Slaesforce FAQ

how to know what salesforce you are using

by Marshall Bartoletti Published 2 years ago Updated 2 years ago
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Probably the best way to determine what version of Salesforce you have is to navigate to Setup > Administration Setup > and then click on the “Company Profile” heading (not any of the sub categories), as in the screen shot below: Company Profile – What Version of Salesforce

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

Full Answer

How to find out what Salesforce edition you have?

Look at the title of your web browser. Re: How to find out what salesforce edition you have? the reason is that the new versions of Browsers do not have Title Bars anymore. The other gentleman's suggestion in generating cryptic code to determine the version is not practical and user friendly for clients.

How do you know who needs a Salesforce license?

By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.

What can you learn from your Salesforce user activity?

If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.

How do I get help with Salesforce security questions?

Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.

See more

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How do I know which version of Salesforce I am using?

Log into Salesforce and click Setup. In the Administer section, click Company Profile > Company Information. Your Salesforce version is listed in the "Organization Edition" field.

What instance of Salesforce am I on?

In Windows Hold the Windows key and press R. At the run dialog, type in cmd and press enter. After a command prompt appears, type in nslookup example.my.salesforce.com (replace example with your My Domain). A few lines down you will see a line that starts with "Name:" The naXX afterwards will be your instance name.

How many versions of Salesforce are there?

A set of Salesforce features wrapped together is what we call Editions. Salesforce provides 7 types of editions namely Personal Edition, Contact Manager, Group Edition, Professional Edition, Enterprise Edition, Unlimited Edition and Developer Edition.

How do you know which sandbox we are using in Salesforce?

Login to the production environment and follow the below stated steps:Click on Setup.Scroll down to Administration Setup.Select the Sandbox to see the Sandbox List.

What is Salesforce instance type?

Instance Types. There are four instance types: Sandbox, Staging, Development, and Production. Depending on the type, the instance is either in the realm's primary instance group (PIG) or a secondary instance group (SIG). Used by customer developers to create and update storefront code.

What is the difference between Salesforce Com and Salesforce org?

The major difference between the two is that while Salesforce.com caters to businesses, Salesforce.org focuses on nonprofit organizations, higher education and K12 education. The products offered by Salesforce.org are also different and more focused on the specific types of organizations they serve.

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 the latest version of Salesforce?

current version is 43.0 summer18.

What is the difference between Salesforce lightning and classic?

What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.

How do I know if sandbox or production is Apex?

It says we can look at the suffix of the logged-in user, then we can find out if it is Sandbox or Production. For example, if logged-in user is [email protected] , than means environment is pprod Sandbox.

How do you know if an org is sandbox or production?

If you want to know that about current environment you can query IsSandbox field from Organization object. [select IsSandbox from Organization limit 1]; IsSandbox Indicates whether the current organization is a sandbox (true) or production (false) instance.

What is the difference between Salesforce sandbox and production?

Developers employ the production organization, which has live data. Salesforce Sandboxes are replicas of the production org. They do not contain any live data or active users. Your copy sandbox is a useful environment for making changes and testing them.

Find your Salesforce Instance information

The instance your Salesforce Organization uses is indicated in the URL of your browser's address bar. Example URL: https://na9.salesforce.com/home/home.jsp

Find instance for My Domain

If you're using My Domain for the Salesforce Organization, you will not see the instance name by looking at the browser's address bar. Alternatively, we can use Windows Command Prompt or Mac OS' terminal and run the nslookup command.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.

What does it mean when a Salesforce user logs in at odd hours?

Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.

Why is user activity monitoring important in Salesforce?

User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.

Can you assess Salesforce performance based on Apex events?

You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .

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!

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