阿里云上的Salesforce CRM功能差异列表 - Summer'24夏季版

本文是阿里云上的Salesforce Summer'24夏季版的已知产品与功能差异说明。

简介

我们的产品目标,是在合规性允许的情况下让阿里云上的 Salesforce 与全球其他地方的 Salesforce 尽可能保持一致。但是,由于技术或监管原因,存在少量的功能差异。

因技术和监管等因素会随着时间的推移而发生变化,因此本文档是对当前时间点产品差异化的描述,并将不断迭代更新。

阿里云上的 Salesforce 提供三个版本:CN Unlimited Edition(CN无限版,简称为CN UE)、CN Enterprise Edition(CN企业版,简称为CN EE) 和 CN Developer Edition(CN研发版,简称CN DE)。其中,CN无限版广泛应用于各行业客户的业务与生产,涵盖销售、服务及其结合的三大核心云模块,为企业提供全面的客户关系管理工具;CN企业版专为中国市场量身定制,以更具竞争力的价格和功能,满足复杂业务的需求,CN研发版则为阿里云上的 Salesforce ISV 合作伙伴提供研发测试租户环境。这三个版本与 Salesforce 全球版共享相同的限额(如存储和 API等),但一些限制传输或需要跨境连接的功能默认关闭。此外,部分功能取决于产品路线图,可能会在未来版本中推出。与全球其他地区的 Salesforce CRM 一样,阿里云上的 Salesforce CRM 也遵循每年三次的主要发布时间表。

本次夏季版还新增推出了Salesforce Health Cloud。这是阿里云和Salesforce在中国第一次联合发布行业云产品,更多详细信息请查阅:阿里云上的Salesforce CRM - Health Cloud

产品与功能差异

产品或功能

可用(但有差异)

(暂)不提供

备注

Adoption Assistance

✔️

因依赖于外部第三方服务,暂不提供如下功能:

Optimizer app

Access to the Transition Assistant

Lightning Experience Welcome Mat

Auth Providers

✔️

不支持预定义的社交网络身份验证提供商(Apple、Facebook、Janrain 等)。

支持Salesforce,OpenID Connect 和自定义身份验证提供商(Custom Authentication Providers)。

Backup and Restore

✔️

不支持备份和恢复。

B2B Commerce deployed with Lightning Experience

✔️

不支持使用 Lightning Experience 的 B2B Commerce 。

Big objects

✔️

在阿里云上的Salesforce中可用,但仅供测试。

Client-side tools

✔️

使用 Data Loader、Salesforce DX 等客户端工具之前,需要您的管理员在组织中创建连接应用程序(Connected App),并将登录端点 endpoint 指向 login.sfcrmproducts.cn。

Commerce Cloud

✔️

不提供 Salesforce Commerce Cloud,也没有 Salesforce Checkout 和自助服务订单中心等功能。

Salesforce 和阿里云已发布了 Salesforce 社交电商(Salesforce Social Commerce),这是一款专为中国市场打造的Headless电商中台产品,能够管理和统一企业在Web网站、移动App及小程序等多种渠道的电商应用,以获得客户的360度视图,从而提高客户体验和促进业务增长。

CPQ

✔️

暂不提供 CPQ。

CRM Analytics

✔️

不提供 CRM Analytics。

Data Cloud

✔️

不提供 Data Cloud、Data.com Clean 和 Data.com Prospector。

Data Assessment

✔️

不提供公司推荐(Company Recommendation)。

不提供数据评估选项卡(Data assessment tab)。

不提供数据旅程公司匹配功能(Data journey company match)。

已禁用 Data.com Discovery。

Data Mask

✔️

Data Mask 在阿里云上的Salesforce Summer'24夏季版发布后可用。

Data.com (including "Jigsaw")

✔️

Data.com 不可用。Data.com 字段,例如 DunsNumber、Jigsaw、NaicsCode、NaicsDesc、Tradestyle 等均不存在。

