As a scaling private investigation firm, your early success was built on a solid foundation, but complex caseloads and field logistics quickly outgrow baseline capabilities. Upgrading to Salesforce Enterprise Edition unlocks the powerful automation and robust security features required to handle sensitive evidence and manage global operatives. This seamless transition ensures your firm operates with unrestricted scale and native integration power.
| Feature | Enterprise Edition | Professional / Pro Suite |
|---|---|---|
| Client Intake & Conflict Checking | ||
| Complex Onboarding Automation |
Unlimited Flows
Automate intricate conflict of interest checks and new client onboarding natively using Salesforce Flow. This powerful capability triggers multi-step approvals and assigns immediate tasks to lead investigators without manual intervention.
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Strict Flow Limits
Provides a reliable foundation but enforces strict limits on automated processes. Growing firms quickly hit these caps, requiring manual intervention for complex intake scenarios.
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| Background Database Integrations |
Unlocked API Access
Connect natively to essential skip-tracing and public record databases utilizing fully unlocked native REST/SOAP API access. This ensures investigators have seamless, robust intelligence populated directly inside Salesforce.
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No Native API
Built for core tracking, this edition lacks native API access out of the box. Teams typically rely on manual data entry or basic batch imports from external investigation tools.
|
| Case Logistics & Field Operations | ||
| Custom Evidence Tracking |
Robust Custom Objects
Manage intricate webs of physical evidence, vehicle logs, and suspect aliases using unlimited custom objects. Enterprise Edition seamlessly adapts to the unique data models required for complex corporate espionage or infidelity cases.
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Strict Object Limits
Provides a capped number of custom objects suitable for straightforward client tracking. When a firm expands into specialized investigations requiring diverse data tables, these limits are quickly outgrown.
|
| Secure Client Briefings |
Experience Cloud Ready
Deploy highly secure, branded case update hubs via Experience Cloud. Clients can natively view surveillance logs and download redacted reports within a robust, authenticated portal.
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Internal Access Only
Excellent for internal team collaboration but lacks native external portal capabilities. Firms must manage client updates through manual email attachments or third-party file sharing services.
|
| Dynamic Record Views |
Unlimited Record Types
Categorize different investigation types, from insurance fraud to executive protection, using unlimited Record Types. This powerful feature natively customizes page layouts to show investigators only the specific fields relevant to their mission.
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Maximum 3 Record Types
Offers a strict limit of three record types per object. As a firm diversifies its service offerings, investigators are forced to navigate cluttered page layouts containing irrelevant fields.
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| Evidence Security & Compliance | ||
| Granular Access Controls |
Advanced Security
Protect sensitive informant identities and classified evidence using robust, custom Profiles and Roles. Enterprise Edition natively ensures that compartmentalized case data is only visible to authorized case managers.
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Basic Permissions
Utilizes a standard, simplified security model with a maximum of two custom profiles. Growing agencies handling highly sensitive data often outgrow this foundational, broad-access approach.
|
| Automated Compliance Approvals |
Seamless Approvals
Ensure all surveillance requests meet legal compliance standards before execution using Salesforce Flow. This robust engine natively routes requests to legal counsel or senior partners for secure, multi-stage approvals.
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Manual Verification
Functions well for straightforward task assignments but lacks native advanced approval processes. Teams must manage legal compliance and evidence sign-offs via manual email threads.
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| Subcontractor & Resource Management | ||
| Freelance Operative Portals |
Seamless Collaboration
Onboard and manage external surveillance contractors securely via Experience Cloud. This robust solution natively allows subcontractors to log hours, upload field notes, and submit expenses directly into your core database.
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No External Portals
Operates strictly as an internal system for full-time employees. Expanding firms must rely on manual timesheet collection and secondary software to manage independent contractors.
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| Complex Territory Management |
Powerful Routing
Automatically assign cases to field operatives based on geographic regions and specialized skill sets using Salesforce Flow. This powerful automation natively optimizes deployment for urgent surveillance needs.
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Manual Assignment
Provides fundamental assignment rules that work well for small, localized teams. Regional expansion typically requires managers to manually review and assign cases based on investigator availability.
|
| Advanced Investigative Analytics |
Robust Custom Reporting
Uncover deep operational insights and track investigator utilization rates using native custom report types. Enterprise Edition powerfully combines multiple complex data relationships to forecast agency bandwidth.
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Standard Reporting
Delivers solid, foundational reports for standard operational metrics. Scaling firms attempting to cross-reference multiple custom data sets will eventually outgrow these basic reporting capabilities.
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