SMS-Magic Converse Compatibility with Salesforce

SMS-Magic Converse Compatibility Matrix

Here is a detailed list of Modules & Features and its compatibility with the Enterprise, Partner Professional, and Professional editions. Due to certain API restrictions, some of the setup steps need to be done manually.

[M] stands for Manual Configuration

[AR] stands for API Required

SMS-Magic Converse ModulesFeatures/ModulesEnterprise EditionPartner ProfessionalProfessional
Bulk MessagingStreaming APIs, Rest APIs, MetaData APIs Supported[AR]
NACustom code lets you customize your site using markup, such as HTML and JavaScript[AR]
Converse AppObject List view in Bulk Campaign[AR]
App Templates add, remove, edit, create
Converse Apps Automation Actions, Auto Reply, And Notification to User
Converse SettingsAutomatic Configuration of Remote Sites via the setup wizard[M][M]
Auto setup of VF pages for custom and standard objects via the setup wizard[M]
Auto setup of Lookups in MOC for custom and standard objects except the object lookups that we package via setup wizard.[M]
Converse Settings Registration
User Management
other steps of converse settings
Converse DeskObject List views filters in converse desk[AR]
Converse Desk Conversation Assignment
Converse Desk Read/Unread marking conversation
CRM Actions on custom and standard objects
Close/Open /Related conversations
Internal Notes
Canned Response
Character Limit
Sending SMS/MMS/Emoticons/Templates
Converse TemplatesConverse Templates Create/Update/Delete, Merge fields
Converse HomeConverse Home
Conversations Component LightningUtility Bar
Embed Desk
Conversation Component ClassicSideBar
Converse buttons on Record details pageSend SMS single and bulk for custom and standard objects
Add Sender IDAdding Sender ID from Salesforce[AR]

SMS-Magic Converse Compatibility with Salesforce Professional Edition

Salesforce Professional Edition is designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.

There are few features that are not available in the professional edition which need to be taken care of. We have listed some of the limitations of the professional edition below:

  • No Territory Management, No Account Assignment Rules
  • No Sales Teams (aka Opportunity Teams)
  • No Joined Reports, No Dynamic Dashboards, No Bucket Fields
  • No Cross Filters (e.g. Accounts without Opportunities)
  • No Scheduled Dashboards (you can schedule a Report)
  • 50 Custom Report Types vs. 200 in Enterprise Edition
  • 250 emails sent in a single mass email blast vs. 500 in Enterprise Edition
  • Limit of 20 Custom Fields on Activities vs. 100 in Enterprise Edition
  • Limit of 10 Custom Tabs vs. 25 in Enterprise Edition
  • Limit of 50 Custom Objects vs. 200 in Enterprise Edition
  • No Workflow / Approvals / Visual Workflow
  • No Person Accounts
  • No Ability to mass Grant Login Access to a System Administrator
  • No Data Export (Weekly Export Service to backup your Salesforce org)
  • Limit of 20 Validation Rules per Object vs. 100 in Enterprise Edition
  • Limit of 100 Custom Fields per Object vs. 500 in Enterprise Edition
  • No Service Cloud Console, No Partner or Customer Portal
  • No Websites (aka / Sites)
  • To use Chatter Plus (Chatter Only) licenses in Professional Edition, you’ll need to contact Salesforce support and have Profiles enabled
  • No Salesforce Communities (released Summer ’13)
  • Custom Development and Sandboxes
  • No Change Sets (which are needed to deploy custom code)
  • No API (thus no ability to use the Data Loader or build custom integrations)
  • No Partial Copy Sandbox
  • Limit of 10 Developer Sandboxes* (*Change Sets disabled) vs. 25 in Enterprise Edition
  • Lightning Professional Edition Limits: 5 Process Builder processes, 2 Permissions Sets, 2 Custom Profiles, 3 Record Types, 2 Page Layouts, 10 Developer Sandboxes

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