Document Generation

✔️

不提供Omnistudio的文档生成功能(Document Generation)。

Duplicate Management

✔️

不提供重复规则(Duplicate rules)和匹配规则(Match rules)功能。

可选用由ISV产商提供的相关产品和方案。

Einstein.ai

✔️

基于 Cloud to Cloud 的 Einstein.ai Data Access 已禁用。

Einstein Activity Capture

✔️

不提供与 Outlook 和 Gmail 的集成。

Einstein Bots

✔️

不提供 Einstein Bots。

Einstein Case Classification

✔️

不提供案例(Case)分类功能。

Einstein EP API

✔️

Einstein 元数据模型已禁用。

Einstein 元数据访问已禁用。

Einstein Prediction Builder

✔️

不提供 Prediction Builder 和相关功能。

Einstein Search

✔️

不提供AI搜索功能。

Einstein SmartAgent Suggested Article

✔️

不提供Einstein文章推荐。

Einstein答案已禁用。

Einstein答案片段已禁用。

Einstein SmartAgent Suggested Response

✔️

不提供Einstein回复建议。

Email

✔️

不提供电子邮件中继(Email Relay)、Gmail 集成和同步、Outlook 集成和同步、通过外部电子邮件服务发送、电子邮件日志、高级电子邮件安全性和测试送达功能。

Email Limits

✔️

每个组织每天最多可外发15000封邮件。账户激活和密码重置等邮件不计入该限额。您可以提交工单申请提高限额。

其中,外发邮件是从Salesforce Org内部发起、投递到Org外部邮箱的邮件。

Edition

✔️

不提供 Unlimited Edition 无限版、Enterprise Edition 企业版、Professional Edition 专业版的全球版本,但为本地市场专属提供 CN Unlimited Edition 无限版和 CN Enterprise Edition 企业版。

