers two level Salesforce Administrator certificat...

Salesforce Certified Platform App Builder

This certification is suitable for those Salesforce professionals who can design, build and implement Salesforce custom applications. This certific...

Salesforce Certified Architect

This certification of Salesforce comprises of three tiers which are: 1. Architecture Designers 2. Domain Architects 3. Technical ArchitectsBased on...

Salesforce Certified Developer

There are three tiers of this certification, which are Salesforce Certified Platform Developer I, Salesforce Certified Commerce Cloud Digital Devel...

What certifications does Salesforce offer?

Salesforce offers several range certifications including architect, administrator , and developers aiming sales and marketing professionals. Here you can find a brief of every certification offered by Salesforce: 1). Salesforce Certified Administrator.

How long does it take to get Salesforce certification?

You can get the certification in just a few days or months. You can apply for just one or a bunch of certifications. Salesforce Training For Administrators & Developers.

What is the most advanced level of Salesforce?

The most advanced level exam is Salesforce Technical Architect and has the most extensive pre-requisite. Candidate must have both of the certifications Salesforce Application Architect and Salesforce Certified System Architect. Only then he can apply for this certification.

Is Salesforce a CRM?

Salesforce is one of the most in-demand and fastest-growing skillsets today. It has been fully entrenched as a CRM platform at a number of organizations. Salesforce also offers the certification to Salesforce developers, architects, sales and marketing professionals, project managers and designers.

Figuring Out What Version of Salesforce You Have

To quickly answer the question “What Version of Salesforce Do I Have?” use the following.

Summary

Well, there you have it. I hope you can now sleep safe, and sound knowing what version of Salesforce you’re using 🙂 If you found your Salesforce edition using this article be sure to let me know in the comments below. I’d love to know what edition most of you are working on. Until next time; take care!

Lightning App Builder (and Lightning Components)

The Lightning App Builder is a point-and-click tool that’s easy to create pages for Salesforce Lightning, or to use in the mobile app. This enables you to rearrange pages to highlight key information users need, and hide anything irrelevant.

Salesforce Reports & Dashboards

Salesforce reports and dashboards are Salesforce’s out-of-the-box analytics, the “go to” option for quick reporting; as you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for organizations of all types and sizes.

List Views

Who doesn’t love a Salesforce list view? List views in Salesforce are what they sound like: a view that’s a list of records. Find list views on the home tab of each object, for example, on the lead object, you will find list views such as “Today’s leads”, “Recently viewed leads”, plus any custom views you create.

Validation Rules

A Validation Rule is a rule on a field which verifies that data entered by a user meets a certain criteria, before the user can save the record.

Security: Profiles, Roles, Permission Sets

Security in Salesforce is crucial to ensure each user can access only the record data that’s appropriate/relevant to their work. Anyone that has looked at the Certified Administrator will know there’s a big emphasis on this topic because it can be tricky to nail down as a Salesforce newbie.

Sandboxes

A Sandbox lets you develop and test your configuration, in the safety of a controlled environment. They are copies of your production environment that have the same platform customizations (eg. custom fields, code, automation). Some Sandbox types, will also contain a copy of your production data (eg. Leads, Accounts, Contacts data).

Change Sets

Salesforce change sets act like containers that move configuration between Salesforce environments, for example, from a sandbox to your production org (live environment users log into).

Reporting functionality

The Enterprise plan includes advanced reporting features, such as cross filters, joined reports, bucketing, and history tracking, which are “critical to analyzing your business data properly,” according to Lam. However, these features aren’t available in the Professional edition.

Integrations and web services API

Salesforce allows you to connect your system to other systems via API. While this functionality is included in the Enterprise plan, it will cost an additional $25 per user, per month to add this functionality to the Professional plan.

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