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User License Comparison

User License Salesforce Salesforce Platform External Identity Customer and Partner Communities Public Sector Solutions

Customer Customer
Product Sales Cloud Service Cloud Sales & Service Cloud12 Identity for 22 External Apps 22 Public Sector Customer
Lightning Platform Lightning Platform Commerce Community Community Plus 22 Public Sector Foundation - Public Sector Customer Community
14 14
Customers & 22
Financial Partner Community22 Public Sector Foundation Mobile Community for
Field Service +, Financial Starter Plus 8 Portal Advanced Application Forms Plus for Public Sector
Industry Products (See last page) Health Cloud Health Cloud, Field Service Partners Financial Services Services, B2B Financial Services Inspections Public Sector
Services, Health Cloud
Commerce16
Editions ES PE EE UE ES PE EE UE PE EE UE EE UE EE UE EE UE Login Member Login Member Login Member Login Members & PRM Login Member EE UE EE UE EE/UE Application Units Login Member Login Member
Profile Type Internal Internal Internal Internal Internal External External External External External External Internal Internal Internal External External External
Object Access
Accounts Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ u u u u u u n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n u u n n
Activities, Tasks
13
Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n ¯ ¯ ¯ ¯ ¯ ¯ Ÿ Ÿ Ÿ Ÿ Ÿ ¯ n n ¯ ¯
Assets Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n
Calendar, Events Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
Campaigns6 Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n Ÿ Ÿ
Cases10 Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n
Employee Cases
5
Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
Contacts Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n
Content Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿn Ÿn Ÿn
Documents Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n
Entitlements Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n Ÿn Ÿ Ÿn Ÿ Ÿn n n n n n
Knowledge Ÿ n n n Ÿ n n Ÿ n n Ÿ n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
Leads Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n Ÿ Ÿ
Opportunities Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n Ÿ Ÿ
Orders Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
Products & Price Books Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n
Quotes
9
Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n

Sales Contracts 9
Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
Service Contracts Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n Ÿ Ÿ
Solutions Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n Ÿ Ÿ
Work Orders Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ n n n n n n n n Ÿ Ÿ Ÿ Ÿ Ÿ n n n n
Employee Work Orders5 Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ Ÿ
User Features
Console9 ü(1) ü(1) ü ü ü(1) ü(1) ü ü ü(1) ü ü $ $ ü ü ✓ ✓ ✓ ✓
Engage $ $ $ $ $ $ $ $ $ $ $ $ $ $
Analytics15,17 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Einstein Prediction Builder $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#)
Einstein Case Classifcation $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#) $(#)
Einstein Article Recommendation ü ü ü ü ✓ ✓ ✓ ✓ ✓
Create Knowledge Articles ü $ $ $ ü $ $ ü $ $ ü $ $ $ $ $ ✓ $ ✓ $
Lightning Scheduler $ $ $ $ $ $ $ $ $ $ $

Live Agent $ $ ü $ $ ü $ 23 $ 23 $ 23 $ 23

Marketing (Manage Campaigns) ü ü ü ü ü ü ü ü ü $ 23 $ 23 $ 23 $ 23

Offline ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Omnichannel ü ü ü ü ü ü 23 23 23 23

Flows & Processes (Flow & Process Builder) 9 ü(5) ü(5) ü ü ü(5) ü(5) ü ü ü(5) ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Approval Processes3 ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Social Starter ü ü ü ü ü ü ü ü ü ü ü 23 23 23 23

