CRC:How to Enable Additional Salesforce Features
Contents |
Provision Salesforce Features
The Salesforce User Guide and Online Help detail features that are available for provisioning in your salesforce org, some of the features require a Customer Support request is made to enable the feature. Below is a list of the features that require Customer Support to enable before the client can use these features. The features are grouped by Sales, Service and Org Design. As with any feature deployment it is critical to consult with your client on the impact of any specific feature as well as to plan for any back-out procedures if the feature needs to be disabled.
How to Provision Features
The process to Provision Features on the list below should include the following steps:
- Review the feature description in the Salesforce User Guide and/or Salesforce Online Help
- Ensure all pre-requirements are met before requesting the feature, include these details in your feature request
- Contact Salesforce Support by creating a Case to enable the feature, Include business case details, pre-reqs, client approval and the relevant Org ID.
Feature List
The features are arranged by Sales, Service and Org Design features.
Sales
| Sales Feature | Feature Description | Salesforce Edition | More Information |
|---|---|---|---|
| Create Date, Last Modified Date field open for initial data import | Salesforce System fields, Created Date and Last Modified Date, are updated when data is initially imported. To retain original values on the initial import these system fields can be open for insert. | All Editions | |
| Divisions | Divisions provide segmentation of your organization's data into logical sections. The goals is to make searches, reports and list views more meaningful to users. This feature is particularly useful to organizations with extremely large amounts of data. This is an irreversible feature, so when it is enabled it cannot be disabled. | PE, EE and UE | Division Cheat Sheet Salesforce Help |
| Extended Mail Merge | Easily generate mail merge Microsoft Word documents for multiple records at the same time. Extended mail Merge feature requires:
| All Editions | Salesforce Help |
| High Volume Customer Portal Users (Winter ’10) | Add significantly more users to a Customer Portal and assign them to portal-enabled contacts so that large numbers of users can log in to a Customer Portal without affecting its performance. | Salesforce Winter ’10 Release Notes | |
| Local Names | Local name stores a translated value for a corresponding account, contact, or lead field without affecting the users language settings. Fields with local names: Account Name, Contact: First Name, Contact: Last Name, Lead: Company, Lead: First Name, Lead: Last Name. | All Editions | Salesforce Online Help |
| Person Accounts | Person accounts are accounts that can also be used as contacts in many situations. Person Accounts are applicable to organizations that operate on a business-to-consumer (B2C) model to support an individual with whom your organization does business. | EE, UE and DE | Salesforce Implementation Guide Salesforce Online Help Salesforce Cheat Sheet |
| Product Prices, increase the decimal places beyond 8 places | Expand the format of your price fields to up to eight decimal places to the right of the decimal point. | EE, UE and DE, PE additional cost | Salesforce Online Help |
| Relationship Groups | Custom Objects used to store a collection of Accounts as part of the Salesforce Wealth Management Application. Examples for Relationship Groups include:
| Salesforce Wealth Management ONLY | Salesforce Online Help Salesforce Relationship Groups Getting Started Guide |
| Remove Price and Quantity fields from Opportunity Product Page Layouts | Provide the ability to remove price field and quantity field from the Opportunity Product Page Layout. | PE, EE, UE and DE | Salesforce Online Help |
| Territory Management | Use Territory Management to structure your Salesforce data and users the same way you structure your sales territories. This creates an Account sharing system that grants access to accounts based on the characteristics of the accounts. | EE, UE and DE | Salesforce Territory Management Deployment Guide Salesforce Online Help Salesforce Territories Tips and Hints |
Service
| Service Feature | Feature Description | Salesforce Edition | More Information |
|---|---|---|---|
| Create Date, Last Modified Date field open for initial data import | Salesforce System fields, Created Date and Last Modified Date, are updated when data is initially imported. To retain original values on the initial import these system fields can be open for insert. | All Editions |
Org Design
| Org Design Feature | Feature Description | Salesforce Edition | More Information |
|---|---|---|---|
| 10 MB Attachment Limitation | Adding a 10 MB or greater attachment to the Attachments related list of a case, solution, or campaign, or to the Notes and Attachments related list of an account, contact, lead, opportunity, or custom object. | Contact Manager, Group, PE, EE, UE, and DE | Salesforce Online Help |
