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Salesforce Essentials to Pro Suite Migration: Upgrade Benefits and Process

Data pubblicazione: Feb 13, 2026
Descrizione

Why Essentials is Retiring

Salesforce is retiring the Essentials edition in late 2026 to help small business customers get the most value from our products. We are consolidating resources to deliver a superior, more scalable offering that grows with your business. By moving to Pro Suite, you gain access to a more modern, robust platform designed to support your company's future success.

What is Pro Suite?

Pro Suite is Salesforce's upgraded edition that provides advanced capabilities beyond the basics of Essentials. It is built on the full Salesforce platform, allowing you to streamline operations, deepen customer relationships, and scale as your business grows.

Key Benefits of Upgrading to Pro Suite

Upgrading from Essentials to Pro Suite unlocks several advanced capabilities:

Enhanced Customization & Automation

Tailor Salesforce to your specific business needs with custom objects, fields, and advanced automation tools like Flow to eliminate repetitive tasks.

Advanced Sales & Service Features

Access sales forecasting, quoting, and omni-channel support routing to close deals faster and resolve customer cases more efficiently.

Integrated Marketing and Commerce Apps

Use email campaigns and direct payment links for a seamless buying experience.

Scalability

Pro Suite is built on the full Salesforce platform, allowing you to easily scale and add more advanced features or integrations as your business grows without needing to migrate again.

AI-Powered Insights

Leverage Einstein capabilities to gain deeper insights into your data, predict trends, and make smarter decisions.

AppExchange Access

Extend the power of your Customer Relationship Management (CRM) system with access to thousands of pre-built apps and integrations available on the Salesforce AppExchange.

Pricing Protection

We are committed to honoring your current pricing. You will upgrade to the Pro Suite edition and keep your existing Essentials pricing for as long as you continue your Salesforce subscription. This ensures you get all the new value and features of Pro Suite without increased costs.

Risoluzione

Migration Process Overview

The migration process from Salesforce Essentials to Pro Suite is designed to be seamless and automated. Salesforce handles the technical upgrade while preserving all your data and customizations, including reports. You will be guided through a simple consent flow within the product.

Step-by-Step Migration Instructions

Step 1: In-App Notification

You will see a prompt within your Essentials org asking you to review the migration details and Pro Suite upgrade information.

Step 2: Review & Consent

Clicking the notification opens the Pro Suite setting modal. Review the terms and provide your consent to upgrade to Pro Suite.

Step 3: Automated Upgrade

Once consent is provided, Salesforce handles the technical migration in the background, ensuring no disruption to your business data or operations. The migration can take up to 7 calendar days.

Migration Timeline

Customers will be presented with an in-app Pro Suite consent modal in a phased approach:

Early Access (Starting March 2026)

Early adopters and customers who wish to upgrade sooner can request access beginning in March 2026.

General Availability (June-July 2026)

The consent modal will roll out to all remaining Salesforce Essentials organizations between June and July 2026.

End of Support (August 18, 2026)

Please ensure you have completed your migration before August 18, 2026, the retirement date for Salesforce Essentials, to avoid any interruption in service.

What Data is Preserved During Migration?

All your existing data, customizations, reports, and configurations are preserved during the automated migration process. There is no data loss or downtime during the upgrade.

Risorse aggiuntive

Salesforce Pro Suite Migration Guide

Numero articolo Knowledge

005314208

 
Caricamento
Salesforce Help | Article