salesforce

Salesforce Platform License Limitations – What to Know

salesforce

Salesforce Platform License Limitations – What to Know

The Salesforce Platform License limitations include:

  • Restricted Data Storage: Limited storage capacity for data and files.
  • Limited Custom Objects: Restrictions on the number of custom objects created.
  • API Access Limits: Limited access to Salesforce APIs may affect integration with external systems.
  • Feature Availability: Certain Salesforce features and tools may not be available or are limited.
  • User Permissions: Restrictions on user roles and permissions within the Salesforce environment.
  • Application Limits: Limitations on using and developing custom applications on the platform.
  • Report and Dashboard Restrictions: Limited capabilities in creating and customizing reports and dashboards.
Table Of Contents
  1. Introduction to Platform Licenses
  2. Overview of Salesforce Platform Licenses
  3. Detailed Limitations of Salesforce Platform Licenses
  4. Additional Considerations
  5. Salesforce Platform License FAQ

Introduction to Platform Licenses

Introduction to Platform Licenses

Brief Introduction to Salesforce Platform Licenses

Salesforce Platform Licenses are designed to allow businesses to develop and deploy custom applications within the Salesforce ecosystem.

These licenses are tailored to meet the needs of organizations that require robust customization options without the full breadth of CRM features.

Importance of Understanding License Limitations

Understanding the limitations of Salesforce Platform Licenses is crucial for businesses to manage their Salesforce environment effectively.

Awareness of these constraints helps ensure that the organization can maximize the platform’s capabilities while avoiding potential compliance issues and unexpected costs.

Overview of Salesforce Platform Licenses

Overview of Salesforce Platform Licenses

Definition and Purpose of Salesforce Platform Licenses

Salesforce Platform Licenses are specialized licenses that offer access to Salesforce’s custom application development tools.

These licenses are particularly suited for businesses looking to build and manage applications that cater to their unique operational needs without needing full CRM functionalities.

Key Features and Intended Use Cases

Key Features

  • Custom App Development: Enables creating and deploying custom applications tailored to specific business processes.
  • Workflow Automation: Supports the automation of business processes to improve efficiency and productivity.
  • Data Storage and Management: Provides a platform for managing data through custom objects and fields.
  • Integration Capabilities: Allows integration with external systems and data sources using APIs and other tools.
  • User Management: Offers tools to manage user roles, permissions, and access levels within custom applications.

Intended Use Cases

  • Internal Business Applications: Ideal for developing applications that streamline internal business operations, such as HR management systems or inventory tracking tools.
  • Custom Workflows: Suitable for creating workflows specific to the organization’s needs, improving operational efficiency.
  • Data Management Solutions: Used to develop solutions that manage and analyze data specific to the organization’s requirements.
  • Integration Hubs: Acts as a central platform to integrate various external systems and applications, ensuring seamless data flow and process management.

Understanding the definition, purpose, and key features of Salesforce Platform Licenses can help organizations better align their platform use with their strategic goals and operational requirements.

Detailed Limitations of Salesforce Platform Licenses

Detailed Limitations of Salesforce Platform Licenses

Restricted Data Storage

Explanation of Storage Limitations

Salesforce Platform Licenses come with limited data storage capacity. This means the amount of data and files that can be stored within the Salesforce environment is capped. These limits can vary depending on the license type and the overall Salesforce agreement.

Strategies for Managing Data Storage

  • Data Archiving: Regularly archive old or inactive data to free up storage space.
  • Optimize Data Usage: Use data efficiently by removing duplicates and unnecessary records.
  • Purchase Additional Storage: Additional storage can be purchased from Salesforce to accommodate growing data needs.
  • Leverage External Storage: Utilize external storage solutions to offload large files and attachments.

Limited Custom Objects

Description of Custom Object Limits

Salesforce Platform Licenses restrict the number of custom objects that can be created. This limitation can hinder the ability to fully customize the Salesforce environment to fit specific business needs.

Impact on Business Process Customization

  • Reduced Flexibility: Limits on custom objects can restrict the ability to create tailored solutions for unique business processes.
  • Prioritization Needed: Organizations must prioritize which custom objects are most critical to their operations.

API Access Limits

Overview of API Access Restrictions

Salesforce Platform Licenses limit the number of API requests that can be made. This can impact the ability to integrate Salesforce with other systems and automate data flows.

Potential Challenges with External System Integration

  • Integration Delays: Limited API access can slow down real-time data synchronization between Salesforce and other systems.
  • Automation Constraints: Automation processes that rely on API calls may be restricted, affecting operational efficiency.

