SoliCRM covers the everyday sales and service loop — accounts, contacts, leads, deals, cases and activities — on a codebase you own. Salesforce is a platform with a decade of configuration depth. Here is where each one stands, capability by capability, and which Soli built-in would close each gap.
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Accounts | Companies with hierarchy, address, industry, rating | Included | Accounts with type, industry, rating, revenue, address and related lists |
| Contacts | People linked to accounts, with roles | Included | Contacts linked to an account; contact roles not modelled |
| Leads & conversion | Lead statuses, conversion to account + contact + opportunity | Included | Status path and one-click conversion, reusing an existing account if it matches |
| Opportunities | Stages with probability, amount, close date, forecast category | Included | Eight-stage sales process; probability follows the stage |
| Products & price books | Line items per opportunity, multiple price books | Included | Product catalog, multiple price books with per-product prices, line items with discounts |
| Quotes, orders & contracts | Quote PDFs, orders, contract lifecycle | Included | Branded quote, order and contract PDFs (Markdown terms, signature blocks), editable draft orders, contracts with automatic renewal opportunities |
| Billing & invoicing | Salesforce Billing: invoices, payments | Included | Invoices from orders with yearly numbering, tax, due dates, overdue tracking and payment recording; Factur-X PDFs (PDF/A-3b with EN 16931 CII, SIREN/SIRET) with company details and a payment QR code |
| Campaigns | Campaign members, ROI, influence | Included | Lead and contact members, responses, campaign source on deals, pipeline, won amount, ROI |
| Forecasting | Collaborative forecasts by period, quotas, adjustments | Included | Per-seller quarter: quota, closed, commit, best case, pipeline, attainment. No adjustments |
| Territories | Territory models and assignment rules | Included | Nested country territories with owners; accounts and open pipeline roll up the tree; imports and Run assignment route accounts to the most specific owner |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Path | Guided stage bar with key fields and guidance | Included | Clickable path on leads, opportunities and cases; no per-stage guidance |
| Kanban | Drag records between stages | Included | Opportunity board with per-stage totals, drag and drop |
| List views | User-defined filters, columns, sharing, inline edit | Included | Built-in views plus field filters (custom fields too) saved as personal list views |
| Activities | Tasks, events, calls, emails on a timeline; calendar | Included | Timeline of tasks, calls, emails, meetings on every record, plus a month calendar |
| Global search | Search across all objects with recent items | Included | One box across accounts, contacts, leads, opportunities and cases |
| Home & dashboards | Drag-and-drop dashboards over any report | Included | Sales dashboard plus saved reports pinned to Home as charts; no drag-and-drop layout |
| Reports | Report builder: grouping, summaries, charts, schedules | Included | Builder over six objects: group and sub-group (matrix), count/sum, charts, CSV, daily/weekly email |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Cases | Case management with queues and assignment rules | Included | Queues, admin-defined assignment rules, status path, SLA badge, web-to-case form |
| Email-to-case | Inbound email creates and threads cases | Included | IMAP polling job turns mail into cases; [Case n] replies thread on the case and reopen it |
| Knowledge base | Articles, versions, channels | Included | Markdown articles with drafts, versions, categories, views; suggested on matching cases |
| Entitlements & SLAs | Milestones, timers, escalations | Included | First-response and resolution milestones by priority, at-risk badges, escalation job |
| Omni-channel & chat | Routing work to agents in real time | Included | Agent presence and capacity, routing to the least-loaded agent, live web chat, service console |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Custom fields & objects | Point-and-click in Setup | Included | Point-and-click custom fields (5 types) and custom objects with records, fields and rules |
| Validation rules | Formula-based rules in Setup | Included | Point-and-click rules (when X is Y, Z is required) on forms, path clicks and the API |
| Flows & process automation | Flow Builder, record-triggered flows | Included | Record-triggered flows built step by step in Setup: entry conditions (all/any), tasks, field updates, emails, push, scheduled waits and a run history; no screen flows or drag-and-drop canvas |
| Approval processes | Multi-step approvals | Included | Discount approvals: one step over 20%, manager then admin over 40%; quoting and Closed Won wait |
| Page layouts & App Builder | Drag-and-drop record pages per profile | Included | Drag-and-drop layout builder per object and profile (admins, members): order, hide, section headings, live preview; admin-only fields |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Sign-in | SSO, MFA, login policies | Included | Password with lockout and reset, TOTP two-factor, SSO through any OpenID Connect or SAML 2.0 identity provider (per email domain, optional just-in-time accounts, enforceable) |
| Two-factor authentication | MFA required for all users | Included | TOTP authenticator apps, encrypted secrets, replay protection, second login step |
| Single sign-on | SAML / OpenID Connect | Included | Google and Microsoft OpenID Connect with PKCE; turned on by setting the client IDs |
| Roles & sharing | Role hierarchy, sharing rules, profiles, permission sets | Included | Role hierarchy (managers see their team), per-object sharing: public, read-only or private |
| Field-level security & audit | Per-field access, field history, setup audit trail | Partial | Admin-only custom fields enforced on pages, forms, filters, API; tamper-evident field history |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| API | REST, SOAP, Bulk, Streaming APIs | Included | REST API (/api/v1) for five objects with personal tokens; OpenAPI reference under --dev |
| Mobile | Salesforce mobile app, offline | Partial | Installable web app (PWA): visited pages readable offline, push reminders for due tasks; no native app or offline editing |
| AI | Einstein / Agentforce: scoring, summaries, agents | Included | LLM follow-up drafts and case summaries (any OpenAI-compatible endpoint), lead scoring. No agents |
| Data import | Data Import Wizard, Data Loader | Included | CSV import for leads, contacts and accounts; loose header matching, per-line errors |
| Marketplace | AppExchange | Not yet | Soli packages and engines |
| Capability | Salesforce | SoliCRM | In SoliCRM / how to get there |
|---|---|---|---|
| Hosting | Multi-tenant SaaS on Salesforce's cloud | Included | Self-hosted: one Soli binary + SolidB, on your own server |
| Pricing model | Per user per month, by edition | Included | No per-seat licence: you pay for the server |
| Code & data ownership | Apex / LWC on the platform; data exported on request | Included | Plain Soli code in your repository; data in your own database |
| Time to change | Admin setup for config, a dev org + deploy for code | Included | Edit a file, the --dev server reloads |
Salesforce capabilities are described in general terms across its Sales and Service Cloud editions; availability varies by edition and add-on. SoliCRM statuses describe this codebase as it stands.