Features You Need to Contact Salesforce to Activate
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Contact Salesforce Support to Activate/Deactivate the features below
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Do you have an item to add to the list? Submit your feature here.
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CategoryFeatureDetails
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Account ManagementTo activate Extended Mail Merge
You can generate mail merge documents using the Extended Mail Merge feature. Extended Mail Merge is available by request only. Contact Salesforce Customer Support if you are interested in this feature.
In addition, your administrator must activate the feature before you can use Extended Mail Merge.
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Account ManagementTo enable Divisions
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Account ManagementTo activate the Relationship Groups custom app for Salesforce Wealth Management if missingYour organization must have implemented person accounts before you can use relationship groups.
Your administrator can enable relationship groups by installing the Relationship Groups custom app.
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Account ManagementTo remove the logo on an Account in SF1 if you are not completely satisfiedDisplays company logos, when available, on US-based accounts. New logos may replace ones from social profiles. Logos also appear with account suggestions.
Account Logos is available in Lightning Experience and Salesforce1.
This release contains a beta version of Account Logos that is production quality but has known limitations.
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Account ManagementTo enable Person AccountsBefore you begin, make sure to:
- Create at least one record type for accounts.
- Grant read permission on contacts for profiles that have read permission on accounts.
- Ensure that the contact sharing organization-wide default is set to “Controlled by Parent.”
After completing the steps above, contact Salesforce to enable person accounts & then:
- From the object management settings for person accounts, go to Record Types.
- Assign person account record types to profiles that require person accounts.

**New in Spring: Available to Professional Edition users on Request**
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Account ManagementTo remove the logo on an Account in Lighting if you are not completely satisfiedDisplays company logos, when available, on US-based accounts. New logos may replace ones from social profiles. Logos also appear with account suggestions.
Account Logos is available in Lightning Experience and Salesforce1.
This release contains a beta version of Account Logos that is production quality but has known limitations.
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AdministrationTo increase the pending request queue to over 50,000 for Web-2-Case and Web-2-Lead
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AdministrationTo have Cascade Delete enabled for your organization
In order to facilitate this request, provide Salesforce Support with the following:
1. What is Organization ID of the production or sandbox? (Navigate to Setup > Company Profile > Company Information)(Please provide the specific 15 or 18 character org id):
2. Are you the system administrator authorized on behalf of this organization to request this feature?
3: I understand that the cascading deletion functionality bypasses security and sharing settings, which means users can delete records when the target lookup record is deleted even if they don’t have access to the records (YES/NO):
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AdministrationTo have fields immediately deleted. (FYI: The physical delete process reclaims and cleans fields, making them count temporarily toward the limit. The delete process runs when the queue is full, so the fields could towards the limit until then)When your org is close to the limit of 800 custom fields and you delete or create fields, field creation can fail. The physical delete process reclaims and cleans fields, making them count temporarily toward the limit. The delete process runs only when the queue is full, so it can take days or weeks to start. In the meantime, the deleted fields are still counted as part of the limit. To request immediate deletion of fields, contact Salesforce Support.
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AdministrationTo abort a Background Job on the Monitor Background Jobs page
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AdministrationTo maintain the system field existing values when you import AppExchange Package data
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AdministrationTo increase the number of Custom Apps Above 255 (Professional), 260 (Enterprise)
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AdministrationIncrease Archive Days for your Organization from 365 to up to 2555Create a case with the following information:
1. Are you the system administrator authorized on behalf of this organization to request this feature?
2. Do you understand the implications of having this feature activated?
3. What is Organization ID of the production or sandbox instance would you like to enable this feature?
- (listed under Setup | Company Profile | Company Information)
4. Do you understand that the performance of your report and list views on the activity object might be impacted?
5. What would you like to increase your organization's limit to?
6. Requested Duration -- will the increase be permanent or just for a certain period?
7. Business Case -- why do you need the limit increased?
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AdministrationIncrease the "Max Roll-Up Summary Field" limit from 10 to up to 25How to Enable:
1. Have your System Administrator create a case with Salesforce Support.
2. In your case details, include:
- Your request to increase the Max Roll-Up Summary Field limit.
- What you'd like your new limit to be.
- A business reason to help us understand your request.