SOS $ $ $ $ $ 23 $ 23 $ 23 $ 23

Salesforce CPQ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 23 $ 23 $ 23 $ 23
Survey Responses 19
ü ü ü ü ü ü $ $ $ $ ü ü ü ü
User Permissions Highlights
Account Teams ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Advanced Sharing ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Case Teams ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Chatter ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Create Flows & Processes ü(5) ü(5) ü ü ü(5) ü(5) ü ü ü(5) ü ü ✓ ✓ ✓ ✓ ✓
Create Approval Processes11 ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Custom Profiles ü(2) ü(2) ü ü ü(2) ü(2) ü ü ü(2) ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Custom Permission Sets ü(5) ü(10) ü ü ü(5) ü(10) ü ü ü(10) ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Einstein Search ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Forecasting ü ü ü ü ü ü ü ü ü
Customize Reports18 ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Customize Dashboards ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Identity ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Identity Connect $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Manage Users and Profiles7 ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Opportunity Splits9 ü ü ü ü ü ü ü ü
Opportunity Teams ü ü ü ü ü ü ü ü ü ü ✓ ✓
Org Allows Custom Profiles and Page Layouts ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Org Allows Record Types9 ü(3) ü ü ü(3) ü ü ü(3) ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Send Email ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Territory Management9 ü ü ü ü ü ü ü ü
Write Apex Code ü ü ü ü ü ü ✓ ✓ ✓ ✓ ✓
Custom Apps Limit UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL 0 0 0 0 0 0 0 0 0 0 0 0 UNL UNL UNL UNL UNL 0 0 0 0 0
Custom Tabs Limit UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL UNL 0 0 0 0 0 0 0 0 0 0 0 0 UNL UNL UNL UNL UNL 0 0 0 0 0
Custom Objects Limit2 0 50 100 200 0 50 100 200 50 200 2000 10 10 110 110 10 10 100 100 10 10 10 10 10 10 100 100 100 200 100 200 100 / 200 10 10 10 10 10
Additional Org Limits Added per User
Data Storage (MB) 20 20 20 120 20 20 20 120 20 20 120 20 20 20 120 ¬ ¬ 10 20 0 0 1 2 1 5 20 20 45 20 120 20 120 20 / 120 2 0 0 1 2
File Storage (MB) 512 512 2GB 2GB 512 512 2GB 2GB 512 2GB 2GB 2GB 2GB 2GB 2GB 0 0 500 1GB 0 0 0 0 0 0 600MB 1.5GB 2GB 2GB 2GB 2GB 2GB 0 0 0 0 0
API Calls/Day4 04 04 1000 5000 04 04 1000 5000 04 1000 5000 200 200 1000 5000 ¬ ¬ 200 400 0 0 10 200 10 200 21 400 1000 1000 5000 1000 5000 1000 / 5000 200 0 0 10 200
Additional Flow Entitlements $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Survey Responses
19 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
Public Sector Solutions Objects
Action Plans
Applications
Ÿn Ÿn Ÿn Ÿn Ÿn
n
Assessment Indicators Ÿ Ÿ Ÿ Ÿ Ÿn
Authorizations Ÿ Ÿ Ÿ Ÿ n
Courses and Examinations Ÿ Ÿ Ÿ Ÿ n n
Regulatory Authorization Type Ÿ Ÿ Ÿ Ÿ n n
Regulatory Code Ÿ Ÿ Ÿ Ÿ Ÿ n
Visit Ÿ Ÿ Ÿ Ÿ Ÿ n
Violation
Ÿ Ÿ Ÿ Ÿ Ÿ n
Violation Enforcement Action Ÿ Ÿ Ÿ Ÿ Ÿ n
Volunteer Project
Public Sector Solutions Functionality
Ÿ Ÿ Ÿ Ÿ n n n n

Public Sector Data Model ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Community Components ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Unified Hierarchical View ✓ ✓ ✓ ✓
Applications ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Complaints ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Inspections ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Regulatory Codes ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Violations and Enforcement Actions ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Authorizations ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Emergency Requests ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
QR Code Generation ✓ ✓ ✓ ✓
Volunteer Management ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Action Plans ✓ ✓ ✓ ✓ ✓
Visit Mobile ✓ ✓ ✓ ✓ ✓
Vlocity Digital Interaction Platform ✓ ✓ ✓ ✓
Vlocity Digital Portal Names User ✓ ✓ ✓ ✓ ✓