| APEX Scheduler (Winter ’10) | Limited Release feature that allows Apex classes to run at specific times. | Limited Release | Salesforce Winter ’10 Release Notes |
| AppExchange Uploads | Before you can publish a package, your organization must be activated for Force.com AppExchange uploads. | All Editions | Salesforce Online Help |
| Data Export Service | Your organization can sign up to receive backup files of your Salesforce data. The data is exported into a set of CSV (comma-separated values) files and the administrator is notified files are available via email. Exports can be generated manually once every six days or scheduled to generate automatically at weekly or monthly intervals. | EE and UE PE additional cost | Salesforce Online Help |
| Email Relay | Using an email server to send email that did not originate on that email server. Typical usages include the routing of email through your company's Simple Mail Transfer Protocol (SMTP) server. | PE, EE, UE and DE | Salesforce Online Help |
| Enable Encrypted Fields | Allow users to enter data that is stored in an encrypted form. Data in these fields is only visible by users with the “View Encrypted Data” permission. | EE, UE, and DE | Salesforce Online Help Salesforce Field Reference Guide |
| Field Level Security, Restricting Search | To prevent users from searching on the values in a field they cannot view because of Field Level Security. Without feature enabled user may return search results from fields they are unable to view. | EE, UE, and DE | Salesforce Cheat sheet Salesforce Online Help |
| Force.com ConnectOracle | The lightweight, easy to implement, packaged integration solution for Salesforce and Oracle e-Business Suite 11i. Enables synchronization of account information between Salesforce and an Oracle e_BusinessSuite 11i back-office system. | EE and UE | Salesforce Help |
| Force.com ConnectSAP | The lightweight, easy to implement, packaged integration solution for Salesforce and SAP R3®. Enables synchronization of account information between Salesforce and SAP R/3®. | EE and UE | Salesforce Online Help |
| Mobile | Keep in touch with the latest data, whenever and wherever needed, directly from mobile devices such as a BlackBerry®,Treo™, iPhone™, or Windows Mobile®. | UE included EE additional cost | Salesforce Online Help Salesforce Mobile Tip Sheet Salesforce Mobile Implementation Guide |
| Multi-Currencies | International organizations can use multiple currencies in opportunities, forecasts, reports, and other currency fields. Every Salesforce record has an associated currency. | Group, PE, EE, UE, and DE | Multi-Currency Cheat sheet Salesforce Online Help |
| Outbound Messaging | An outbound message sends the data stored in the specified fields in the form of a SOAP message to the endpoint. These messages are actions generated from Workflow and Approval. | EE, UE and DE | Salesforce Online Help Salesforce Force.com Developer Guide |
| Restrict Email Domain Names | Restriction added to the User Record that will generate an error when attempts to set an email address with an invalid domain. | Contact Manager, Group, PE, EE, UE, and DE | Salesforce Online Help |
| Sandboxes | Ability to create multiple copies of your Organization in separate environments. These environments can be used for a variety of reasons, training, testing, development. | EE and UE | Salesforce Online Help |
| Single Sign-on | Allow validation of usernames and passwords against your corporate user database or other client application, vs. having a separate user password managed by Salesforce. Salesforce Single Sign-on supports both SAML and Delegated Authentication. | PE, EE, UE and DE | Salesforce Help Salesforce Single Sign-on Implementation Guide |
| Translation Workbench | Use the translation workbench to make your organization truly multilingual and allow users to work in the language they are most comfortable. Configure your translation
workbench to maintain the languages you support and designate which users are responsible for maintaining the translated terms. | PE, EE, UE and DE | Salesforce Cheat sheet Salesforce Help |
| Indonesian, Ukrainian, and Vietnamese | Indonesian (id), Ukrainian (uk), and Vietnamese (vi) are now available as end user languages. | All Editions | Salesforce Winter ’10 Release Notes |
More Information
For more information on any features mentioned in this document review Salesforce Online Help, the Salesforce User Guide and the Consultant Resource Center. Additional resources to answer your feature questions include the Salesforce Community, Community Discussion Boards and the Developer Discussion Boards.
For partners and customers with premier support or to enable the features in this document contact Salesforce Customer Support. To contact support:
- Case on Partner Portal
- Call Support:
- Americas: (415) 901-7010
- EMEA: 00353 1 272 3503
- APAC: +65 6302 5700
- Japan: +81-3-5785-8480
- Contact Support
About Me
Randy Kidd is a Partner Enablement Manager at salesforce.com, working with our Partner Community to build and deliver wildly successful Client solutions.