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Salesforce Spring

salesforcedocs
Last updated February

Copyright salesforcecom inc All rights reserved Salesforce is a registered trademark of salesforcecom inc

as are other names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

Get Started with Salesforce
What Is Salesforce
Log In Navigate and Search Salesforce
Verify Your Identity
Personalize Your Salesforce Experience

Index

GET STARTED WITH SALESFORCE

Welcome to Salesforce the awardwinning cloud computing service designed to help you manage
your customer relationships integrate with other systems and build your own applications Here
are some key concepts to help you understand the Salesforce products and editions and guide you
through common tasks in Salesforce
What Is Salesforce
Salesforce is your customer success platform designed to help you sell service market analyze
and connect with your customers

EDITIONS

Available in Salesforce
Classic not available in all
orgs on page
Available in All Editions

Log In Navigate and Search Salesforce

New to Salesforce Learn how to navigate customize and manage basic CRM features

Verify Your Identity
Use identity verification tools to secure and protect your data from unauthorized access
Personalize Your Salesforce Experience
Update your personal information for example your email address Change your password and security question If you have
administrator permissions you can also customize your Salesforce org

What Is Salesforce
Salesforce is your customer success platform designed to help you sell service market analyze
and connect with your customers

EDITIONS

Run your business from anywhere with Salesforce Use standard products and features to manage
relationships with prospects and customers collaborate and engage with employees and partners
and store your data securely in the cloud

Available in both Lightning
Experience and Salesforce
Classic

But standard products and features are only the beginning With our platform you can customize
and personalize the experience for your customers partners and employees and easily extend
beyond out of the box functionality

Your Salesforce edition
determines which features
and functionality you can
access

Concepts Products and Services
As you get started with Salesforce its helpful to learn some key concepts and terms They come up frequently when you interact
with the product our documentation and our service professionals The concepts and terms here help you understand how Salesforce
works
The Salesforce Admin
The Salesforce administratoror admin is a Salesforce user with system administration duties and other super powers Admins
are responsible for setting up Salesforce for their organizations and making sure it runs smoothly
Salesforce Editions
We offer bundles of features and services each geared toward specific business needs
Salesforce Features and Edition Allocations
Allocations for Salesforce features by edition

Get Started with Salesforce

Concepts Products and Services

Data and File Storage Allocations
Storage allocation per Salesforce edition and number of standard licensed users in your organization
Maps and Location Service Allocations
Limits for map views per user
Supported Browsers Languages and Accessibility Standards
Learn about the browsers languages and accessibility standards that Salesforce supports
Additional Resources
Looking for more resources Check out our tip sheets implementation guides videos and walkthroughs

Concepts Products and Services
As you get started with Salesforce its helpful to learn some key concepts and terms They come
up frequently when you interact with the product our documentation and our service professionals
The concepts and terms here help you understand how Salesforce works

Concepts

EDITIONS

Available in Salesforce
Classic not available in all
orgs on page
Available in All Editions

Concept

Definition

Cloud

A Salesforce name for a loose federation of features that help you accomplish

certain types activities such as selling products or supporting your customers
Two common examples are Service Cloud and Sales Cloud

Cloud Computing

Technology that enables Internetbased services that let you sign up and
log in through a browser Salesforce delivers its service in the cloud Other
familiar cloud computing services include Google Apps and Amazoncom

Software as a

Service SaaS

Software delivered not by traditional means such as on disk but in the
cloud as a service Theres nothing to download or install and updates are
automatic

Trust

A Salesforce term for its companywide commitment to building and

delivering the most secure fast and reliable cloudbased service available
trustsalesforcecom is a systems status website that provides

Salesforce customers and the community access to realtime and historical
system performance information and updates It also lists incident reports
and maintenance schedules across all its key system components
trustsalesforcecom is free to all members of the Salesforce

community

Products and Services
Salesforce includes the following products and services
Salesforce Applications

Salesforce includes prebuilt applications or apps for customer relationship management CRM ranging from sales force automation

to partner relationship management marketing and customer service

Get Started with Salesforce

The Salesforce Admin

Lightning Platform

The Lightning platform is the first platform as a service PaaS Developers can create and deliver any kind of business application

entirely on demand and without software The platform also includes easy to use pointandclick customization tools to help you
create solutions for your unique business requirements without any programming experience
AppExchange
AppExchange is a marketplace featuring hundreds of cloud applications created by Salesforce customers developers and partners
Many of the applications are free and all of them are preintegrated with Salesforce enabling you to easily and efficiently add
functionality
Salesforcecom Community
Salesforce provides training support consulting events best practices and discussion boards to help you be successful Visit
Salesforcecom Community