Once your case has been created, our Support Team will review and action it accordingly.
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AdministrationIncreasing Maximum number of vlookup function calls per entity from 10 to up to 20To Increase Do the Following:
1. Have a System Administrator log a Case with Salesforce Support
2. Please include all essential details. This includes a business reason for the request as well as the actual limit being requested.
3. Support will review the Case and action it as needed.
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AdministrationTo increase the number of archive days beyond the default 365 days to a maximum of 2555 days, with a Salesforce recommended maximum of 1825 days. Thank you Oliver Hansen: https://success.salesforce.com/_ui/core/userprofile/UserProfilePage?u=00530000008ADYL&tab=sfdc.ProfilePlatformFeed for this one. You can follow Oliver on the success community as well as on twitter @nesensa.Before increasing the number of archive days consider the following:
- Limit increases will affect activity reporting and list view performance and even potentially cause them to time out as more records become available, especially if they are not correctly scoped by date ranges (for example, "Created Date equals This Year").
- Limit increases impact API queries. Any records older than the new limit will be unavailable to be queried.

Change the Archive Days limit by creating a case with Salesforce Customer Support with the following information:
1. Are you the system administrator authorized on behalf of this organization to request this feature? Yes/No
2. Do you understand the implications of having this feature activated? Yes/No
3. What is Organization ID of the production or sandbox instance would you like to enable this feature? (listed under Setup | Company Profile | Company Information)
4. Do you understand that the performance of your report and list views on the activity object might be impacted? Yes/No
5. What would you like to increase your organization's limit to? (Default 365, Recommended max of 1825 days (5 years), keep in mind the impact on your org's performance and legal's data requirements)
6. Requested Duration -- will the increase be permanent or just for a certain period?
7. Business Case -- why do you need the limit increased?

Note: After the increased limit is implemented, records will gradually become available. Depending on the quantity of records to be archived, the process may take a few hours. The reduction of this value and the process of normal archiving will occur over the weekend.
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AnalyticsTo enable Run Reports in the Background so you can continue to work in Salesforce while waiting for results to display
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AnalyticsTo increase the number of Dashboard filter options to 50, by default 10 are enabled
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Authenticate UsersTo increase the number of IP addresses for Partner Portal ProfilesPartner User profiles are limited to five IP addresses. To increase this limit, contact Salesforce.
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Authenticate UsersTo enable delegated authentication single sign-on for your organizationDelegated authentication single sign-on enables you to integrate Salesforce with an authentication method that you choose. This enables you to integrate authentication with your LDAP (Lightweight Directory Access Protocol) server, or perform SSO by authenticating w/ a token vs. password.
The primary reasons for using delegated authentication include:
- Using a stronger type of user authentication, such as integration with a secure identity provider
- Making your login page private and accessible only behind a corporate firewall
- Differentiating your organization from all other companies that use Salesforce in order to reduce phishing attacks
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Authenticate UsersTo stop sending emails to users when new identity verification methods are added to their accounts,
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ChatterEnable Profile-Based Chatter Roll-outPlease read the following before contacting Support:
Profile-Based Chatter Rollout Overview: http://sforce.co/2crGVBU
Profile-Based Rollout Considerations: http://sforce.co/2cBDxYd

