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How to select the right Salesforce edition

ith Sales , reps get one central place to manage all sales-related activities. That means they’ll spend less time on administration and more time closing deals. For sales managers, Sales Cloud gives real-time visibility into their W teams’ activities, so forecasting sales with confidence is easy. Best of all, Sales Cloud is easy to use and customizable to the way you work. And “Salesforce allowed because it’s all in the cloud, everyone can access Sales Cloud with just an Bright Horizon to see 5x connection — there is no need for expensive hardware or . With Sales Cloud, you can simply add more seats or upgrade to another edition that has more features increase in productivity.” when your business grows. There’s no disruption to your business, because we take — SHUANG STOPPE, care of everything behind the scenes. VP GROWTH OPERATIONS

Choose the Sales Cloud edition that’s right for your business:

MOST POPULAR Essentials Professional Enterprise Unlimited Small business CRM for up to Complete CRM for any Deeply customizable sales Unlimited CRM power 10 users size team CRM for your business and support $25 $75 $150 $300 USD USD USD USD

PER USER PER USER PER USER PER USER PER MONTH* PER MONTH* PER MONTH* PER MONTH* Unlimited edition gives you Start fast and grow even faster Manage your entire sales Do more with Enterprise edition. access to unlimited online with Essentials edition. Get cycle with Professional Automate business processes training, over 100 admin going instantly with guided edition. Track your sales leads, using workflow and approvals, services, and 24/7 toll-free setup, in-app tutorials, and opportunities, and customer tailor Salesforce to your support. Tailor Salesforce to Trailhead. Get all the essentials cases, as well as manage company with custom record fit your business by building so you can track leads, campaigns, types, and integrate with any unlimited custom apps and opportunities, accounts, contracts, orders, and more. system using our web services creating custom tabs and and customer cases. No Get real-time business API. You can also manage objects. And your admins more manual data entry with insights with accurate sales complex sales territories, and will have access to multiple automatic data capture. And forecasts, and customizable see how your sales deals have sandboxes for development you can quickly scale your reports and dashboards. progressed with deal trending. and testing. business by adding the apps you need from AppExchange.

* Offer requires an annual contract. Monthly pricing available for Essentials edition.

Need a solution for both Sales and Service? Get Sales Cloud and Service Cloud together. Ask us how. LEARN MORE Sales Cloud Edition Comparison

Essentials Professional Enterprise Unlimited Essentials Professional Enterprise Unlimited

Find and manage leads better. Collaborate across your company.

Lead Management Files

Lead Assignment and Routing Topics and Recommendations

Duplicate Blocking Chatter

Web-to-Lead Capture Cross-sell and upsell more easily.

Mass Email Case Management

Campaign Management Knowledge (Read-Only)

Email Templates Customize and automate Rules-Based Lead Scoring — processes.

Lead Registration — 5 5 Unlimited Unlimited Lightning Flow Automation processes processes processes processes (Flow + Process Builder) and flows and flows and flows and flows 3 5 5 per org per org per org per org Campaign Influence — campaigns campaigns campaigns per per per opportunity opportunity opportunity Lightning App Builder

AppExchange Manage customer and sales details. Data Storage Per User Account and Contact Management File Storage Per User Opportunity Management Unlimited Custom Applications — Customizable Sales Process Customizable Profiles and 2 Unlimited Unlimited Task Management, Activity Feed — profiles profiles profiles Page Layouts per org per org per org Person Accounts — 2 Unlimited Unlimited 1 Roles and Permissions — roles roles roles per org per org per org Sales Console App — custom app per org 3 Unlimited Unlimited Sales Teams — — Record Types (Per Object) — types types types per object per object per object Calendar All — — Developer Sandbox — Salesforce Meetings — — — Developer Pro Sandbox — Available for Available for Sell from anywhere on any device. purchase purchase

Salesforce Mobile App 1 1 Partial Partial Partial Sandbox — — Sandbox Sandbox Full Offline Mobile Functionality included included per org per org Forecast sales more accurately. 1 Collaborative Forecasting — Available for Full Full Sandbox — — purchase Sandbox included Forecasting Mobile App — per org

Custom Opportunity Fields in — — Lightning Platform — — Forecasting Workflow and Approvals — — Opportunity Splits — — Connect sales info to any app. Enterprise Territory Management — — Email Integration with Outlook Custom Measure Forecast — — — Apps Integration Pipeline Inspection — — — Lightning Sync — Create and track quotes and orders. Additional Contracts — Web Services API — $25 USD/user/ Orders — month

Products and Price Books —

Quotes —

Get real-time sales insights.

Customizable Reports and Dashboards

Advanced Reporting Features — —

All features Some features Not included Included in base user license

This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.

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