Archive for August 2013
Salesforce: Files vs CRM Content vs Knowledge vs Documents vs Attachments
Choosing 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.
Salesforce User License Feature Matrix
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!
The Silver Lining 