To activate:
1. Have your System Administrator create a case with Salesforce Customer Support.
2. Please include your organization's details (name and ID) and a business reason for your request.
3. Confirm that you understand and consent to the following items:
- When profile-based rollout of Chatter is enabled for an organization, Chatter is automatically enabled for standard profiles.
- For all customer profiles and permission sets: Chatter is automatically enabled if any of the following user-level permissions were already enabled (either manually or as part of a licence)
“Create and Own New Chatter Groups” (ChatterOwnGroups)
“Create and Share Links to Chatter Files” (ChatterFileLink)
“Invite Customers To Chatter” (ChatterInviteExternalUsers)
“Manage Chatter Messages” (ManageChatterMessages)
“Moderate Chatter” (ModerateChatter)
“Moderate Chatter Feeds” (ModerateNetworkFeeds)
“Use Case Feed
“View All Data” (ViewAllData)
4. After we receive your case, we will review and respond to your request.
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ChatterIncrease the number of follows per user with Chatter from 50 to up to 2,000To request Salesforce.com Support to increase the number of entities that a single user can follow in chatter, please take the following steps:
1. Verify that the Organization where you want the feature to be enabled is on an edition where the feature is available.
2. Have a System Administrator to log a Case with Salesforce Support
3. Please mark as "feature activation" on the General Application Area
On the case description, please specify:
- Feature requested: Maximum number of entities that a user can subscribe to
- Organization ID where you want the limit to be increased (Navigate to Setup > Company Profile > Company Information):
- I am the system admin in charge of this feature.
- What is the current limit?
- What is the requested limit?
4. Our Support Team will review the Case and action the request as needed.
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ChatterEncrypt Your Data in Chatter (Pilot)This release contains a pilot version of encryption for Chatter in Developer Edition and in Sandboxes for Enterprise, Unlimited,and Performance Editions. We provide this feature to selected customers through a pilot program that requires agreement tospecific terms and conditions. To be nominated to participate in the program, contact Salesforce.
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ChatterBETA: Shield Platform Encryption for ChatterWe provide encryption for Chatter to selected customers through a pilot program that requires agreement to specific termsand conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and wecan’t guarantee acceptance. Encryption for Chatter isn’t generally available unless or until Salesforce announces its generalavailability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular
Chatter Feeds: Create Custom Feeds, Share Posts, Love Live time frame or at all. Make your purchase decisions only on the basis of generally available products and features. You can providefeedback and suggestions for encryption for Chatter in the Chatter Product group in the Success Community
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Communities & PortalsIf you require more than 5000 Portal Roles
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Communities & PortalsTo have more than 50 Zones
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Communities & PortalsTo limit the file types available in Community Management if not available
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Communities & PortalsIf you’re using a domain name for your Force.com site and you want to use it for your communities instead, contact Salesforce Support for assistance with renaming the domain.
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Communities & PortalsEnable Location Permission in Dev OrgsIn addition to profiles, you can now add location and record type criteria to page variations and hit your target audience. For example,by combining criteria, you can have a page that’s visible only to sales users in San Francisco or create a custom group geared just to thatset of users. This feature is available in communities using the Customer Service (Napili) template
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Communities & PortalsProtect Your Community and Improve Productivity with Spam IQ (Pilot)We provide Spam IQ to selected customers through a pilot program that requires agreement to specific terms andconditions. To be nominated to participate in the program, contact Salesforce.
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Communities & PortalsTo create a Community based on Koa and Kokua Templates, No Longer Available for New Communities after Summer 17
We’re starting a phased retirement of the Koa and Kokua templates. As of this release, you can no longer use these templates to
create communities. Salesforce still supports existing communities that were built using Koa and Kokua. To create a community
based on Koa or Kokua, contact Salesforce Suppor
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ConfigurationIncreasing the Custom Object LimitTHIS CASE MUST BE HANDLED BY YOUR ACCOUNT EXECUTIVE

If the organization that need the increase is owned by a Partner:
Have a System Administrator log a Case with Salesforce Partner Support
Please include all important details including the organization ID and a business case for the request
Partner Support will review the Case and action it as needed.

Default Values:
Contact Manager: 5
Group: 50
Professional: 50
Enterprise: 200
Unlimited and Performance: 2000
Developer: 400
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ContentIncrease Content Deliveries Bandwidth LimitMax limit on a case by case basis.

To apply for an increasing this limit, take the following steps:
- Have a System Administrator log a Case with Salesforce Support
- Please include all essential details. This includes a business reason for the request as well as the actual limit being requested.
- Support will review the Case and action it as needed.
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ContentTo enable Content Deliveries if they are not available
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Custom Metadata TypesTo enable custom metadata relationships in a production environment.
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Custom Metadata TypesLong Text Areas in Custom Metadata Types (Pilot)We provide long text areas in custom metadata types to selected customers through a pilot program that requires agreementto specific terms and conditions. To be nominated to participate in the program, contact Salesforce.
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Data.comTo enable the Unlimited View of Data.com search results if only 10 pages are available
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Data.comTo rematch account records with the matching service, regardless of whether a D-U-N-S Number is present (data.com)
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Develop AppsTo enable the Environment Hub in a non-Partner Business Org1. Contact Salesforce to enable the Environment Hub in your org. If you’re an ISV partner, you can skip this step. The Environment Hub is already installed in your Partner Business Org.
2. Log in to the org where the Environment Hub is enabled, and then go to Setup.
3. Assign users access to features in the Environment Hub.
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EmailTo enable email relaying for Salesforce-generated email by configuring Salesforce to automatically route email through your company's Simple Mail Transfer Protocol (SMTP) server.
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EmailTo enable inbound email snapshotsTo request an inbound email snapshot, enter criteria for the To address (required) and From address (optional). Then click Request Snapshot.
The requested snapshot is added to the list of Pending and Completed Snapshots. When an inbound message meets your specified criteria, we take a snapshot and complete the request.
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EmailIncrease email body character length from 32k to up to 131kBy default this limit is 32k however it can be increased to a maximum of 131k based on the need presented.

