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Edition picker for Salesforce.

Answer nine questions about your team and tools, and the picker shows which Salesforce edition to start from, why, and what to ask your Salesforce account executive. It uses Salesforce’s published limits and shows no list prices. Nothing you enter leaves your browser.

How many people will log in? How many automations do you want? (follow-up tasks, missed-call tasks, alerts, sweeps)The recipes page lists 15 common ones. We need Property, Offer or Buyer records, not just leads and deals We use CallRail, Calendly, Aircall, Dialpad, Google Ads conversion import, or a custom integration
These need API access. We import lists over 50,000 rows
Data Import Wizard handles 50,000 at a time; larger needs Data Loader. Offers above MAO or a threshold need manager approval We want side-by-side reports (offers vs contracts by rep in one view) Buyers or JV partners should log in to a portal We want built-in multi-step call and email cadences

How the picker decides

If you need…	Minimum edition	Source
Property, Offer or Buyer objects	Professional (Starter allows 0 custom objects)	Starter limits
More than 5 automations	Enterprise (Professional allows 5 flows)	Professional limits · Enterprise
API-based integrations	Enterprise, or Professional with API add-on	API editions · Calendly · Aircall · CallRail · Google Ads
Offer approvals	Enterprise	Flow approvals
Joined reports	Enterprise	joined reports
Built-in cadences	Included in Unlimited; extra cost below	Salesforce Help, Sales Engagement

Some integrations work on Professional: Salesforce lists DocuSign for Professional and up, and RingCentral supports Professional and above. DocuSign · RingCentral The full comparison is in which Salesforce edition investors need.

Questions

Which Salesforce edition do I need as a wholesaler?

If you need Property, Offer or Buyer records, more than 5 automations, or API integrations like CallRail or Google Ads conversion import, start from Enterprise. Small teams with few automations can start on Professional.

Does this tool show Salesforce prices?

No. Most businesses get a discount from a Salesforce account executive based on the business and number of users, so the tool gives you questions to ask instead of list prices.

Sources

Real estate CRM guide · Salesforce features · Integrations · Which edition: full guide · Salesforce vs investor CRMs

Last updated October 2026. Product names, editions and limits change; check the linked source before you rely on one. Not legal advice.

Want a second opinion before you sign?

Send me your team, lead sources and tools and I’ll tell you which edition fits and what to ask for. Start with a free 30-minute call or the fixed-price CRM Revenue Audit (USD 1,500).

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