Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve already made) and what makes Salesforce Unlimited stand out from Salesforce Enterprise Edition.
Sales Cloud and Productivity Features
One of Sales Cloud Unlimited Edition’s key advantages over the Enterprise Edition is the suite of Sales products – particularly AI features that aim to increase Salesperson productivity. These features are available for an additional cost with Enterprise Edition but are included with Sales Cloud Unlimited.
Sales Engagement
With Sales Engagement (formerly known as High Velocity Sales), an Admin can set up cadences for Contacts and provide Account Managers with a guided path for contact engagement. A cadence can be standardized across all Account Executives/Salespeople for all Contacts and provide guidance on a day-by-day basis. Below is a sample of what this might include:
- Day 1: Send Automated Email
- Day 3: Phone Call to set up in-person meeting
- Day 4: Provide Educational Content prior to the meeting
- Day 5: Meet with the prospect in person
- Day 7: Send additional informational content
Sales Engagement also offers several features which speed up workflows such as enrollment in queues, Click-to-Dial, and automatic creation of Task records for each activity. These are features that many Admins are familiar with seeing in Outreach or Salesloft, but now they can all be centralized natively within Salesforce.
Einstein GPT
When sending an email from Salesforce, Gmail or Outlook (if the native integrations are in place), Sales users can leverage Einstein GPT to auto-draft Sales emails with the ‘Draft with Einstein’ prompt. Sales GPT includes the following email types out-of-the-box:
- Check-In
- Introduce Myself
- Nudge for Follow-Up
- Reconnect
- Send a Meeting Invite
Every minute counts in Sales, and being able to auto-compose emails can be a significant time savings, allowing reps to focus on connecting with more prospects more often.
Einstein Relationship Insights
Einstein Relationship Insights (ERI) aggregates news about key accounts from within Sales Cloud and across the web, and displays it on the Account/Contact records for the benefit of sales reps. This information informs suggestions made by Einstein, including recommended Next Best Action, analytics of the customer relationship, insights into the customer’s engagement with sales activity, and prompts to merge duplicate records.
ERI empowers sales teams with AI-driven relationship intelligence, streamlining data analysis, saving time, and optimizing customer interactions to accelerate the sales process.
Additional AI Features
The following AI tools are also included with Salesforce Unlimited and are available for purchase with Salesforce Enterprise Edition.
| Feature | Description |
|---|---|
| Buyer Assistant | A bot that leverages Salesforce data and automation flows to have conversations with prospects, route leads, and schedule customer meetings. |
| Einstein Conversation Insights | An Einstein tool that connects to recording systems such as a Sales Dialer, Service Cloud voice or other connected tools to analyze transcripts, create call summaries and provide call coaching. |
| Einstein Email Insights | An Einstein tool that looks for specified keywords in emails captured in Salesforce and prompts reps with key insights such as ‘Meeting Requested’ or ‘Pricing Requested.’ |
| Lead Scoring | An Einstein tool that scores Leads based on an organization’s historic Lead conversion data. Reps can then prioritize working with leads that have a high probability of converting. |
| Einstein Forecasting | An Einstein tool that provides prediction summaries based on an organization’s Sales pipeline. Predictions are a dollar range based on Best Case and Commit forecast category Opportunities. |
Service Cloud Additional Features
Salesforce Knowledge (Read-Write)
Service Cloud Unlimited Edition includes Salesforce Knowledge – a tool that allows a Service organization to maintain a Knowledge Base that can be used by website visitors, customers, partners and internal service agents. An organization’s Knowledge Base commonly follows the Article Lifecycle of Create, Publish, Update, Archive, and Delete.
Salesforce Knowledge is optimized when combined with Service Cloud and Experience Cloud. Companies use Salesforce Knowledge to improve customer self-service and increase case deflection rates. By adding Knowledge Articles to an Experience Cloud site, customers can find answers to their questions without needing to raise a support case. Additionally, Experience Cloud has out-of-the-box Article Recommendation components that dynamically present Knowledge Articles to customers as they are raising a support case.
Digital Engagement
Salesforce’s Digital Engagement is a tool to directly engage customers across various channels such as Email, SMS, web chat, WhatsApp, Apple Messages, and Facebook Business Messenger through Salesforce. Digital Engagement also includes chatbots that connect with customers and can pass on service cases to an agent. All of these channels connect to Service Cloud’s OmniChannel, giving the service agent a single place to view all customer interactions.
With Digital Engagement, organizations can display a Channel Menu on Experience Cloud Sites, allowing customers to choose the interaction channel from which they’d like to raise a support case.