1. If you would like to move forward with increasing this limit please take the following steps:
2. Have a System Administrator log a Case with Salesforce Support
3. Please include all important details including a business case for the request as well as the requested limit change
Support will review the Case and action it as needed.
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EmailTo increase the daily email limit raised.It's important to be aware that Salesforce Support uses extreme scrutiny when reviewing Mass Email limit increase requests.
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EmailIncreasing the Mass Email Recipient LimitThis limit cannot be increased above the default limit per Edition. However, some organizations find that after upgrading their Organization Edition, the Mass Email Recipient Limit is still set for a lower Edition. In these scenarios, Salesforce Support can assist in increasing this value to the correct limit per Edition.

If you would like to move forward with increasing this limit, please take the following steps:
- Have a System Administrator log a Case with Salesforce Support
- Please include all essential details including the Organization in question and the correct limit being requested.
- Support will review the Case and action it as needed.

Default Limit:
Professional Edition: 250
Enterprise Edition: 500
Unlimited Edition: 1000
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EmailIncrease the Daily Mass Email LimitThe Daily Mass Email limit is a very specific Organization limit that Salesforce considers "High Risk". We understand that ,under certain conditions, an increase to this limit may be needed however it's important to be aware that Salesforce Support uses extreme scrutiny when reviewing Mass Email limit increase requests.

To Apply for a limit increase complete the following steps:
1. Have a System Administrator log a Case with Salesforce Support
2. Please include all essential details. This includes a strong business reason for the request as well as the actual limit being requested.
3. Ensure the correct Organization details are included.

Salesforce Support will review the Case and action it as needed.
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Email to CaseTo increase the On-Demand Email-to-Case email text to 128,000 characters.
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External DataTo request a higher limit for OData Callouts
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ForecastingTo disable Customizable Forecasting
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ForecastingTo disable Customizable Forecasting, or to migrate from Customizable Forecasting to Collaborative Forecasts.When migrating from Customizable Forecasts to Collaborative Forecasts, keep in mind that:

-To enable Collaborative Forecasts, Customizable Forecasting must be disabled first.
-The forecast history, overrides, reports, and sharing data from Customizable Forecasting are purged. - Export your dsta!!

Before migrating, make sure to review What’s the difference between the Forecasting versions?
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ForecastingTo enable Custom Split Types (forecasting) for Salesforce.org
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ForecastingTo disable Collaborative ForecastsSince disabling certain functionality can result in purged quota and adjustment data, consider exporting your data before disabling anything. When you complete your setting changes, you can import the data back into Salesforce. Note that if you change your period setting from monthly to quarterly or quarterly to monthly, you cannot import your quota or adjustments data back into Salesforce because the existing values will not align with your new periods.
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GlobalizationTo enable multicurrency. To Prepare:
1. Familiarize yourself with the implications of enabling multiple currencies: http://sforce.co/2cO8SII
2. Ensure that your selected currency locale is the default currency that you want to use for current and future records in the Company information.
3. Enable Allow Support to Activate Multiple Currencies, and then save your changes.

To enable, contact Salesforce with the following:
- The organization ID (production or sandbox)
- Confirmation that you understand that your current currency locale will become the default currency
- Confirmation that you understand that multiple currencies can’t be disabled once enabled
- Confirmation that you’re a system admin authorized to request multi-currency enablement
- Confirmation that you consent to the lockout of this organization, based on data usage volume
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Globalizationto enable Advanced multicurrency managementBefore enabling Adavanced Multicurrency Management, you must first enable Multi Currency.
1. From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies.
2. Click Enable.
3. When prompted, select Yes, I want to enable Advanced Currency Management and click Enable.
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IndexingTo enable Skinny TablesConsiderations
- Skinny tables can contain a maximum of 100 columns.
- Skinny tables cannot contain fields from other objects.
- For Full sandboxes: Skinny tables are copied to your Full sandbox organizations, as of the Summer '15 release. Previously, they were not.
- For other types of sandboxes: Skinny tables are still not copied to your sandbox organizations. To have production skinny tables activated for sandbox types other than Full sandboxes, contact Salesforce Customer Support.Skinny tables can contain the following types of fields.