Feature Availability

List of Features and Tools Unavailable or Limited

Under Salesforce Platform Licenses, Advanced Salesforce features and tools are unavailable or limited. These can include advanced analytics, AI-driven insights, and some CRM-specific functionalities.

Workarounds and Alternatives

  • Use Available Features Efficiently: Maximize the use of available features to compensate for the lack of advanced tools.
  • Third-Party Tools: Integrate third-party tools that provide similar functionalities unavailable in the Salesforce Platform License.
  • Upgrade Licenses: Consider upgrading to a different Salesforce license with the necessary features.

User Permissions

Explanation of User Role and Permission Restrictions

Salesforce Platform Licenses impose restrictions on user roles and permissions. This affects how users can interact with and manage the Salesforce environment.

Effects on User Management and Interaction

  • Limited Access: Some users may not have access to certain functionalities or data, impacting their ability to perform tasks.
  • Role Hierarchy Constraints: The ability to create complex role hierarchies and permissions may be limited.

Application Limits

Details on Custom Application Development Restrictions

There are limitations on how custom applications can be developed and deployed on the Salesforce platform with Platform Licenses. This can restrict the ability to build comprehensive business-specific applications.

Implications for Business-Specific Applications

  • Reduced Innovation: Constraints on application development can limit innovation and the creation of unique business solutions.
  • Dependence on External Development: Organizations might need external development tools or services to build required applications.

Report and Dashboard Restrictions

Limitations on Reporting and Dashboard Customization

Salesforce Platform Licenses come with restrictions on the capabilities to create and customize reports and dashboards. This can affect how data is visualized and analyzed.

Impact on Data Analysis and Decision-Making

  • Limited Insights: Reduced ability to customize reports and dashboards can limit insights and data-driven decision-making.
  • Dependence on Standard Reports: Organizations may need to rely more on standard reports and less on customized, detailed analytics.

By understanding these detailed limitations, organizations can better plan and strategize using Salesforce Platform Licenses to mitigate potential drawbacks and maximize the platform’s capabilities.

Additional Considerations

Additional Considerations

Access to Admin Rights

Necessity of Full CRM or Platform Admin Licenses for Complete Functionality

Having full CRM or Platform admin licenses is often necessary to fully utilize the Salesforce platform’s capabilities. These licenses provide comprehensive access to all administrative features, enabling effective management of the Salesforce environment.

How to Manage Admin Rights Effectively

  • Assign Admin Roles Carefully: Ensure only qualified and trusted individuals are granted admin rights to prevent misuse and maintain security.
  • Regularly Review Permissions: Periodically audit user roles and permissions to ensure appropriate and up-to-date access levels.
  • Training and Support: Provide ongoing training and support for administrators to inform them about the latest features and best practices.

Usage-Based Entitlements

Explanation of Usage-Based Limits (Logins, API Requests)

Salesforce Platform Licenses come with usage-based entitlements that limit the number of logins, API requests, and other usage metrics. These limits are designed to prevent overuse and ensure fair resource distribution.

Best Practices for Managing Usage Within Limits

  • Monitor Usage: Regularly track login and API usage to stay within the prescribed limits.
  • Optimize API Calls: Reduce unnecessary API calls by optimizing integration processes and batch processing.
  • Educate Users: Inform users about usage limits and best practices to avoid unnecessary logins and API requests.

Platform Limits

Specific Platform Limits (Custom Objects, Record Imports/Exports, File Sizes)

Salesforce Platform Licenses have specific limits regarding the number of custom objects, record imports/exports, and file sizes for attachments and documents. These limits can impact how extensively you can customize and use the platform.

How to Navigate and Mitigate These Limits

  • Prioritize Custom Objects: Use custom objects strategically by prioritizing those most critical to business processes.
  • Efficient Data Management: Implement efficient data management practices to stay within record and file size limits.
  • Consider Additional Licenses: If necessary, purchase additional licenses to extend platform capabilities.

Limited Access to Standard Objects

Standard Objects Not Accessible with Platform Licenses

Certain standard objects, such as leads, campaigns, and opportunities, are inaccessible with Salesforce Platform Licenses. This can limit functionality for sales and marketing operations.

Alternative Approaches for Managing These Objects

  • Custom Objects and Fields: Create custom objects and fields to replicate the functionality of standard objects.
  • Third-Party Tools: Use third-party tools that integrate with Salesforce to manage leads, campaigns, and opportunities.
  • Upgrade Licenses: Consider upgrading to a license with access to standard objects.