Terms
Term

Definition

App

Short for application A collection of components such as tabs reports dashboards and Visualforce pages

that address specific business needs Salesforce provides standard apps which you can customize such
as Sales and Service You can customize the standard apps to match the way you work

Edition

One of several bundles of Salesforce products and services each geared toward a different set of business
needs All Salesforce editions share the look and feel but they vary by feature functionality and pricing

Object

A definition of a specific type of information you can store in Salesforce For example the Case object

lets you store information about customer inquiries For each object your organization has multiple
specific records
Salesforce comes with lots of standard objects but you can create custom objects as well

Organization

A deployment of Salesforce that has a defined set of licensed users Your organization includes all your

data and applications

Record

A collection of fields that store information about a specific item of a specific type A record is an object

such as a contact an account or an opportunity For example you can have a contact record to store
information about Joe Smith and a case record store information about his training inquiry

Release

Salesforce releases new products and features three times per year and we identify releases by
seasonWinter Spring and Summeralong with the calendar year Example Winter
For every Salesforce release the Salesforce release notes include new features and products that are
generally available or in beta release They also describe all changes to existing features and products
You can find the release notes when you search for Release Notes in the Salesforce Help

Salesforce

The name of the Salesforce cloud computing CRM service and the company name

The Salesforce Admin
The Salesforce administratoror admin is a Salesforce user with system administration duties and other super powers Admins are
responsible for setting up Salesforce for their organizations and making sure it runs smoothly

Get Started with Salesforce

Salesforce Editions

Admins have special permissions For example they can add user accounts and specify what people can see and do in Salesforce Admins
can create custom Salesforce objects workflows validation rules reports and more Admins can manage user profile information and
delete Chatter feed updates including posts and comments Admins are planners problemsolvers and heroes All Salesforce organizations
have at least one administrator Your administrators role can be as simple or as complex as your companys size and structure In smaller
organizations the admin is often someone who also uses Salesforce the way other users do to sell products or provide customer service
for example
Salesforce offers lots of features and items that you can set up and configure yourself For some things though partner with your trusty
admin to help you get the best of what Salesforce has to offer
Here are a few examples of the kinds of things your admin can help you with or do for you
Find or use an object field or feature you heard about during training
Create a custom workflow that lets you find out when a case is closed
Create a custom approval process that allows you to sign off on employee expenses
Create a custom report for your sales region
Give you a user permission thats not granted as part of your user profile
Answer questions about your own or others access to records
Address those cursed error messages that ask you to contact your administrator for help or more information
How you contact your administrator and when and why depends on your companys internal business policies and practices

Salesforce Editions
We offer bundles of features and services each geared toward specific business needs
These bundles called editions share a look and feel but vary by functionality and pricing Some
customers start with a basic edition and upgrade to a more featurerich edition as business
requirements evolve
Its easy to learn which features are available in various editions Just search for features in Salesforce
Help Toward the top of every topic you can see the editions in which the features available Heres
a quick description of each edition we offer
Note For many trial and purchased subscription editions for new orgs Lightning Experience
is the exclusive user interface for end users See Lightning Experience Only Editions
Edition

Whats Great About It

Essentials

Designed for small businesses that want to get started with a CRM system

quickly It includes intuitive walkthroughs and a setup assistant to get started

an easytouse UI and administration tools to customize your deployment as

you grow

Professional

Designed for businesses requiring fullfeatured CRM functionality It includes

straightforward and easytouse customization integration and administration
tools to facilitate any small to midsize deployment

Enterprise

Meets the needs of large and complex businesses It gives you advanced
customization and administration tools in addition to all the functionality
available in Professional Edition that can support largescale deployments
Enterprise Edition also includes access to Salesforce APIs so you can easily
integrate with backoffice systems

EDITIONS

Available in both Salesforce
Classic and Lightning
Experience
Available in Essentials
Professional Enterprise
Unlimited and Developer
Editions

Get Started with Salesforce

Salesforce Editions

Edition

Whats Great About It

Unlimited

Maximizes your success and extends it across the entire enterprise through the Lightning Platform It gives
you new levels of platform flexibility for managing and sharing all your information on demand Includes all
Enterprise Edition functionality Premier Support full mobile access unlimited custom apps increased storage
limits and other features