Ÿ Create, Read, Update, Delete $ Available as add-on

n Create, Read, Update ü Included
¯ Create, Read ü(#) Limited # Included
u Read, Update ¬ Variable Quantity8
n Read Only $(#) # Included, Full Functionality Available as add-on

2 Contractually restricted limit for EE and UE Sales and Service, Lightning Platform, Force 100, External Communities, and B2B Commerce. Please see External Facing docs for further Custom Object information.
3 All Users in an EE+ Org can utlize and be a part of approval processes. Refer to user guide for additional details on Community Approvals access. Workflow Rules are EE+ as well, but Process Builder is recommended for behind the scenes automation moving forward.
4 API must first be enabled on Professional Edition.
5 Employee Cases and Employee Work Orders are for internal users and are not to be used for customer Cases or customer Work Orders respectively.
6 Requires "Marketing User" permission, which is currently being auto-provisioned. See User Guide for more details.
7 CC+ and PC can enable community managers [could be non-CRM], which are able to add user, but not manage profiles.
8 External Identity is issued in blocks and comes with data storage and APIs. As the blocks differ in size, the per-user amount varies.
9 Contractually restricted limit for ES, PE Sales and Service for Console, Flows, Processes, and Record Type. Contractually restricted limit for Service for Quotes and Sales Contract Objects. Contractually restricted limit for EE and UE Service for Opportunity Splits and Territory Management. Dispatcher and Technician should not use Service Console. Field Service Lightning+ may use the Service Console.
10 Customer Community members/logins may only create cases for themsleves, not for another person.
11 Force 100 Admins are also able to create Approval Processes.
12 Since 2016, Sales & Service Cloud includes both Sales Cloud and Service Cloud functionality per user. Prior to 2016, Service Cloud included all Sales Cloud functionality.
13 Customer Community Plus, Partner Community and External Apps have full CRUD access to Tasks.
14 Additional detailed information for Lightning Platform Starter / Plus click here: Pricing & Packaging Sheet
15 Included Products: Tableau CRM Plus, Tableau CRM Growth, Einstein Discovery and Einstein Predictions.
16 Any Users provided in connection with B2B Commerce Services are contractually limited to commerce use cases only.
17 Tableau CRM for Communities' CRUD access is subject to the underlying, prerequisite Tableau CRM/Analytics product.
18 For External Communities (External Apps, Customer Community Plus, Partner Community), editing reports is only available in classic communities. In Lightning communities, reports are read-only for all external users.
19 Sales/Service/CRM/Force.com (EE and above) receive 300 free Survey Responses.
20 Partner Relationship Management customers will recieve 40x the amount of data storage (200MB) per Partner Community Member (5MB)
21 Partner Relationship Management customers will recieve 12x the amount of API calls/day (2400) per Partner Community Member (200)
22 Commerce Portal, Customer Community, and Customer Community Plus users can be based on a PersonAccount rather than a Contact. A user with a Partner Community license (Partner Community and LEA+ SKUs) must be associated with a Contact tied to a business account that is enabled as a partner account.
23 Available with full Service Cloud licenses.
Updated: December 15, 2020
SUBJECT TO CHANGE WITHOUT NOTICE. REFER TO USER GUIDE FOR LATEST INFORMATION.
 SUBJECT TO CHANGE WITHOUT NOTICE. REFER TO USER GUIDE FOR LATEST INFORMATION.

