Controlled Setting Edition: What’s Different or Unavailable in Controlled Setting Edition

Controlled Setting Edition: What’s Different or Unavailable in Controlled Setting Edition

Controlled Setting Edition and Controlled Setting products are versions of Salesforce applications that give customers enhanced control of data flows within Salesforce. The Controlled Setting Edition restricts the use of features that require connections outside of Salesforce. Because of this isolation restriction, some features are unavailable. Controlled Setting Products also restrict the use of features that require external connections or that are turned off by default.

Note
Note This document details the features that require outbound or external connections. Customers and their system administrators that choose to enable a feature turned off by default will need to verify if any external connection(s) become enabled prior to turning on that previously disabled feature as described below. As the Controlled Setting offerings evolve, the list of unavailable or disabled features might change. Check this document after each release for the most current information.

Unavailable or Disabled Products, Features, and Settings

Product, Feature, or Setting Available with Differences Not Available Notes
AI Platform
Agentforce   Checkmark icon indicating true Includes all agent related features and functionality
AI Platform (Einstein for Platform)   Checkmark icon indicating true AI platform and related products and features are not available.
Einstein 1 Editions   Checkmark icon indicating true  
Einstein Activity Capture   Checkmark icon indicating true Activity capture functionality is not available.
Einstein Bots   Checkmark icon indicating true  
Einstein Co-Pilot   Checkmark icon indicating true  
Einstein Next Best Action   Checkmark icon indicating true  
Einstein Prediction Builder   Checkmark icon indicating true Prediction Builder and related features are unavailable.
Einstein Prompt Builder   Checkmark icon indicating true  
Einstein Recommendation Builder   Checkmark icon indicating true Recommendation builder and related Article/Reply Recommendations are unavailable.
Generative AI   Checkmark icon indicating true All Generative AI capabilities including; Sales Emails, Call Summaries, Call Explorer, Service Replies and Knowledge-Grounded Emails, Conversation Summaries and Conversation Catch Up, Search Answers for Customers and Agents, and Knowledge Creation, are not available.
Analytics
CRM Analytics Checkmark icon indicating true   Recipes are not available in Government Cloud Premium.
Data Processing Engine Checkmark icon indicating true   Data Processing Engine is disabled in the CRMA runtime.
Tableau Cloud   Checkmark icon indicating true  
Tableau Next   Checkmark icon indicating true  
Commerce
Commerce Cloud   Checkmark icon indicating true B2B and B2C commerce cloud and associated products are not available.
Core Platform
Adoption Apps Checkmark icon indicating true   Salesforce1 banner in Salesforce Classic is unavailable.
Adoption Assistance Checkmark icon indicating true  

These features aren’t available because they rely on external resources:

  • Optimizer app
  • Access to the Transition Assistant
  • Lightning Experience Welcome Mat
Auth Providers Checkmark icon indicating true

Can’t create authentication providers.

Outbound connections for authentication aren’t allowed.