Developer

Provides access to the Lightning Platform and APIs It lets developers extend Salesforce integrate with other
applications and develop new tools and applications Developer Edition also provides access to many of the
features available in Enterprise Edition
Note Salesforce doesnt provide technical support for Developer Edition But you can ask for help
from developer community message boards after you register for the Lightning Platform developer
website developersalesforcecom
We also provide documentation for Developer Edition

Compare editions and their features in Salesforce Pricing and Editions
Lightning ExperienceOnly Editions
Customers using Lightning Experience are more productive than customers working in Salesforce Classic To ensure that our customers
benefit from these productivity gains selected trials and purchased subscriptions for several editions offer Lightning Experience as
the exclusive user interface for end users without admin permissions Admins in these orgs can access Salesforce Classic but they
cant disable Lightning Experience or grant users access to Salesforce Classic on the Lightning Experience Migration Assistant setup
page
Salesforce Editions That Are No Longer Sold
Some Salesforce editions are no longer sold You can continue to use your Contact Manager Group Personal Performance or
Databasecom Edition org or purchase one of the editions that are currently sold Professional Enterprise Unlimited and Developer
Editions

Lightning ExperienceOnly Editions
Customers using Lightning Experience are more productive than customers working in Salesforce
Classic To ensure that our customers benefit from these productivity gains selected trials and
purchased subscriptions for several editions offer Lightning Experience as the exclusive user interface
for end users without admin permissions Admins in these orgs can access Salesforce Classic but
they cant disable Lightning Experience or grant users access to Salesforce Classic on the Lightning
Experience Migration Assistant setup page

EDITIONS

Available in Lightning
Experience

Want to determine if Lightning Experience is the exclusive interface For end users the Switch to Salesforce Classic option isnt available
when Lightning Experience is the only interface for the edition

Get Started with Salesforce

Salesforce Editions

If you believe that your org has a strong business need for your end users to access Salesforce Classic use the exception request process
Go to Salesforce Help Finder and log in with your Salesforce credentials
Click the Feature Activation topic and then the Other category
Click Log a New Case
For the Subject field enter Enable Classic
For the Description field enter details on why you are requesting enduser access to Salesforce Classic
Check that the OrgId is accurate and then submit the case

Salesforce Editions That Are No Longer Sold
Some Salesforce editions are no longer sold You can continue to use your Contact Manager Group
Personal Performance or Databasecom Edition org or purchase one of the editions that are currently
sold Professional Enterprise Unlimited and Developer Editions
Note Lightning Experience isnt available in Contact Manager Personal or Databasecom
Edition orgs

EDITIONS

Available in Contact
Manager Group Personal
Performance and
Databasecom Editions

Contact 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 easytouse 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
Note Personal Edition orgs purchased after June dont have access to opportunities
Performance Edition
This edition is designed for customers who want to drive growth increase customer satisfaction and maximize sales and service
success in the social and mobile world Performance Edition orgs include all Unlimited Edition functionality plus clean targeted lead
and customer data from Datacom coaching and feedback tools from Workcom trusted identity services from Identity and more
For customers in Japan Singapore and South Korea we offer Performance Edition Limited which includes all Performance Edition
functionality except Datacom
Databasecom
Databasecom is a multitenant cloud database service thats designed to store data for mobile social enterprise applications You
can use Databasecom as the backend database for applications that are written in any language and run on any platform or mobile
device Databasecoms builtin social computing infrastructure and native support for building sophisticated RESTbased APIs enable
you to create employeefacing native mobile and social apps
As a Salesforce customer you already use Databasecom when you create custom objects manage security or import data with the

Lightning platform and API A standalone version of Databasecom is available for developers who want to create applications that

harness other languages platforms and devices

Get Started with Salesforce

Salesforce Features and Edition Allocations

We dont provide Databasecomspecific documentation Refer to the Salesforce documentation and the list of features that
Databasecom supports This list identifies the Salesforce documentation subjects that apply to Databasecom Also every features
Edition Table includes Databasecom if the feature is available in Databasecom Use the Salesforce Help release notes workbooks

and developer guides for APIs Apex SOQL and SOSL

SEE ALSO

Salesforce Editions

Salesforce Features and Edition Allocations
Allocations for Salesforce features by edition
Allocations generally refer to amounts granted based on the edition you purchase Information for specific feature limits such as the
number of total and active rules in your org are in Salesforce Help see the topics for using that feature
Feature

