Friday 21 April 2017

Salesforce Editions and their limitations

Salesforce offers different editions. We can select edition as per our business need.

Professional Edition

This edition is designed for businesses who need full-featured CRM functionality. Professional Edition includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.

Enterprise Edition

This edition is designed to meet the needs of large and complex businesses. Enterprise Edition orgs get advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to the web services API, so you can easily integrate with back-office systems.

Unlimited Edition


Unlimited Edition customers benefit from new levels of platform flexibility for managing and sharing all their information on demand. Unlimited Edition includes all Enterprise Edition functionality plus Premier Support, full mobile access, unlimited custom apps, increased storage limits, and more.

Developer Edition

This edition provides access to the Force.com platform and API. A Developer Edition org allows developers to extend the Salesforce system, integrate with other applications, and develop new tools and applications. Developer Edition provides access to many of the features available in Enterprise Edition orgs.

Editions which are not sold


Contract ManagerGroupPersonalPerformanceDatabase.com

Contract Manager Edition

This edition is designed for small businesses and provides access to key contact management features including accounts, contacts, activities, calendars, notes and attachments, and reports. Contact Manager provides straightforward, easy-to-use customization options.

Group Edition

This edition is designed for small businesses and work groups with a limited number of users. Group Edition users can manage their customers from the start of the sales cycle through the end and provide customer support and service. Group Edition offers access to accounts, contacts, opportunities, leads, cases, dashboards (read only), and reports.

Personal Edition



This edition is a CRM solution designed for an individual sales representative or other single user. Personal Edition provides access to key contact management features such as accounts, contacts, and synchronization with Microsoft Outlook®. It also provides sales representatives with sales tools such as opportunities.

Performance Edition


Performance Edition orgs include all Unlimited Edition functionality plus clean, targeted lead and customer data from Data.com, coaching and feedback tools from Work.com, trusted identity services from Identity, and more. 

Database.com
Database.com is a multitenant cloud database service that’s designed to store data for mobile, social enterprise applications. You can use Database.com as the back-end database for applications that are written in any language and run on any platform or mobile device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enable you to create employee-facing, native mobile and social apps.

Salesforce Edition Limitations



Salesforce Edition limits



Thursday 20 April 2017

RingsTrue - validate Telephone number in salesforce

RingsTrue is a powerful new Salesforce application for keeping your customer's telephone numbers formatted,  validated, and verified in Salesforce.com.

RingsTrue cleanses, formats and validates telephone numbers in Salesforce, all from one click of a button.
  • RingsTrue features both real-time and scheduled cleaning of telephone number fields in Salesforce. RingsTrue works with numbers from any country and format.
  • RinsgTrue shows you whether your numbers are correct and in service. Prioritize your customer callback list by calling live numbers first.
  • RingsTrue removes extra characters, adds in any required Country Codes, and checks the validity of the number. It works for national and all international numbers.

Case Study

Salesteam has to make number of calls to leads. But sales rep found that phone numbers listed on leads are incorrect. His day will be wasted. He will figure out a way to correct it.

RingsTrue is easy to install and schedule within Salesforce. You can either choose to have RingsTrue regularly clean all of your phone records or perform one off clean ups on demand. 

Once this application is installed from App exchange. User can see  'RingsTrue' app  on the right hand side menu.

RingsTrue app homepage

From this screen you can either schedule RingsTrue to run regularly via the scheduling area of configuration or complete a one-off cleanup of your telephone numbers.

ONE OFF RUNS

  • To run a one off cleanup of telephone numbers
  • Choose 'Basic' mode to clean all phone fields on Leads, Accounts, and Contacts
  • Choose 'Advanced' mode if you would like to only run RingsTrue on one specified Object.


Schedule RUN


To schedule RingsTrue to run regularly navigate down to the 'RingsTrue Schedule' section of the screen.From here, choose whether you would like RingsTrue to run Weekly or Monthly. Depending on your selection, then choose either the day of the week or the day/time in the month it should run.