Advanced Features Limitations

Advanced Features Not Available with Platform Licenses

Some advanced features, such as building email templates and conducting mass email campaigns, are unavailable with Salesforce Platform Licenses. This can restrict marketing and communication capabilities.

Possible Solutions and Compensatory Measures

  • Leverage Available Tools: Maximize using available tools and features within the platform.
  • Third-Party Solutions: Integrate third-party solutions that provide the advanced features you need.
  • Custom Development: Develop custom solutions that mimic the functionality of the restricted advanced features.

Customization Limitations

Restrictions on Object, Field, and Page Layout Customization

Salesforce Platform Licenses restrict the customization of objects, fields, and page layouts. These limitations can affect the platform’s ability to fully adapt to specific business needs.

Tips for Maximizing Customization Within Limits

  • Strategic Customization: Focus on customizing the platform’s most impactful areas to maximize the benefits within the given constraints.
  • Use Formulas and Validation Rules: Leverage formulas and validation rules to add functionality without exceeding customization limits.
  • Regular Reviews: Periodically review and optimize customizations to ensure they align with current business requirements and stay within the license limits.

By understanding these additional considerations, organizations can better manage their Salesforce Platform Licenses and address any limitations effectively, ensuring optimal use of the platform’s capabilities.

Salesforce Platform License FAQ

What are Salesforce Platform Licenses? Salesforce Platform Licenses allow businesses to develop and deploy custom applications within the Salesforce ecosystem, offering tools for workflow automation and data management without full CRM features.

What are the main limitations of Salesforce Platform Licenses? The main limitations include restricted data storage, limited custom objects, API access limits, feature availability, user permissions, application limits, and report and dashboard restrictions.

How much data storage is available with Salesforce Platform Licenses? Salesforce Platform Licenses come with limited data storage capacity, which varies based on the specific license type and agreement with Salesforce.

Can I create unlimited custom objects with Salesforce Platform Licenses? No, there are restrictions on the number of custom objects you can create, which may impact the ability to fully customize the platform for specific business needs.

What are the API access limits with Salesforce Platform Licenses? API access is limited, affecting integration with external systems and automation processes that rely on API calls.

Are all Salesforce features available with Platform Licenses? Certain advanced features and tools are not available or limited to Platform Licenses. This includes some CRM-specific functionalities and advanced analytics.

How do user permissions work with Salesforce Platform Licenses? User permissions are restricted, affecting how users interact with and manage the Salesforce environment. Admin rights may also be limited without the appropriate licenses.

Can I develop custom applications using Salesforce Platform Licenses? Yes, but there are limitations on the extent of custom application development and deployment. This can restrict the creation of comprehensive business-specific applications.

Are there any limitations on creating reports and dashboards? Yes, there are restrictions on creating and customizing reports and dashboards, which can impact data analysis and decision-making.

What are usage-based entitlements? Usage-based entitlements include limits on the number of logins, API requests, and other usage metrics to prevent platform abuse and ensure fair resource distribution.

Do I need a full CRM or Platform admin license for complete functionality? Yes, having full CRM or Platform admin licenses is necessary to fully utilize Salesforce platform capabilities and manage the environment effectively.

What are Salesforce Platform Licenses’ platform limits? Platform limits include restrictions on the maximum number of custom objects, records that can be imported or exported, and file sizes for attachments and documents.

Can I access standard objects with Salesforce Platform Licenses? Platform Licenses do not allow access to certain standard objects, such as leads, campaigns, and opportunities.

Are advanced features available with Platform Licenses? Some advanced features, such as building email templates and conducting mass email campaigns, are limited or unavailable with Platform Licenses.

How can I manage customization limitations with Salesforce Platform Licenses? Focus on strategic customization, use formulas and validation rules to add functionality, and regularly review and optimize customizations to align with business requirements within the license limits.

Author

  • Fredrik Filipsson

    Fredrik Filipsson brings two decades of Oracle license management experience, including a nine-year tenure at Oracle and 11 years in Oracle license consulting. His expertise extends across leading IT corporations like IBM, enriching his profile with a broad spectrum of software and cloud projects. Filipsson's proficiency encompasses IBM, SAP, Microsoft, and Salesforce platforms, alongside significant involvement in Microsoft Copilot and AI initiatives, improving organizational efficiency.

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