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How to Configure Group Edition in Salesforce

Startups and small organizations who need a basic CRM program to manage their operations may choose Salesforce Group Edition to back them up. What’s in this Salesforce License Edition, how does it benefit an organization, and how can an administrator configure this edition?

Salesforce Licenses

Salesforce is a cloud-based CRM providing data organization and app development software to its clients. Salesforce comes in five paid licenses/editions (Contact Manager, Group, Professional, Enterprise, and Unlimited) and one free Developer Edition.

What is Salesforce Group Edition?

The Salesforce Group Edition offers basic features that’ll help improve sales and marketing strategies of a small business. In this license, users can:

  • Manage account contacts
  • Utilize web-to-lead capture
  • Create and manage custom opportunities
  • Analyze marketing activities.

Group Edition has fewer features than the Professional, Enterprise and Unlimited Editions. Automation isn’t included and dashboards can’t be customized. Data is generally secured, but it is visible to all platform users since internal user security is not supported. Startups who have a small amount of data within the organization and have five members at most may find this edition useful and easy-to-operate.

Configuring Salesforce Group Edition

Once an organization chooses the Group Edition, the administrator assigns usernames for himself and his members.

  1. Go to Setup and type Users in the Quick Find box.
  2. Select Users from the menu.
  3. Click New User. Fill in the required information for each team member.
  4. Tick the Generate new password and notify user immediately checkbox. Each user will then receive their usernames and passwords via email.
  5. Click Save.

After that, the administrator may now import the organization’s data to Salesforce.

  1. Export each member’s data from the contact manager, and merge these data into one CSV file.
  2. Open the CSV file in Excel. Add a new column, name it Record Owner, and input the Salesforce usernames according to the rows of data they own. Save the file.
  3. Go back to Setup, search and select Data Import Wizard from the Quick Find box.
  4. Follow the on-screen steps to import the CSV file.

The team may now start using the Salesforce Group Edition platform.

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