Skinny tables can contain the following types of fields.
- Checkbox
- Date
- Date and time
- Email
- Number
- Percent
- Phone picklist
- Picklist (multi-select)
- Text
- Text area
- Text area (long)
- URL
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IndexingTo enable the indexing of additional fields including standard fields, with the exception of multi-select picklists, text area(long), text area (rich), non-deterministic formula fields, encrypted text fields.The platform automatically maintains indexes on the following fields for most objects.
- RecordTypeId
- Division
- CreatedDate
- Systemmodstamp (LastModifiedDate)
- Name
- Email (for contacts and leads)
- Foreign key relationships (lookups and master-detail)
- The unique Salesforce record ID, which is the primary key for each object
- External IDs created on Auto-Number, Email, Number, or Text fields.
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IndexingTo re-enable an index once a formula is modified on an existing index.If the formula is modified after the index is created, the index is disabled.
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IndexingTo rebuild existing indexes to include empty value-rows.Even if you already have custom indexes on your custom fields, you must explicitly enable and rebuild them to get the empty-value rows indexed.
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IndexingTo creates indexes that include empty value-rows.By default, the index tables do not include records that are null (i.e., have empty values). Two-column indexes can have nulls in the second column by default, whereas single-column indexes cannot, unless Salesforce Customer Support has explicitly enabled the option to include nulls. You can work with Salesforce Customer Support to create custom indexes that include null rows.
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IndexingCreate Custom Index FieldsSalesforce supports custom indexes to speed up queries, and you can create custom indexes by contacting Salesforce Customer Support.
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LightningLightning API—Developer Preview Lightning API is available as a Developer Preview in all DE orgs. To use the API in another type of org, contact Salesforce.
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LightningDisable Lookup Record Preview in Lightning Experience for AccessibilityWhen you’re viewing a record in Lightning Experience, you can hover over links to related records to preview lookup record details.
For example, while viewing an Opportunity, you can view the cases and other opportunities associated with the account by hovering
over the account name. You can disable this feature to ensure that Lightning Experience is accessible for visually impaired users
employing screen readers. To disable lookup record preview, contact Salesforce Support.
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LightningTo Enable List View hovers if previous disabledIf you previously disabled the Console List View Hover permission, give list view hovers another try. List view hovers now have a smaller
hover target (just the record name or subject field). The new list view hovers are less intrusive and can help you work more efficiently.
To try out list view hovers again, contact Salesforce to enable this permission.
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Login AccessTo enable Login as Any User when you have an org that was upgraded from Professional to Enterprise
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Login AccessTo disable access to the Administrators Can Log in as Any User functionality
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MobileTo turn on Salesforce Classic Mobile for your organization.The Android and iPhone apps are available in English, Japanese, French, German, and Spanish. Contact Salesforce to turn on Salesforce Classic Mobile for your organization.
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MobileTo enable a custom URL for online help in Salesforce ClassicIf your online help file is compatible with the Web browser on your users' mobile devices, you can contact Salesforce to enable a custom URL for the online help in Salesforce Classic Mobile.

If you enable a mobile help URL, the Help link in the mobile application launches the custom help URL instead of the Salesforce Classic Mobile online help. Don't deploy customized mobile help without testing it thoroughly on all the device models carried by your users.

Even if all of your users have the same type of mobile device, the experience can vary widely depending on which operating system version is installed on the device.
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My DomainTo obtain Identity ConnectTo obtain Identity Connect, contact Salesforce.