Experience Cloud (Communities) Checkmark icon indicating true Out of Office, Trailhead Badges, CMS Connect, Sentiment Analysis, Content Hub, Slack for Sales, Google Analytics for CMS, ReCaptcha
Salesforce Foundations   Checkmark icon indicating true  
Developer Services
CDN for Digital Experiences   Checkmark icon indicating true  
Developer Productivity   Checkmark icon indicating true  
Salesforce AppExchange Apps   Checkmark icon indicating true  
Salesforce Mobile App Plus   Checkmark icon indicating true  
Salesforce Private Connect   Checkmark icon indicating true  
Scratch Orgs Checkmark icon indicating true   Requires a support case to enable for Controlled Setting Edition orgs.
Scale Center and Test   Checkmark icon indicating true  
CodeBuilder   Checkmark icon indicating true  
DevOps Center Checkmark icon indicating true  
Industries
Document Generation   Checkmark icon indicating true  
Communications Cloud   Checkmark icon indicating true  
Consumer Goods Cloud   Checkmark icon indicating true  
Education Cloud   Checkmark icon indicating true  
Energy and Utility Cloud   Checkmark icon indicating true  
Financial Service Cloud   Checkmark icon indicating true  
Health Cloud for Life Sciences: Home Health   Checkmark icon indicating true  
Manufacturing and Automotive Cloud   Checkmark icon indicating true  
Media Cloud   Checkmark icon indicating true  
Nonprofit Cloud   Checkmark icon indicating true  
Revenue Intelligence   Checkmark icon indicating true  
Service Intelligence   Checkmark icon indicating true  
Marketing
Marketing Cloud   Checkmark icon indicating true ExactTarget and Marketing Cloud Growth & Advanced and related products are not available.
Platform Fundamentals
Email Checkmark icon indicating true   Compliance BCC Email, DKIM Keys, Gmail Integration and Sync, Outlook Integration and Sync, Send through External Email Services, and Test Deliverability are disabled.
Data Cloud Checkmark icon indicating true  
Help Links   Checkmark icon indicating true Embedded help links throughout the platform will not redirect to Salesforce Help.
Heroku   Checkmark icon indicating true  
Net Zero Cloud   Checkmark icon indicating true  
Sales
B2B Order Management   Checkmark icon indicating true  
Billing   Checkmark icon indicating true  
Salesforce Contracts Checkmark icon indicating true   Document generation capabilities are not available.
Contract Lifecycle Management   Checkmark icon indicating true  
CPQ   Checkmark icon indicating true  
Einstein Conversation Insights   Checkmark icon indicating true  
Einstein for Sales   Checkmark icon indicating true Einstein capabilities for Sales are not available. This includes following Einstein features; Lead Scoring, Opportunity Scoring, Automated Contacts, Recommended Connections, Forecasting, Email Insights, and Activity Metrics.
Enablement Checkmark icon indicating true   In-App Walkthroughs are available.
High Velocity Sales   Checkmark icon indicating true  
Lending   Checkmark icon indicating true  
LinkedIn Integration   Checkmark icon indicating true  
Loyalty Management   Checkmark icon indicating true  
Pipeline Inspections   Checkmark icon indicating true  
Revenue Cloud   Checkmark icon indicating true  
Revenue Lifecycle Management   Checkmark icon indicating true  
Sales Dialer   Checkmark icon indicating true  
Sales Engagement   Checkmark icon indicating true  
Sales Performance Management   Checkmark icon indicating true  
Sales Planning   Checkmark icon indicating true  
Salesforce Maps   Checkmark icon indicating true  
Salesforce Spiff   Checkmark icon indicating true  
Microsoft Teams Integration   Checkmark icon indicating true  
Salesforce Meetings   Checkmark icon indicating true  
Salesforce Guardian
Own Products   Checkmark icon indicating true  
Privacy Center Checkmark icon indicating true  
Salesforce Archive Checkmark icon indicating true  
Salesforce Authenticator   Checkmark icon indicating true  
Salesforce Backup   Checkmark icon indicating true  
Salesforce Data Mask   Checkmark icon indicating true  
Security Center   Checkmark icon indicating true  
Salesforce Shield Checkmark icon indicating true Data Detect and Threat Detection are not available.
Service      
Customer Experience Intelligence   Checkmark icon indicating true  
Digital Engagement   Checkmark icon indicating true Enhanced Chat, SMS, and WhatsApp are not available.
Einstein for Service Checkmark icon indicating true Einstein capabilities for Service are not available. This includes following Einstein features; Case Classification, Case Routing, Case Wrap-Up, Article Recommendations, and Reply Recommendations.
Field Service   Checkmark icon indicating true Field Service and related products are not available.
Salesforce Contact Center   Checkmark icon indicating true  
Service Cloud Voice Checkmark icon indicating true  
Slack      
Quip Checkmark icon indicating true  
Slack Checkmark icon indicating true This includes the Slack product and any CRM related integrations.