The Silver Lining

Lessons & Learnings from a salesforce certified technical architect.

Archive for August 2013

Salesforce: Files vs CRM Content vs Knowledge vs Documents vs Attachments

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The MatrixChoosing the right file or document management system on- (or off-) platform can be a difficult decision, and one of those things that’s difficult to change once implemented so it’s important to make the right choice up front.

Salesforce.com has a number of content and document solutions (and more on the way) and the options when given a set of decision points aren’t always clear. To this end I’ve created a matrix comparing the on-platform systems which should make that decision easier. It’s based on the official documentation but add in a few other key decision points (please don’t sue me Salesforce, I’m just a lowly a certified technical architect!).

If I’ve got anything wrong, or left something out please let me know.

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Written by Wes

August 29, 2013 at 7:05 pm

Salesforce User License Feature Matrix

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Understanding Salesforce licensing is incredibly important for all areas of a business buying salesforce and implementation projects. Common questions are:

  • What licenses are available?
  • How much do they cost?
  • Which license types support my intended solution?
  • What are the limitations?
  • How are they “consumed”?

As part of my Salesforce TA Certification I created a matrix that compares all current license types making it easy to learn about licenses and make the licensing decision a bit easier. The matrix isn’t comprehensive but instead tries to balance ease-of-use whilst providing the most important decision points.

Let me know if I missed anything important!

References

Written by Wes

August 10, 2013 at 12:25 pm

Posted in SalesForce

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