Slaesforce FAQ

how to tell what type of salesforce i'm using

by Tavares Champlin 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: You’ll see what version of Salesforce you’re running displayed in the right pane.

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 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 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 "

Why do we provide different editions of Salesforce?

We provide different editions of Salesforce to offer different levels of functionality and resources to our customers. As an AppExchange partner, you need to learn about four editions. Editions are tiered, with each edition building on the previous one.

How do I create a record type in Salesforce?

Under 'Build,' click Customize | click the object of your choice | Record Types. Click the Record Type name and inspect the URL to get the ID. Click the gear icon. Click Setup. Click Object Manager. Select the object of your choosing. Click Record Types. Click the Record Type name and inspect the URL to get the ID.

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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 I find my Salesforce instance ID?

How to Find the Salesforce Org ID in CRM?Log in as a System Administrator.Click on Setup in the upper-righthand corner.Select Administration Setup --> Company Profile --> Company Information.In the Organization Detail section, the Organization ID is listed in the Salesforce.com Organization ID field is displayed.

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 is my Salesforce domain?

Showcase your company's brand with your My Domain name. That My Domain name is used as your org-specific subdomain in Salesforce login and application URLs. For example, https://mycompany.my.salesforce.com and https://mycompany.my.site.com .

What is CRM ID in Salesforce?

Answer: The SFDC (salesforce.com) ID is a unique identifier of any records located in Salesforce organizations. These IDs exist in 15-character or 18-character formats and are stored in the id field of any Salesforce objects. The 15-character SFDC ID can be converted into an 18-character format.

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 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 version of Salesforce?

To find out what version of Salesforce you have in Salesforce Lightning: 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.

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.

Which orgs have the most built-in functionality?

EE and higher orgs have the most built-in functionality, which can make your design easier to implement. PE edition customers, unlike many large enterprise customers, often have a short buying cycle, which could help you sell your app more quickly.

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.

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