CRM Help

Feature Availability & Limits

Features New Pricing Editions
Free Standard Professional Enterprise
Sales Force Automation        
Leads
Accounts
Contacts
Potentials
Sales Forecasting  
Forecasts Based on Territories      
Macros    
Feeds
Document Library
Activities - Tasks, Events, Calls
(Tasks, Events, Calls)
Reminders  
Recurring Activities
Multiple Currencies      
CRM Analytics        
Standard Reports
Custom Reports   100 Unlimited Unlimited
Schedule Reports   20 Schedulers/user
Maximum 100 schedulers/day for Org.
20 Schedulers/user
Maximum 100 schedulers/day for Org.
20 Schedulers/user
Maximum 100 schedulers/day for Org.
Standard Dashboards  
Custom Dashboards   10 Dashboards Unlimited Unlimited
Marketing Automation        
Campaigns
Mass Email   250/day 500/day 1000/day
Custom Email Templates 10 Templates 100 Templates Unlimited Unlimited
Email Opt-out
Autoresponders       3 autoresponders
Schedule Mass Email    
Inventory Management        
Products    
Price Books    
Quotes    
Sales Orders    
Invoices    
Vendors    
Purchase Orders    
Inventory Templates    
Customer Support        
Cases    
Solutions    
Web-to-Case Form     10 forms/module 20 forms/module
Notify Owner    
Assignment Rules     20 rules & 20 rule entries 20 rules & 50 rule entries
Case Escalation Rules      
Business Hours      
Data Administration        
File Storage (for Org.) 1 GB 1 GB
plus
512 MB /user license
1 GB
plus
512 MB /user license
1 GB
plus
1 GB /user license
Additional Storage (for Org.)   Pricing Information
for 5 GB
Pricing Information
for 5 GB
Pricing Information
for 5 GB
Records 25000 records 100,000 records Unlimited Unlimited
Import Data 1000 10000 20000 30000
Data Import - Clone option
Data Import - Skip and Overwrite option   10000 records/batch 20000 records/batch 30000 records/batch
Merge Duplicates -Find & Merge Option
Merge Duplicates -Deduplicate Option    
Import History Past 60 days Past 60 days Past 60 days Past 60 days
Export Module Data 1000 records/module 3000 records/module 3000 records/module 3000 records/module
CRM Variables       11 groups + 25 entry/group
API for Third-party App. Integration
1000 calls/day/org. 250 calls/user license 250 calls/user license 500 calls/user license
 

Max: 5000 calls/day

Min: 2000 calls/day

Max: 10000 calls/day

Min: 3000 calls/day

Max: 25000 calls/day

Min: 4000 calls/day

Security Management        
Users 10 Users (Free) Pricing Information Pricing Information Pricing Information
Profiles 2 5 15 25
Roles 2 5 10 250
Territory Management       150 territories
Groups   20 30 50
Field-Level Security    
Custom Links     10 links/module 10 links/module
Default Data Sharing Settings  
Public Read Only
(in Default Data Sharing Settings)
     
Data Sharing Rules       15 rules
Audit Logs  
Record-Level Sharing      
Product Customization        
Organize Tabs
Rename Tabs
Group Tabs   10 groups 10 groups 25 groups
Custom Modules       10 modules
Plus 1 Additional Modules for every 10 additional user licenses.
(Maximum: 50 modules)
Layout Editor
Email Address Duplication Check  
Unique Fields   2 fields/module 2 fields/module 2 fields/module
Standard List Views
Custom List Views 5 list views/module 50 list views/module Unlimited Unlimited
Records in List Views 50 100 100 100
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists       5 custom related lists/module
Customize Search Layout
Customize Related Lists Columns  
Copy Customizaton  
Custom Buttons       50 per module
Web Tabs       25
Custom Fields
(Includes all types of fields)
  10 fields/module 150 fields/module
(Note: Activities module has only 140 fields)
300 fields/module
(Note: Activities module has only 200 fields)
Maximum limit for individual field types        
String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number)
Maximum 10 Text Area fields
  10 60 130
Integer Fields (digits without decimal)   10 20 30
Number fields (Decimal, Percentage, and Currency)   10 15 20
Date Fields   10 15 25
DateTime Fields   5 10 25
Boolean (Check box)   10 20 50
Long Integer Fields   5 5 15
Lookup Fields     5 5
Auto-number Fields
(Included in the total no. of Text fields)
  1 1 1
Formula Fields
(Included in the total no. of custom fields)
    15 fields/module 15 fields/module
Special Fields        
Contact Role
Terms & Conditions    
Tax Rates    
Workflow Management        
Workflow Rules 1 rule/module 6 rules/module 20 rules/module 50 rules/module
Time Based Action       5 actions/workflow rule
Workflow Tasks 5 tasks/action 5 tasks/action 5 tasks/action 5 tasks/action
Reminder for
Workflow Tasks
 
Workflow Alerts 5 alerts/action 5 alerts/action 5 alerts/action 5 alerts/action
Record Owner, Record Creator, Record Owners Manager (options in Alert)
Using Email field from the
Module & Related Modules
     
Workflow Field Updates     3 field updates/action 3 field updates/action
Delete (Execute On Record Action)    
Field Update (Execute On Record Action)      
Workflow Convert  
Execute Based on Date Field Value      
Webhooks     1/action
10000 calls/day or 100 calls/user license
(whichever is lower)
1/action
20000 calls/day or 500 calls per user license for the org.
(whichever is lower)
Custom Functions       1 Instant Action and 5 Time-Based Actions per Rule
Custom Functions - Calls per Day       20000 calls/day or 200 calls per user license for the org.
(whichever is lower)
Custom Functions - Integration Tasks       25000 SkyDesk API calls/day using deluge
Custom Functions - Get Data       25000 calls/day
Custom Functions - Post Data       25000 calls/day
Custom Functions - Send Mail       1000 emails/day
Custom Schedules      
Approval Process      
Web Forms        
Forms for Leads/Contacts 1 form/module 5 forms/module 10 forms/module 20 forms/module
Approve Records
Assignment Rules     20 rules & 20 rule entries 20 rules & 50 rule entries
Auto Response Rules
Unsubscribe Form
Notify Record Owner  
Email        
SkyDesk Mail Add-on    
BCC Dropbox    
Attachments in Email 3 MB 10 MB 10 MB 10 MB
Add-ons & Integrations        
SkyDesk CRM Mobile Edition
Check-in
Manage Mail Add-on Users    
SkyDesk Creator Integration      
Visitor Tracking
SkyDesk SalesIQ Integration
SkyDesk Writer Add-on    
SkyDesk Support Integration
SkyDesk Projects Integration
SkyDesk PhoneBridge
Integrations available with Twilio
 
SkyDesk Reports Integration
SkyDesk Campaigns Integration
Attach from SkyDesk Docs  
Attach from Google Docs  
Others        
Business Card View
Calendar
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