User License Comparison

Managed Package Functionality

Financial Services Cloud functionality is delivered via managed package on top of Sales & Service Cloud (CRM) (Lightning Interface)

Financial Services Cloud Financial Services Cloud - Bank Teller Financial Services Cloud - Community
Financial Services Cloud Functionality
PE EE UE EE UE Customer Community Customer Community Plus External Apps Plus

Features
B2C and B2B Data Model ü ü ü ü ü ü ü ü
Role-Based Console App ü ü ü ü ü
Financial Accounts ü ü ü ü ü ü ü ü
Financial Goals ü ü ü ü ü ü ü ü
Customizable Financial Rollup Summaries ü ü ü ü ü ü ü ü
Household and Relationship Groups ü ü ü ü ü ü ü ü
Relationship Map ü ü ü ü ü
Client and Household Profiles ü ü ü ü ü ü ü ü
Client Segmentation ü ü
Referral Management ü ü ü ü ü ü ü ü
Alerts/Notifications ü ü ü ü ü ü ü ü
Action Plans ü ü
Lightning Flows for Financial Services Cloud ü ü ü
Life Events ü ü ü
Community Templates - Insurance Independent Agent portal ✓ ✓ ✓
Life Events / Business Milestones Component ✓ ✓ ✓ ✓ ✓ ✓
PolicyHolder 360 Component ✓ ✓ ✓ ✓ ✓ ✓
Agent Book of Business Metrics ✓ ✓ ✓ ✓ ✓ ✓
Document Tracking and Approvals ✓ ✓ ✓ ✓ ✓ ✓
Mortgage App Borrower Flow ✓ ✓ ✓
Mortgage App Assets and Liability Flow ✓ ✓ ✓
Available Add-ons
Knowledge $ $ ü $ $
Live Agent $ $ ü $ $
Engage $ $ $ $ $
Sales Einstein $ $ $ $
Shield $ $ $ $
Tableau CRM for Financial Services $ $ $ $ $ $ $
Lightning Scheduler $ $ $ $ $ $ $

Health Cloud includes and extends Sales Cloud, Service Cloud, and Sales &
Service Cloud (CRM) with the following capabilities.
Sales Cloud / Service Cloud
/ Sales & Service Cloud
Health Cloud Functionality
EE / UE

Contact Tracing ü
Clinical and Insurance Data Model ü
Social Determinants ü
Referral Management ü
Utilization Management ü
Program Management ü
Health Timeline ü
Care Gaps ü
Care team visualization ü
Care team collaboration ü
Care plan Customization & Management ü
Household & Relationship Groups ü
Today Page ü
EHR integration (via partners) ü
Life Events ü
Configurable patient creation flow ü
Patient profile ü
Patient Lists ü
Population analytics ü
Remote Monitoring Exception Management ü
Provider Relationship Management ü
Configure Patient Creation Flow ü
Care Programs ü
Insurance & Benefits ü
Sales Agreement ü
Sales Forecasting ü
Survey Responses ü

Field Service is delivered on top of Service Cloud (Classic Interface), Sales & Service Cloud (CRM), Customer Community Plus, or Partner Community
2
Dispatcher Field Technician, Contractor, Contractor Plus Field Service Lightning +
Field Service Technician Functionality
EE UE PXE EE UE PXE EE UE PXE
Appointment Booking 1 ü ü ü ü ü ü ü ü ü
Scheduling ü ü ü ü ü ü ü ü ü
Ability to be Scheduled ü ü ü ü ü ü
3 3 3
Dispatcher Console ü ü ü ü ü ü ü ü ü
Optimization ü ü ü ü ü ü ü ü ü
Self-Scheduling ü ü ü ü ü ü
FSL Mobile App ü ü ü ü ü ü
Field Service Lightning Features Through SF1 ü ü ü ü ü ü ü ü ü

1 The purchase of at least one Field Service Dispatcher or Technician provides Appointment Booking to all Service CRM users.
2 Field Service Lightning - Contractor and Field Service Lightning - Contractor Plus are delivered on top of Customer Community Plus and Partner Community respectively.
3 Dispatcher Console is available only with Contractor+.
Updated: December 15, 2020
SUBJECT TO CHANGE WITHOUT NOTICE. REFER TO USER GUIDE FOR LATEST INFORMATION.