This document highlights the key difference between Enterprise Edition and Professional Edition

1. When should
you upgrade to
Enterprise
Edition?
Key features of Enterprise Edition which is
not available in professional edition

2. Dynamic Dashboards
Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility
without having to create a separate dashboard, with its own running user and folder, for each level of data access.

3. Territory Management
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It
enables your company to structure your Salesforce data and users the same way you structure your sales territories.

4. Automated Tasks
Workflow tasks assign a new task to a user, role, or record owner. For example, automatically assign follow-up tasks to a support
representative one week after a case is updated.

5. Access Data through APIs for Full Account History
The business is going to have customer data that we want to send to Salesforce and there will be customer data in Salesforce that we
want to retrieve.

6. Einstein Predictions
With Einstein Prediction Builder, you can make custom predictions about what happens next in your business without writing any code.
After you determine what you want to predict, which field represents it, and what object contains that field, you’re ready to build.

7. Einstein Next Best Action
Display the right recommendations to the right people at the right time. Einstein Next Best Action uses strategies that apply your
org's business rules to display context-sensitive suggested offers and actions on your Lightning record pages.

8. Approval Rules - Sample Request
Salesforce approval process is an automated process that your organization can use to approve records in Salesforce. An approval
process is combination of steps for a record to be approved and person has to approve it each step.

9. Approval Rules - Sample Request
Salesforce approval process is an automated process that your organization can use to approve records in Salesforce. An approval
process is combination of steps for a record to be approved and person has to approve it each step.
2 cases

10. Schedule Appointment with Visual Flows
Visual Flows are a powerful tool for streamlining and simplifying data entry. After you build and implement a flow, you only have to
enter the data once– and the flow powers the rest of your business process.

11. Schedule Appointment with Visual Flows
Visual Flows are a powerful tool for streamlining and simplifying data entry. After you build and implement a flow, you only have to
enter the data once– and the flow powers the rest of your business process.

12. Triggered Automated Email
Email Alerts allow you to send emails automatically through Salesforce. You can specify the type of person to receive these email
alerts, like an internal User or Contact, and you also specify the email template that you want to be used in this alert.

13. Dynamic Dashboards - Manager View
With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them
in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.

14. Interactive Filters
Filter a dashboard to analyze the information interactively. Lightning Reports enable users to select filters that matter to them. Whether
it is viewing reports by a time period, sales teams or other fields to enable teams to understand performance and trends.

15. Items to Approve
This gives users an instant view of the approval requests they need to approve or reject. Click deeper to access the Approval History
related list. This lets users track a record’s progress through an approval process from the record detail page.

16. Automate Visibility into Key Deals
Enhanced visibility into all deals over a certain threshold. Send an automated email to ensure leadership is aware of large deals.
Have them added to this list to keep track of the progress.

17. Manager Profile & Field Level Security
The combination of the user’s profile and the record type determine which page layout is displayed when a user views records for
that object. Field Level Security controls whether a user can see, edit, and delete the value for a particular field on an object. Using
page layouts we can make required field for some profiles and read-only to some profiles using field level security.

18. Einstein Activity Capture
79% of the opportunity related data sales reps gather is never updated in the CRM system. Einstein Activity Capture solves this
problem by automatically logging all email and calendar events into Salesforce, providing better pipeline visibility for sales managers.

19. Sandbox to Optimize Experience
Build with trust and lower the risk to build upon your Salesforce instance. Your sandbox is a true mirror of production securely
available without any additional setup or management. Anyone in your org can test new workflows & customizations prior to roll out.

20. Personalized Customer Portal
Leverage customer portals to provide a digital experience to enhance the customer journey. Share demo videos, post new recipes,
host live virtual events, allow for collaboration. Personalize the user experience based on segment by using Audience Targeting.

21. Upsell with Einstein’s Artificial Intelligence
Display the right recommendations to the right people at the right time. Create and display offers and actions for your clients that are
tailored to meet any unique business criteria.

22. Thank You