Event Monitoring

✔️

事件监控(Event Monitoring)在阿里云上的Salesforce中可用。

Experience Cloud

✔️

体验云(Experience Cloud)必须在客户自定义域名下运行。

不提供外出消息(Out-of-office messages)。

Trailhead 徽章卡已禁用。

不支持 CMS。

帖子不能按情绪分类。

不支持在内容详细信息页面上的富文本编辑器中使用视频。

站点地图生成已禁用。

默认的社区云体验云 CDN 已禁用;客户可使用自己的 CDN 服务,比如阿里云 CDN 服务

Field Service

✔️

暂不提供现场服务功能(Field service)。

Flow Builder

✔️

暂不提供 Cloud Flow Designer。

Flow orchestration

✔️

流程编排在阿里云上的Salesforce中可用。

但设计器中无法使用来自AppExchange的编排和流程模板。

Geocodes

✔️

暂不提供地理编码。

Google Apps

✔️

不提供谷歌应用程序。

不提供Gmail 连接器。

Help Links

✔️

产品内置的帮助文档链接至全球 Salesforce 帮助和培训,但未针对阿里云上的Salesforce 进行修订。

In-App Guidance

✔️

Lightning 中的用户反馈不可用。

Intelligent Swarming

✔️

不提供 Slack、智能集群或服务集群。

Lightning Bridge

✔️

在 Canvas App Previewer 中,不提供 Heroku 快速启动按钮。

Lightning Console

✔️

不提供控制台中的调试视图。

Lightning Object Creator

✔️

不提供Lightning 对象创建器。

Lightning Platform Partnerships

✔️

不提供 Google Sheets、Skype for Salesforce 和 Cisco Spark。

Lightning Sync

✔️

不提供 Lightning Sync。

Maps and Location Services

✔️

暂不提供地图和定位服务。

Marketing Cloud Account Engagement

✔️

不提供账号参与功能(Account Engagement)。

Microsoft Teams Integration

✔️

不提供与Microsoft Teams 的集成。

Salesforce Mobile App

✔️

阿里云上的Salesforce Mobile App iOS应用将在近期推出。

届时,AI、推送通知、离线功能、自定义品牌、移动加强、移动发布等功能将不支持。

Mobile Push

✔️

暂不提供移动推送。

Omnichannel

✔️

不提供全渠道路由和监管。

Omnistudio

✔️

OmniStudio 在阿里以上的Salesforce中不可用。

Platform Encryption & Keys

✔️

不提供仅缓存键。

Platform Functions

✔️

不提供平台功能。

Private Connect

✔️

不提供私有连接。

Pub/sub API

✔️

不提供发布/订阅 API 。

Public link

✔️

不支持通过公共链接共享内容和文件。

Quip

✔️

不提供 Files Connect(包括 Quip)。

不提供Isotope (Engage)。

Sales Cloud Einstein

✔️

不提供 Sales Cloud Einstein。

Sales Cloud Leads

✔️

潜在客户开发集成受到限制(没有可用的公共潜在客户来源)。

Sales Dialer

✔️

不提供 Sales Dialer。

Salesforce Authenticator

✔️

不提供Salesforce Authenticator 应用。

支持 TOTP 多因子认证,但不支持推送通知消息。

Salesforce Classic

✔️

不支持Salesforce Classic。

Salesforce Connect

✔️

在阿里云上的Salesforce可用。

Salesforce Inbox

✔️

不提供Salesforce Inbox。

Scratch Orgs

✔️

开通启用 Scratch Org 需要提交工单。

且使用 Trialforce 模板创建 Scratch Org。

Self Service Discovery

✔️

不提供富链接预览渲染(Rich link preview rendering)。

Service Cloud Messaging

✔️

不提供实时消息传送。

Service Cloud - Social Customer Service

✔️

不提供Social Publisher 和 Social Objects。

Service Cloud - SOS

✔️

不提供Service Cloud - SOS。

Service Cloud - Web2Case, Web2Lead

✔️

不提供 Recaptcha 验证方式。

Shield

✔️

事件监控(Event Monitoring)在阿里云上的Salesforce已可用。

Shield 提供了平台加密(Platform Encryption)、字段审计追踪(Field Audit Trail)和事件监控,但Data Detect 托管包目前在阿里云上的 Salesforce 不可用。

Social Accounts, Contacts, and Leads

✔️

社交资料不可用。

Topic Influence Work for Knowledge

✔️

不提供主题事件跟踪(Topics event tracking)功能。

Trailhead

✔️

Trailhead 的授权和连接在阿里云上的 Salesforce Org 中不可用。基于中国的Org不能作为 Trailhead 的试验场,Trailhead 模块中的包通常不能部署到阿里云上的 Salesforce orgs中。

Background information

Our product goal is to align Salesforce on Alibaba Cloud with Salesforce elsewhere in the world, as compliance allows. However, a small number of feature differences exist because of technical or regulatory reasons.

Technical, regulatory, and other factors change over time. Therefore, this topic describes the product and feature differences at the current point in time and will be iteratively updated.

Salesforce on Alibaba Cloud offers three editions: CN Unlimited Edition (CN UE), CN Enterprise Edition (CN EE), and CN Developer Edition (CN DE). CN Unlimited Edition is widely used across various industries for business and production, covering the three core cloud modules of sales and service, along with their integration, thus providing enterprises with comprehensive customer relationship management tools. CN Enterprise Edition is tailored specifically for the Chinese market, offering more competitive pricing and features to meet the needs of complex businesses. CN Developer Edition provides a development and testing environment for ISV partners of Salesforce on Alibaba Cloud. These three editions share the same limits as Salesforce global versions (such as storage and API etc), some features that are restricted from transfer, or require cross-border connections are turned off by default. Some features are subject to our product roadmap and will be made available in future releases. Like Salesforce CRM in other global regions, Salesforce on Alibaba Cloud follows same 3 times per year major release schedule.

Salesforce Health Cloud is added in this Summer Release. This is the first time that Alibaba Cloud and Salesforce have jointly launched an industry cloud product in China. For more information, see Salesforce on Alibaba Cloud - Health Cloud.

Product and feature differences

Product or feature

Available but with differences

Unavailable now

Remarks

Adoption Assistance

✔️

The following features are unavailable because they rely on external third-party services:

Optimizer app

Access to the Transition Assistant

Lightning Experience Welcome Mat

Auth Providers

✔️

Predefined social network authentication providers, such as Apple, Facebook, and Janrain, are not supported.