To enable Identity Connect for a user:
Assign the Identity Connect license to the user.
Create a permission set and add the “Use Identity Connect” permission to it.
Assign the permission set to the user.
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Opportunities & ProductsTo remove the Sale Price and Quantity from the Opportunity Product page layout (if not available)
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PlatformTo set up Trial Cache RequestsYou can make up to 10 trial cache requests, and you must wait 90 days between trials.
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PlatformTo increase your Trial Cache Request to more than 30 MB (10 MB if you have Developer Edition)
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PlatformTo enable `movePassword(targetUserId, sourceUserId)` Apex Method introduced in Winter '17
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PlatformDeliver Customizable Events with Platform Events (Beta)This release contains a beta version of Platform Events, which means it’s a high-quality feature with known limitations. Forinformation on enabling this feature in your org, contact Salesforce.
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Products and PricebooksTo expand the format of your price fields to up to eight decimal places. To change your decimal place settings on Pricebook/Product Currency fields
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QuotesTo make Unicode languages such as Arabic & Japanese visible in plain text, contact Salesforce and ask to enable the feature for foreign character support for rich text area fields in Quote PDFs.
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QuotesTo insert an image from a public web address outside the Salesforce application (such as your company’s website), for Salesforce.org. Ask to have the public URL whitelisted for your Salesforce org.
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Recycle BinTo enable Extended Recycle Bin RetentionThis feature extends the retention period of recycle bin from 15 days to 30 days.
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Sales ConsoleTo enable a Sales Console for the first time1. To have the console for sales enabled for your Salesforce org, contact Salesforce.
2. Customize highlight panels for all objects and turn them on.
3. Assign the Sales Console User permission set license to users.
4. Enable the “Sales Console” permission on the permission set.
5. Assign users to the permission set. You can only assign users with a Sales Console User permission set license to permission sets that include the “Sales Console” permission.
6. Create a console app and assign it to user profiles.
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Secure AgentTo enable a key size outside of 1,024-bit public/private key pair for Secure Agent
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SecurityTo have the testing option of View in Read Only mode activated for your Sandbox
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SecurityTo disable when a connected app requests access to Salesforce data via the user interface during an OAuth 1.0 token exchange, Salesforce validates the request and sends a short-lived session ID that is valid only for frontdoor.jsp. Previously, the session ID could be used in the API and was eligible for validity extensions
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SecurityTo enable access to Notes & Attachments on Accounts & Contacts for users with a Customer Community license if they cannot access Notes and Attachments on accounts and contacts.
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SecurityTo enable API Client Whitelisting
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SecurityTo enable master encryption key management.
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SecurityTo finalize your changes after disabling Platform Encryption.
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Setup SettingsTo enable the checkbox for Enable Dynamic Channel Creation for organisations with the API access that do not have the checkbox available
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SharingTo increase the limit on sharing rules, By default, you can define up to 300 user sharing rules, including up to 50 criteria-based sharing rules.
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SharingTo enable defer sharing calculationTo be removed Winter 17
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SharingIncreasing the Maximum Number of Sharing Rules per Entity from 300 to up to 500Please note you may see a sever impact on your org.

How to:
1. Have the system administrator log a case for the limit increase.
2. Please include all important details including a business case, the requested limit and org ID.
3. Support will review the Case and action it as needed.
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Shield Platform EncryptionTo Encrypt Custom Fields in Managed Packages
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Shield Platform EncryptionTo re-encrypt existing field values with a newly generated tenant secretConsult your organization’s security policies to decide how often to rotate your tenant secret. You can rotate it once every 24 hours in a production organization, and every four hours in a sandbox environment.
The key derivation function itself uses a master secret, which is rotated with each major Salesforce release. This has no impact on your encryption keys or your encrypted data, until you rotate your tenant secret.
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Shield Platform EncryptionTo Mass Encrypt existing files
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Shield Platform EncryptionTo encrypt previously archived data w/ the Field Audit Trail
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Shield Platform EncryptionTo finalize Shield Platform Encryption DeactivationWhen you turn off Shield Platform Encryption, encrypted data is not mass-decrypted and any functionality that is affected by encryption is not restored. Contact Salesforce after disabling Platform Encryption for help finalizing your changes.

From Setup, use the Quick Find box to find Platform Encryption.
1. Click Encrypt Fields, then click Edit.
2. Deselect the fields you want to stop encrypting, then click Save.
3. Users can see data in these fields.
4. To disable encryption for files, deselect Encrypt Files and Attachments and click Save.
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SupportTo increase the number of entitlement processes to 1,000 in orgs created before Summer 13
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SupportTo request more categories or hierarchy levels, you can create up to 100 categories in a data category group and have up to 5 levels in a data category group hierarchy.
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Territory ManagementTo enable Territory Management 1.0Ensure that you meet the following prerequisites before enabling territory management:
1. To enable territory management, your organization must be using customizable forecasting.
2. To prepare your organization for territory management, Deploying Territory Management Guide.

After you have completed the prerequisites,compelte the following:
1. In Salesforce, from Setup, enter Territory in the Quick Find box, then select Territory Settings.
2. Optionally, change the OWD TM settings that are configurable from the Territory Settings page. See Configure Territory Management Settings.
3. To enable and retain your forecase data press Enable TM, and to enable purge pre-existing forecast data click Enable TM from Scratch.
4. Configure territory-related fields, page layouts, and user permissions:
- For Account Settings, go to Page Layouts and add the Territories & Exclude from territory assignment rules fields to account page layouts.
- For Opportunity Settings, go to Page Layouts and add the Territory field to opportunity page layouts.
5.To begin working with your new territory hierarchy, from Setup, enter Hierarchy in the Quick Find box, then select Territory Hierarchy. See Building Your Territory Hierarchy.
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Standard Features
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Pilots