Congratulations! You’ve decided to implement Salesforce into your sales process! We understand that the process can be a bit overwhelming. As Salesforce Consultants, one of the questions that we get all the time is: “What are the differences between Salesforce Enterprise Edition and Salesforce Professional Edition – and which do I need?” So, we decided to make it easier for you and list out the key differences to consider between Salesforce Enterprise Edition and Salesforce Professional Edition.
The Differences Between Salesforce Enterprise Edition and Salesforce Professional Edition
Workflows:
- EE: Send outbound messages as well as automate email alerts, tasks, and field updates based on your organization’s processes
- PE: Unavailable
Visual Flow:
- EE: Allows the capability of iterating through records and the ability to create an interactive user interface that lets you automate business processes by building flows and distributing them to the right users or systems without the need to write code
- PE: Unavailable
Process Builder:
- EE: Helps easily automate your business’ processes by providing a powerful and user-friendly visual representation of your process as you build it
- PE: Allows up to 5 total processes, whether active or inactive
Data Loader (API):
- EE: Insert, update, upsert, delete, or export Salesforce records
- PE: Unavailable – Alternate is Import Data Wizard, and is limited to Accounts, Contacts, Leads, and Solutions; Dataloader.oi is also an alternative, and limits exports to 1,000 records
Login As:
- EE: Log in as any user in the organization to troubleshoot issues or test new functionality without asking for access from internal end-users
- PE: Unavailable
Custom Profiles:
- EE: Up to 1,500 custom profiles
- PE: Up to 2 custom profiles
Permission Sets:
- EE: Up to 1,000 Permission Sets which allows for more granular control of data amongst users.
- PE: Up to 10 Permission Sets
API:
- EE: Salesforce can integrate with third-party applications and communicate data with API
- PE: Unavailable unless purchased separately for additional cost
Views:
- EE: Create custom views like “visible to certain groups of users”, only “all”, or “just me”
- PE: Views limited to “all”, or “just me”
Activity Object:
- EE: Up to 100 Custom fields can be created in Activities that allow you to store information unique to your organization
- PE: Limited to 20 custom fields
Custom Buttons:
- EE: Define the action that occurs when a user clicks a custom button or link; Streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems
- PE: Unavailable for related lists but can be added to page layout as alternative
Report Formulas:
- EE: Unlimited formulas that let you create custom summaries based on calculated values using report data
- PE: Limits to 5 report formulas
Opportunity Teams:
- EE: Allows collaboration of Salesforce users, and in turn, opportunity splits can be enabled, share revenue and forecasts amongst the team on a sales opportunity
- PE: Unavailable
Approval Process:
- EE: An automated process your organization can use to approve records in Salesforce
- PE: Unavailable
Joined Reports:
- EE: Create a view with different types of information in a single report while using multiple report types
- PE: Unavailable
Territory Management:
- EE: An account sharing system that grants access to accounts based on the characteristics of the accounts
- PE: Unavailable
Validation Rules:
- EE: 100 validation rules
- PE: 20 validation rules
Partial Copy Sandbox:
- EE: Used for quality assurance tasks such as user acceptance testing, integration testing, and training
- PE: Unavailable
Record Types:
- EE: Allows you to define different sets of picklist values for both standard and custom picklists
- PE: Limited to only 3 record types
Cross-object Filters on Reports:
- EE: Used to refine data (i.e accounts without opportunities)
- PE: Unavailable
Custom Report:
- EE: Create up to 200 custom report types
- PE: Limited to 50 custom report types
Dynamic Dashboards:
- EE: Display information that is specific to the user
- PE: Unavailable
Report Bucket Fields:
- EE: Allows a company to categorize many things like different opportunity values into buckets of small, medium, or large
- PE: Unavailable
Marketing Email Blasts:
- EE: Send up to 500 emails in a single email blast
- PE: Send up to 250 emails in a single email blast
We also created this handy chart for your reference and to share with your team members when making a decision between Salesforce Enterprise Edition and Salesforce Professional Edition:
That’s it – the key differences between Salesforce Enterprise Edition and Salesforce Professional Edition. If you are still feeling confused or would like to talk to someone who enjoys spending way too much time in Salesforce, contact us. We’d love to answer all of your questions about anything Salesforce.