Salesforce, OpenID Connect, and custom authentication providers are supported.

Backup and Restore

✔️

Backup and restoration are not supported.

B2B Commerce deployed with Lightning Experience

✔️

B2B Commerce deployed with Lightning Experience is not supported.

Big objects

✔️

It is available in Salesforce on Alibaba Cloud, but only for testing.

Client-side tools

✔️

Before you use client tools such as Data Loader and Salesforce DX, your administrator needs to create a connected app in your organization and point the logon endpoint to login.sfcrmproducts.cn.

Commerce Cloud

✔️

Salesforce Commerce Cloud is unavailable. Features such as Salesforce Checkout and self-service order center are also unavailable.

Salesforce Social Commercereleased by Salesforce and Alibaba Cloud is a headless e-commerce mid-end product specifically designed for the Chinese market. It helps enterprises manage and unify e-commerce channels including websites, mobile apps, and mini programs. It brings to brands 360º customer view to improve customer experience and drive brands' business growth.

CPQ

✔️

Configure, price, and quote (CPQ) is unavailable.

CRM Analytics

✔️

CRM Analytics is unavailable.

Data Cloud

✔️

Data Cloud, Data.com Clean, and Data.com Prospector are unavailable.

Data Assessment

✔️

Company Recommendation is unavailable.

No data assessment tab is available.

Data journey company match is unavailable.

Data.com Discovery is disabled.

Data Mask

✔️

Data Mask is available after the release of Salesforce on Alibaba Cloud Summer '24.

Data.com (including "Jigsaw")

✔️

Data.com is unavailable. Data.com fields, such as DunsNumber, Jigsaw, NaicsCode, NaiscDesc, and Tradestyle, do not exist.

Document Generation

✔️

OmniStudio document generation is unavailable.

Duplicate Blocking

✔️

Duplicate blocking is unavailable.

ISV products and applications are available for selection.

Einstein.ai

✔️

Cloud-to-cloud-based Einstein.ai Data Access is disabled.

Einstein Activity Capture

✔️

Integration with Outlook and Gmail is unavailable.

Einstein Bots

✔️

Einstein bots are unavailable.

Einstein Case Classification

✔️

Case classification is unavailable.

Einstein EP API

✔️

The Einstein metadata model is disabled.

Einstein metadata access is disabled.

Einstein Prediction Builder

✔️

Prediction Builder and related features are unavailable.

Einstein Search

✔️

AI search is unavailable.

Einstein SmartAgent Suggested Article

✔️

Einstein Article Recommendations is unavailable.

Einstein Search Answers is disabled.

Einstein answer clips are unavailable.

Einstein SmartAgent Suggested Response

✔️

Einstein Reply Recommendations is unavailable.

Email

✔️

Email relay, Gmail integration and synchronization, Outlook integration and synchronization, sending through external email services, email logs, advanced email security, and test delivery are unavailable.

Email Limits

✔️

Each organization can send a maximum of 15,000 emails per day. Emails such as account activation and password reset emails do not count toward this limit. You can submit a ticket to apply for a quota increase.

Outbound emails are emails that are initiated from within a Salesforce organization and delivered to mailboxes outside the organization.

Editions

✔️

Global editions such as EE, UE, and PE are unavailable, and only a local version is available.

Event Monitoring

✔️

Event monitoring is available in Salesforce on Alibaba Cloud.

Experience Cloud

✔️

Experience Cloud must run within a customer-defined domain name.

Out-of-office messages are unavailable.

Trailhead badge cards are disabled.

CMS is not supported.

Posts cannot be categorized by sentiment.

Videos are not supported in the rich text editor on the content details page.

Sitemap generation is disabled.

The default Community Cloud or Experience Cloud Content Delivery Network (CDN) is disabled. Customers can use their own CDN services, such as Alibaba Cloud CDN.

Field Service

✔️

The field service is unavailable.

Flow Builder

✔️

Cloud Flow Designer is unavailable.

