When running Salesforce, there might come a time when you have to answer a simple question: What Salesforce edition am I working with?
It’s more important than you realize. Your Salesforce edition might influence features that will be offered for your organization, customization choices, planning integration, automation features, and will likely have an impact on the Salesforce products or licenses that you may require as your business grows.
The good news? You typically can see your Salesforce Edition from within Salesforce Setup.
Here’s a guide to walk you through, and what to look for after you’ve found it.
A Salesforce edition is a level, or package, of Salesforce that you use. They can be tailored to serve the needs of different lines of business, and may have varying degrees of functionality, scalability, customizability, and administration capabilities. Salesforce has provided various “editions” of their product, including:
The editions and features that Salesforce supports for new customers can vary from previous Salesforce documentation.
Additionally, do not rely on your edition to provide all the information about your Salesforce environment. There are factors to consider such as user licenses, permissions, add-ons, products, and your contract, that may limit what you can do.
The easiest way to determine your Salesforce edition is in Company Information under Setup.
Sign in to your Salesforce Org.
If possible, use an account that can gain access to the organization and setup information. If you are an avid user and don’t see the options you need, your Salesforce administrator can verify this for you.
After you log in to Salesforce, click on the gear icon in the top right corner. Then click Setup. This will redirect you to the Salesforce Setup area where you can configure numerous things about your organization.
Look for the Quick Find search box in the Setup section.
Type:
Company Information
Click on Company Information in the search results.
This page provides you with some useful information about your Salesforce organization, such as your organization ID, licenses, and other account-level settings.
Read the company information shown. You’ll find the appropriate organization edition details there, based on your Salesforce interface and account settings.
It could be an edition like Enterprise or Unlimited.
Typically, this is the answer to the “Which Salesforce edition do I have?” question.
The Quick Path
If you already are familiar with Salesforce, this will be a familiar path:
Click on Salesforce → Setup → Company Information → Organization Edition.
The name of the interface or terminology might change at Salesforce, so please be aware.
It isn’t only an administrative task but a discovery as well. It can assist you in making better choices about your Salesforce environment.
If you are looking at adding a Salesforce feature, it’s a good idea to start by knowing which edition you are running.
For instance, instead of the standard solution, your staff might wish to add complex automation, enhance reporting or create a custom option. Don’t assume that you need an upgrade when you’re not sure what can be done with your current Salesforce configuration.
Looking to integrate Salesforce with another business application, such as an ERP, a marketing platform, a data warehouse, a customer portal, or another application? One of the things you need to check up on at the start is your Salesforce edition.
However, that’s not the end of it. Integration can also be impacted by API access, API limits, user licenses, permissions and specific Salesforce products. Pre-development checks of these things can save me from unnecessary integration issues later on, based on my experience.
Your company might require custom objects, fields, automation, Apex development, Lightning components or any other Salesforce customization. An option that may be different for you based on your edition and licensing.
So if you’re looking for a technical solution, it’s best to have your Salesforce administrator or consulting professional first take a look at the entire Salesforce environment.
If your team requires something today that’s not available, understanding your current edition can assist you in assessing your options. But not all the time, an edition upgrade isn’t always the solution. An additional Salesforce product, user license, feature or configuration change may be required instead.
This is why many Salesforce users become confused.
The type of Salesforce that your organization is using covers the Salesforce environment as a whole, which is known as your Salesforce edition. A Salesforce license, on the other hand, determines what a particular user or application can access.
For instance, two org users, each with different licenses and permissions, can work on the same Salesforce org. They can thus have varying degrees of functionality. Therefore, when diagnosing access to a feature, don’t just look at the Salesforce edition. Review user’s license, profile, permission sets and feature access as well.
If you can’t access Company Information, ask your Salesforce administrator to check it.
Alternatively, check your Salesforce subscription/Account documentation for more information. If you already have a Salesforce consulting partner, they are available to view the edition, licenses, products and configuration with you.
Remember that Salesforce “moves” products and packaging over time. An article may be written several years back and mention editions or features that may no longer be available in the same form.
As such, it is always best to check your existing Salesforce environment before deciding to upgrade or implement anything.
It only takes a few minutes to find your Salesforce edition, but it helps you get a more useful context when customizing Salesforce, integrating, automating, licensing, or upgrading. Begin with Setup → Company Information and find out what edition of your organization. Next, take a step back and check out your licenses, permissions, products and existing configuration.
When considering Salesforce solutions, or simply trying to understand what Salesforce has or doesn’t have, you may want to delve into a Salesforce consulting company that has a proven history.
Not necessarily. Identify the particular ability you are looking for. There is a possibility that you don’t need to change your entire edition to solve the problem, but instead an alternate license, Salesforce product, add-on, or configuration change.
No. Licenses, permissions, add-ons, products, configuration, and how Salesforce are being used by you may limit the functionality available to you.
No. Your Salesforce Edition documents your Salesforce environment, and licenses manage access for individual users or individual products.
This is based on a user’s Salesforce permissions. If you don’t have access to Company Information, have your Salesforce administrator look at it.
In Salesforce Setup, under Company Information, view the information about your organization’s edition.
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