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What to Consider Before Upgrading Your Salesforce Sales or Service Cloud Edition

By Adnan Zijadic | October 19, 2016 | 0 Comments

My recent research highlights some of the key considerations you need to make before upgrading your Sales or Service Cloud Lightning edition, as some may have been proposed to do so by their Salesforce account representative. Although upgrades are completely optional, here are some of the key challenges we have encountered:

  • Existing Salesforce customers considering upgrading their edition of Sales Cloud or Service Cloud often don’t realize they could save at least 30% by remaining on their current edition and adding other products to it on an “a la carte” basis.
  • Classic Salesforce user interface (UI) subscribers who upgrade their edition without switching to the Lightning UI are paying for functionality that is not yet available to them.
  • Existing Salesforce subscribers looking to buy add-ons a la carte often don’t know that some of the features they want to add might be included in the new, enhanced version of their existing software package, and that therefore they might only need to ask their Salesforce administrator to activate those features.


To see the list of recommendations the full research report is available here to Gartner clients only.


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