Salesforce Editions Comparison: Choosing the right Edition for your Business

Salesforce Editions

Salesforce offers multiple CRM editions like the Essentials, Professional, Enterprise and Unlimited – each of these Salesforce editions geared towards specific business needs. 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 that best fits your unique business needs. So here’s a deep dive into each of the Salesforce editions to help you decide which one is right for you.

Lightning Essentials ($25.User/Month)

This Edition is more suitable for small companies that need basic CRM software with standard features. Salesforce Lightning Essentials comes with the following functionalities that may be enough to solve the vital needs of your sales and marketing teams

  • Account management
  • Contact management
  • Opportunity management
  • Customizable sales process
  • Task and event tracking
  • Lead management and web-to-lead capture
  • Salesforce mobile app
  • Customizable reports and standard dashboards
  • Chatter for employees’ collaboration
  • Case management

Limitations of Salesforce Editions – Lightning Essential

  • No Action Plans
  • No Categories: maximum default categories and hierarchy levels
  • No Category groups
  • No Certificates
  • No Custom Apps
  • Limit of 100 Custom Big objects
  • Limit of 5 Custom fields per object
  • No Custom Labels
  • No Custom Objects
  • No Custom permissions
  • No Custom Profiles
  • Limit of 5 Custom settings
  • No Divisions
  • No Entitlement processes and milestones
  • No External objects
  • No Field history tracking
  • No Ideas: maximum size of HTML idea comment
  • No Ideas: maximum size of HTML idea description
  • No Lightning Apps
  • No Omni-Channel: maximum pending routing requests
  • No Omni-Channel: maximum queued work items
  • No Opportunity Teams
  • No Permission Sets
  • No Sharing Rules
  • No Territories: maximum account assignment rules
  • No Visual Workflow
  • No Web-to-Case
  • No Web-to-Lead
  • No Custom report types
  • No Dashboard Filters
  • No Dynamic Dashboards Per Org
  • No Reporting Snapshots
  • No Scheduled dashboard refreshes

Lightning Professional ($75/User/Month):

Unlike the Lightning Essentials, Lightning Professional has no user limits. This edition is a suitable solution for mid-sized companies with the finite product or service offerings and a single sales unit.

  • Campaign management
  • Rules-based lead scoring
  • Lead assignment and routing
  • Mass emails
  • Contract management
  • Products and price books
  • Quote and order management
  • Case management
  • Google apps integration (Gmail, Calendar, Sheets, etc.)
  • Process builder to automate business processes
  • Developer Sandbox to develop and test new functionalities

Limitations of Salesforce Editions – Salesforce Professional

Below is a list of features NOT available in Lightning Professional Edition.

 Analytics

  • No Joined Reports
  • No Bucket Fields
  • No Cross Filters (e.g. Accounts without Opportunities)
  • No Dynamic Dashboards
  • No Scheduled Dashboards (you can schedule a Report)
  • 50 Custom Report Types vs. 200 in Enterprise Edition

Sales (Sales Cloud)

  • No Account Assignment Rules
  • No Territory Management
  • No Sales Teams (aka Opportunity Teams)

Configuration / Security / Administration

  • Limit of 20 Validation Rules per Object
  • Limit of 100 Custom Fields per Object
  • Limit of 20 Custom Fields on Activities
  • Limit of 10 Custom Tabs
  • Limit of 50 Custom Objects
  • No Workflow/ Approvals / Visual Workflow
  • No Ability to mass Grant Login Access to a System Administrator
  • No Data Export (Weekly Export Service to backup your Salesforce org)

Support (Service Cloud)

  • No Service Cloud Console
  • No Salesforce Knowledge
  • No Live Agent

Extending Salesforce / Community / Portals

  • No Partner or Customer Portal
  • No Websites (aka Site.com / Force.com Sites)
  • To use Chatter Plus (Chatter Only) licenses in Professional Edition, you’ll need to contact Salesforce support and have Profiles enabled
  • No Salesforce Communities

Custom Development and Sandboxes

  • No Change Sets
  • No API (thus no ability to use the Data Loader or build custom integrations)
  • No Partial Copy Sandbox
  • Limit of 10 Developer Sandboxes

Other Limits

  • 5 Process Builder processes
  • 2 Permissions Sets
  • 2 Custom Profiles
  • 3 Record Types (Per Object)
  • 2 Page Layouts
  • 10 Developer Sandboxes

Salesforce Editions Features

Get the complete list of Salesforce Editions pricing and features here.