Platform Benefits
Key Metadata Limits Differences
Salesforce Enterprise Edition vs. Unlimited Edition Limits
| Component | Enterprise | Unlimited |
|---|---|---|
| Custom Apps | 260* | Unlimited |
| Custom Objects | 200* | 2000** |
| Custom Fields per Object | 500*** | 800*** |
| Active Validation Rules | 100 | 500 |
*Note that custom apps contained in a managed package from the AppExchange do not count against the limit
**Note that installed package custom objects do not count against this limit. However, any org has a hard limit of 3000 custom objects, regardless of the namespace of the object
***Note that the hard limit for custom fields in any edition is 900 total custom fields, including AppExchange application custom fields. The limits above are for user/admin-created custom fields
With the significant differences in key metadata limits, Salesforce’s Unlimited Edition is well suited for complex organizations, like those with multiple business units all requiring access to a single source of customer data. With Salesforce Unlimited, one business unit would not monopolize the resources and limits of the Salesforce org,
Data and Storage Limits
Storage in Salesforce refers to both File Storage and Data Storage.
File Storage includes files in:
- Attachments
- Files home
- Salesforce CRM Content
- Chatter Files (including user photos)
- Documents
- File field on Knowledge Articles
- Site.com Assets
Data storage refers to data in Salesforce records. For a full list of data storage items, please refer to the Salesforce Help Article, Data and File Storage Allocations.
Both Salesforce Unlimited and Enterprise Edition orgs are allocated a minimum of 10GB of data storage; however, Enterprise Edition provides an additional 20MB for each Salesforce or Salesforce Platform user license. On the other hand, Salesforce Unlimited provides an additional 120MB of data storage for each Salesforce or Salesforce Platform user license.
For example, if an organization has 25 users:
- Enterprise Edition: Baseline 10 GB + 25 Users x 20 MB/User = 10.5 GB of data storage
- Unlimited Edition: Baseline 10 GB + 25 Users x 120 MB/User = 13.0 GB of data storage
Note that Salesforce estimates that most Salesforce records are roughly 2KB, with some objects taking up more space than others. As such, an organization with Salesforce Unlimited and 25 users can store an additional 1,250,000 Salesforce records on average, as compared to a Salesforce Enterprise Edition org with the same number of licenses.
For both Unlimited and Enterprise Editions, orgs are allocated a minimum of 10GB of file storage, plus an additional 2GB for each Salesforce or Salesforce Platform user license.
For example, if an organization has 25 users:
- Enterprise Edition: Baseline 10 GB + 25 Users x 2 GB/User = 60 GB of file storage
- Unlimited Edition: Baseline 10 GB + 25 Users x 2 GB/User = 60 GB of file storage
Performance and Integration
API Request Limits and Allocations also differ between Enterprise and Unlimited Editions.
Using the same example as before for 25 users:
- A Salesforce Enterprise Edition Org will have 100,000 + 1,000 x 25 = 125,000 24-hour API Call Limit
- A Salesforce Unlimited Edition org will have 100,000 + 5,000 x 25 = 225,000 24-hour API Call Limit
As such, an organization with many integrations will benefit greatly from the Salesforce Unlimited edition.
Sandboxes
Salesforce includes one full copy sandbox with Salesforce Unlimited along with 100 Developer Sandboxes, 5 Developer Pro Sandboxes and one Partial Copy Sandbox. The Enterprise Edition provides 25 Developer Sandboxes and one Partial Copy Sandbox. A full copy sandbox is available to purchase as an add-on for the Enterprise Edition.
A full sandbox matches the data volume of a company’s production environment, compared with a partial copy sandbox that limits the total data storage to 5 GB. With a full copy sandbox, a company achieves full data and metadata replication, allowing them to test complex functionalities, integrations and scenarios that would require an exact match of production.
Summary
While Salesforce Enterprise Edition may suit the needs of many businesses, Salesforce’s Unlimited Edition offers many additional advantages. In particular, several Sales and Productivity features are included in the Unlimited Edition. Moreover, the Unlimited Edition provides increased data and metadata capabilities compared to the Enterprise Edition, making it well-suited for complex Salesforce organizations.
By opting for the Unlimited Edition, businesses can unlock a range of advanced functionalities and leverage the extensive resources available to enhance their Salesforce experience.
*Note – all details and limits reference in this post were accurate as of date of publication
Want to chat about Salesforce Unlimited for your own org? Get in touch! We’d love to chat.
