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Development on Professional Edition
Hello, everyone.
I am new to Salesforce (I've began studying it about 1 month ago).
There are some projects that I intend to implement on my Salesforce Professional Edition, but I am stuck due to some limitations. Since I don't have much experience with the platform, I wonder if the community of developpers could help me confirm if, in fact, my edition doesn't allow me to develop them, and if I need to upgrade my edition.
The implementations are described below:
1) Send scheduled email alerts
We want to send e-mail alerts when expiration dates of opportunities' contracts are approaching. In this context, we want to send weekly emails corresponding to each opportunity.
I've tried to do this by using Flow and Process Builder. Nevertheless, I always get the error message shown on this topic https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BuOazSAF (bear with me...the french community seamed more active, so I tried to ask for help in french :) - google translator required).
TL DR.: Error message = "insufficient access rights on cross-reference id"
2) Build a list of e-mails
The objective here is to make the sending of email messages more transparent. For example, if a sales representant sends an email to an opportunity, we want to make this message visible on Salesforce. At each opportunity page, there would be a "e-mails" tab, where we could show these messages.
3) Access data from external sources
We want to access data contained on Google Cloud Big Query and Google Sheets. Note: We don't have access to Salesforce API on Professional Edition.
Actually, I think that the main question here is:
What can developpers do on Salesforce Professional Edition?
As a begginer, I am finding a lot of barriers. The things I was able to do so far are the following:
Change Pages' Layouts
Create New Objects and Fields
Create Email Alerts
Things I identified that I can't do:
Create Apex Classes
Create Customized Metadata
Access external API's
I am new to Salesforce (I've began studying it about 1 month ago).
There are some projects that I intend to implement on my Salesforce Professional Edition, but I am stuck due to some limitations. Since I don't have much experience with the platform, I wonder if the community of developpers could help me confirm if, in fact, my edition doesn't allow me to develop them, and if I need to upgrade my edition.
The implementations are described below:
1) Send scheduled email alerts
We want to send e-mail alerts when expiration dates of opportunities' contracts are approaching. In this context, we want to send weekly emails corresponding to each opportunity.
I've tried to do this by using Flow and Process Builder. Nevertheless, I always get the error message shown on this topic https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BuOazSAF (bear with me...the french community seamed more active, so I tried to ask for help in french :) - google translator required).
TL DR.: Error message = "insufficient access rights on cross-reference id"
2) Build a list of e-mails
The objective here is to make the sending of email messages more transparent. For example, if a sales representant sends an email to an opportunity, we want to make this message visible on Salesforce. At each opportunity page, there would be a "e-mails" tab, where we could show these messages.
3) Access data from external sources
We want to access data contained on Google Cloud Big Query and Google Sheets. Note: We don't have access to Salesforce API on Professional Edition.
Actually, I think that the main question here is:
What can developpers do on Salesforce Professional Edition?
As a begginer, I am finding a lot of barriers. The things I was able to do so far are the following:
Change Pages' Layouts
Create New Objects and Fields
Create Email Alerts
Things I identified that I can't do:
Create Apex Classes
Create Customized Metadata
Access external API's
Can you please signup the free developer edition instead of professional where you can explore more. Please use the link to signup.
In developer edition you can use the Apex Classes, Api's. You will get two free salesforce licence in developer edition.
https://developer.salesforce.com/signup
Thanks,
Maharajan.C
All Answers
Can you please signup the free developer edition instead of professional where you can explore more. Please use the link to signup.
In developer edition you can use the Apex Classes, Api's. You will get two free salesforce licence in developer edition.
https://developer.salesforce.com/signup
Thanks,
Maharajan.C
One question: I already have one active edition (Professional). If I subscribe to the Developer Edition, am I going to have a complementary license in my already existent Salesforce Platform?
Thanks!