Flow orchestration

✔️

Flow orchestration is available in Salesforce on Alibaba Cloud.

However, orchestration and flow templates from AppExchange cannot be used in the designer.

Geocodes

✔️

Geocoding is unavailable.

Google Apps

✔️

No Google app is available.

No Gmail connector is available.

Help Links

✔️

The product's built-in help documentation links to global Salesforce help and training, but is not revised for the CN edition.

In-App Guidance

✔️

User feedback in Lightning is unavailable.

Intelligent Swarming

✔️

Slack and intelligent clusters or service clusters are unavailable.

Lightning Bridge

✔️

In Canvas App Previewer, the Heroku quick startup button is unavailable.

Lightning Console

✔️

The debug view is unavailable in the console.

Lightning Object Creator

✔️

Lightning Object Creator is unavailable.

Lightning Platform Partnerships

✔️

Google Sheets, Skype for Salesforce, and Cisco Spark are unavailable.

Lightning Sync

✔️

Lightning Sync is unavailable.

Maps and Location Services

✔️

Maps and location services are unavailable.

Marketing Cloud Account Engagement

✔️

Account engagement is unavailable.

Microsoft Teams Integration

✔️

Integration with Microsoft Teams is unavailable.

Salesforce Mobile App

✔️

Salesforce on Alibaba Cloud mobile app for iOS will be launched in the near future.

At that time, features such as AI, notification push, offline features, brand customization, mobile enhancement, and mobile publishing will not be supported.

Mobile Push

✔️

Mobile Push is unavailable.

Omnichannel

✔️

Omnichannel routing and governance are unavailable.

Omnistudio

✔️

OmniStudio is unavailable in Salesforce on Alibaba Cloud.

Platform Encryption & Keys

✔️

No cache-only key is available.

Platform Functions

✔️

Platform features are unavailable.

Private Connect

✔️

Private Connect is unavailable.

Pub/sub API

✔️

The Pub/Sub API is unavailable.

Public link

✔️

Sharing content and files by using public links is not supported.

Quip

✔️

Files Connect (including Quip) is unavailable.

Isotope (Engage) is unavailable.

Sales Cloud Einstein

✔️

Sales Cloud Einstein is unavailable.

Sales Cloud Leads

✔️

Lead generation and integration are restricted. No public lead source is available.

Sales Dialer

✔️

Sales Dialer is unavailable.

Salesforce Authenticator

✔️

Salesforce Authenticator is unavailable.

Time-based one-time password (TOTP) multi-factor authentication is supported, but notification push is not supported.

Salesforce Classic

✔️

Salesforce Classic is not supported.

Salesforce Connect

✔️

It is available in Salesforce on Alibaba Cloud.

Salesforce Inbox

✔️

Salesforce Inbox is unavailable.

Scratch Orgs

✔️

To enable Scratch Org, you need to submit a ticket.

You need to use the Trialforce template for Scratch Org creation.

Self Service Discovery

✔️

Rich link preview rendering is unavailable.

Service Cloud Messaging

✔️

Real-time messaging is unavailable.

Service Cloud - Social Customer Service

✔️

Social Publisher and Social Objects are unavailable.

Service Cloud - SOS

✔️

Service Cloud - SOS is unavailable.

Service Cloud - Web2Case, Web2Lead

✔️

The reCAPTCHA verification method is unavailable.

Shield

✔️

Event monitoring is available in Salesforce on Alibaba Cloud.

Shield provides Platform Encryption, Field Audit Trail, and event monitoring. However, the managed Data Detect package is unavailable in Salesforce on Alibaba Cloud.

Social Accounts, Contacts, and Leads

✔️

Social profiles are unavailable.

Topic Influence Work for Knowledge

✔️

Topic event tracking is unavailable.

Trailhead

✔️

The authorization and connection of Trailhead are unavailable in the Salesforce organization on Alibaba Cloud. A China-based organization cannot be used as a testing ground for Trailhead. Generally, packages in the Trailhead module cannot be deployed to Salesforce organizations on Alibaba Cloud.