Lightning Enterprise ($150/user/month)

Most companies choose between Professional and Enterprise Editions and the choice between these two Salesforce editions is usually the toughest one. You need to opt for Lightning Enterprise if you require the Enterprise exclusive features below.

Security – Lightning Professional gives you limited access when it comes to configuring security. You can only create two custom profiles. Every other user is given the standard profile, which cannot be edited. In the Enterprise version, you have absolute control over what your users can or cannot do in Salesforce.

Salesforce Lightning Integration – If you have multiple systems that need to integrate with Salesforce, you need the Enterprise version. 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. However, the Lightning Enterprise Edition (EE) in addition to web-to-lead automation and Process Builder, offers Workflow rules, additional processes in Process Builder and Visual Workflow.

Customization – The level of customization is another huge difference between Professional and Enterprise Edition. With EE, you get mode validation rules, custom apps, custom fields, custom reports, mass mailings analytics and dashboards. Find below a breakdown of the customization options between PE and EE.

  • Validation Rules per object: 20 vs. 100 (PE vs EE respectively)
  • Custom Fields per object: 100 vs. 500
  • Custom Fields on Activities: 20 vs. 100
  • Custom Tabs: 10 vs. 25
  • Custom Objects 50 vs. 200
  • Custom Apps: 5 vs. 10
  • Custom Reports: 50 vs. 200

Advanced Reporting: The features of Advanced Reporting include history tracking, bucketing, joined reports and cross filters.

Custom Profiles, Page Layouts, Roles & Permissions: These features let the administrator set different levels of User object and field level access in the system. The Professional Edition allows up to 2 of each whereas the Enterprise Edition comes with unlimited options.

Record Types: Record Types enable administrators to set up different page layouts, picklists and processes for different users. 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.

Workflows & Approvals: This allows the administrator to automate items based on certain criteria such as creating tasks automatically, updating a field or sending email notifications. This is available only with the Enterprise and Unlimited Salesforce Editions.

Web Services API: It allows you to connect your Salesforce org with other systems and platforms such as ERP, Accounting or Marketing system. Though many of these options work with the Professional Edition, some do not. If you need a custom Salesforce integration with your backend systems, you will need to leverage the API capabilities within Salesforce, and APIs are only available in Enterprise and Unlimited Salesforce Editions.

Sandboxes & Data Storage: PE comes with 10 Developer Sandboxes, 20 MB of Data storage per user and 612 MB of file storage per user, whereas EE offers 1 Partial Sandbox, 25 Developer Sandboxes, 20 MB Data storage per user and 2GB file storage per user. Read more on Dynamic solutions for challenges in Sandbox environment.

Limitations of Salesforce Editions – Lightning Enterprise

  • Limit of 260 Custom Apps
  • Limit of 500 Custom fields per object
  • Limit of 300 Custom settings: maximum fields per setting
  • Limit of 100 Divisions: Maximum
  • Limit of 25 Lightning Apps
  • Limit of 1000 Reply: maximum characters
  • Limit of 200 Custom report types
  • Limit of 5 Dynamic Dashboards Per Org
  • Limit of 1 Reporting Snapshot

Lightning Unlimited ($300/User/Month)

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:

  • 100 vs. 500 validation rules
  • 500 vs. 800 custom fields per object
  • 200 vs. 2000 custom objects
  • 25 vs. an unlimited number of lightening apps, etc.

In addition to the ultimate functionality, you’ll get 24/7 toll-free support, access to the premium knowledge database, developer support that facilitates custom code development and multiple Developer Pro Sandboxes for development and testing of new functionalities.

Limitations of Salesforce Editions – Lightning Unlimited

  • Limit of 300 Custom settings: maximum fields per setting
  • Limit of 100 Divisions: Maximum
  • Limit of 1000 Reply: maximum characters

It is crucial that you choose the right Edition for your business as changing Salesforce editions could be a daunting task if you want to downgrade. 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. In case you want to downgrade, then you need to export all the data in CSV files, subscribe to a new edition and then import data from CSV files and cancel the current Edition license. Considering all these factors, it is ideal that you evaluate your current and future business needs and choose an appropriate solution. To get more insights into which Salesforce edition is best suited to your unique business requirements, Talk to our team!

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