Difference between Professional and Enterprise SF Licenses

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Mikael B. Pettersson

Co-founder | CEO

Manufacturing, Sales and Service Cloud

+1 (786) 473-8816

mikael@eclouds.co

Definition Category Professional Enterprise
Account Assignment Rules N/A Create assignment rules to Accounts
Territory Management N/A Model Sales Territories to your Structure
Sales Teams (A.K.A Opportunity Teams) N/A EE offers the ability to set up Sales Teams assigned as Account owner
Commission Report N/A EE offfers 2-tiered commission reporting.
Opportunity Splits N/A Yes – Track effort of a Sales Team and divide commission
Collaborative Forecasting Yes – See a complete view of Pipeline and Business Yes – See a complete view of Pipeline and Business
Custom Opportunity Fields in Forecasting N/A Yes – Include custom fields from Opportunity in Forecasting
Definition Category Professional Enterprise
Custom Profiles CONFIGURATION 2 Custom Profiles Up to 1500 Custom Profiles
Approval Process DEVELOPMENT N/A Created automated processes for approving records
Process Builder DEVELOPMENT Max 5 Process Builders can be created Standard Automated process, virtually unlimited Process Builders.
Lightning / Visual Flow DEVELOPMENT N/A More Intricate automated process without the need to write code.
Record Types CONFIGURATION Limited to three (3) different Record Types per Object Record Types for different sales processes, different page layouts and picklist values
Validation Rules CONFIGURATION 20 – Create rules to validate data input 100 – Create rules to validate data input
Multiple Page Layouts CONFIGURATION Limited to two (2) different Page Layouts
Roles & Permission Sets CONFIGURATION Limited to 2 Roles above Standard Roles Upto 1000 Permission sets which allow for granular permissions to records
Ability to mass Grant Login Access to a System Administrator CONFIGURATION N/A EE allows the Admin to log in “as other user”, hugely useful to ensure Page Layouts, Reports, Dashboards, List Views etc are appearing as intended.
Definition Category Professional Enterprise
“Custom Apex code (unless in an AppExchange package) API (thus no ability to use the Data Loader)“ DEVELOPMENT N/A No custom code can be inserted so no triggers, no Apex code etc. EE allows for full customization with almost unlimited Triggers, Apex Code, all Appexchange Apps etc.
Developer Sandbox Yes – Test Environment with No real Data Yes – Test Environment with No real Data
Developer Pro Sandbox DEVELOPMENT Available for Purchase – Ability to host larger data for test Available for Purchase – Ability to host larger data for test
Partial Sandbox DEVELOPMENT N/A EE includes one partial sandbox, which is essentially equal to a full sandbox if there is limited data set of only a few thousand records.
Full Sandbox DEVELOPMENT N/A Available for Purchase – Full Replica of real environment with all data.
API’s DEVELOPMENT Optional Purchase. No API’s and as a result many Appexchange products can not be used but or they have limited functionality. Also no connetion to external systems EE offers the full API toolbox so integration with external system is easy. All Appexchange Apps are fully featured.
Force.com Sites DEVELOPMENT N/A
Definition Category Professional Enterprise
Joined Reports ANALYTICS N/A Join multiple reports for advanced analytics
Bucket Fields ANALYTICS N/A EE offers bucket fields in Lightning
Cross Filters in Reports (e.g. Accounts without Opportunities) ANALYTICS N/A Yes
Dynamic Dashboards ANALYTICS N/A Yes, up to 5 Dashboards can be dynamic
Scheduled Reports ANALYTICS Yes – Schedule daily, weekly monthly delivery of reports directly to email Yes – Schedule daily, weekly monthly delivery of reports directly to email
Scheduled Dashboards ANALYTICS N/A Yes – Schedule daily, weekly monthly delivery of dashboards directly to email
Marketing
Mass Emails send in single blast Marketing 250 500
Administration
Validation Rules Administration 20 per object 100 per object
Custom Fields in Objects Administration 100 per object 500 per object
Custom Fields in Activities Administration 20 100
Custom Tabs Administration 10 25
Custom Objects Administration 50 200
Service
Service Cloud Console Service No (additional Cost) Yes
Salesforce Knowledge Service No (additional Cost) Yes
Salesforce Communities Service No (additional Cost) Yes