Personal
Edition

Action plans maximum
tasks

NA

Active lookup filters

per object

Contact
Group
Manager Edition

Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition

Active validation rules per
object

Attachments maximum NA

size in the Notes
Attachments related list

MB for file attachments GB for feed attachments

Categories maximum
default categories and
hierarchy levels

categories in a data category
group
levels in a data category group
hierarchy

NA

Category groups
maximum default

category groups with groups active
at a time

Certificates maximum

Content deliveries
default delivery
bandwidth per rolling
hour window

GB

Content deliveries
default delivery view
counts per rolling
hour window

Get Started with Salesforce

Feature

Salesforce Features and Edition Allocations

Personal
Edition

Content deliveries
maximum file size for
online viewing

MB

Content maximum file
size

GB

Contact
Group
Manager Edition

Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition

GB including headers when uploaded via Chatter REST API

GB including headers when uploaded via REST API

MB when uploaded via SOAP API

MB when uploaded via BULK API

MB when uploaded via Visualforce

Content maximum
libraries

Content maximum
number of documents

Content maximum
number of documents

and versions in a hour
period adjustable

Content packs maximum

NA

files

Custom apps

Custom big objects

NA

Custom fields per object
Custom labels

NA

To exceed
this
number
contact
Salesforce

To exceed
this
number
contact
Salesforce

NA

Unlimited

Custom links maximum
characters
label length
Custom links maximum
bytes

URL length

Custom objects

NA

Custom objects deletion

NA

of parent records in a

Available unless more

NA

than junction object

Available unless more than junction object
records are associated with the deleted parent record

Get Started with Salesforce

Feature

Salesforce Features and Edition Allocations

Personal
Edition

manytomany
relationship

Contact
Group
Manager Edition

Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition

records are associated
with the deleted parent
record and the junction
object has a rollup
summary field that rolls
up to the other parent

Custom objects
maximum masterdetail
relationships

and the junction object has a rollup summary field
that rolls up to the other parent

NA

Custom permissions

NA

Custom profiles
maximum

NA

per user license type

Custom settings cached The lesser of MB or MB multiplied by the number of fullfeatured user licenses in your org NA in

data allocation
Contact Manager Essentials Edition and Professional Editions
Custom settings
maximum fields per
setting

NA

Divisions maximum

NA

Documents maximum
size of custom app logo

KB

Documents maximum
size of document to
upload

MB

Documents maximum
size of file name with
extension

characters

NA

NA

Entitlement processes
and milestones

NA

Field history tracking
maximum standard or

custom fields tracked for NA

standard or custom
objects

NA

You can create up to entitlement processes
total with up to milestones per process If your
org was created before Summer its maximum
entitlement processes can be lower Contact
Salesforce to increase it

NA

External objects

Get Started with Salesforce

Feature

Salesforce Features and Edition Allocations

Personal
Edition

File size maximum in
Chatter and on the Files
tab

GB

Fiscal years maximum
custom

Contact
Group
Manager Edition

Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition

Formulas maximum
displayed characters after

an evaluation of a
formula expression
Formulas maximum
length

characters

Formulas maximum size
bytes
when compiled
Formulas maximum size
bytes
when saved
Formulas unique
relationships per object

Formulas VLOOKUP

functions per object

Ideas maximum size of

HTML idea comment

KB

NA

Ideas maximum size of

HTML idea description

KB

Lightning Apps

NA

Lightning pages
maximum components
in a region

Masterdetail
relationship maximum
child records

Objects maximum
number of deleting
combined objects and
child records

OmniChannel
maximum pending
routing requests

NA

Unlimited

NA

Get Started with Salesforce

Feature

Salesforce Features and Edition Allocations

Personal
Edition

Contact
Group
Manager Edition

Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition

OmniChannel
maximum queued work
items

per hour

Opportunity Teams
maximum members

NA

Permission sets
maximum created

NA

Permission sets
maximum created and
added as part of an
installed managed
AppExchange package

NA

Processes and flows total NA

per flow type

Processes and flows
active

per flow type

NA

Question maximum
characters
Question maximum
characters with Chatter
Answers Optimize

per flow type
per flow type

NA

NA

Question Flow

enabled

Quote PDF maximum

logo height

pixels

NA

Quote PDF maximum

logo size
Recycle Bin maximum
records

MB

times your MB storage capacity as records For example an org with a storage allocation of MB

GB can have records in the Recycle Bin x records

Reply maximum
characters
Reply private maximum
characters with Chatter
Answers Optimize

NA

NA

NA

NA

Question Flow

enabled
Reply public maximum
characters with Chatter

***