As a continuation of yesterday’s email, a couple of my nonprofit clients recently ended their support contract. This opens up my availability to help others.
Here’s a testimonial from one of those clients:
… Read the rest“When our organization began evaluating whether Veevart was truly the right CRM for our needs, Alex was instrumental in helping us find clarity.
Times are tough these days for Salesforce nonprofit consultants.
Lots of nonprofits are buckling down for the fall season and don’t seem to as deep pockets anymore. Some are focusing on non-CRM activities. Others may consider leaving Salesforce altogether.
This is probably caused by one or more of the following factors:
Given this, consultants may start looking to widen their focus to maintain an income.… Read the rest
I’m currently helping a Salesforce partner officially become an Independent Software Vendor (ISV).
If you don’t already know, ISVs sell a product on the Salesforce AppExchange. This is in contrast with the other type of partner, System Integrators (SIs).
Sadly, becoming an official ISV is not an easy or straightforward process.… Read the rest
As a consultant, I work with multiple Salesforce orgs.
Some of them are mine, some are my clients. I use Bitwarden as a password manager to manage login credentials, including passkeys.
I never felt the need to track more details about these orgs.… Read the rest
During a mid-project meeting with a client today, we discussed some external processes. And it seemed like there was some confusion.
The initial scope seemed clear: Use a new form tool to capture contact information, send the results to Salesforce, and augment the platform to manage the new data.… Read the rest
At Dreamforce this year, Salesforce officially announced AIforce.
As with most announcements, it’s not completely clear what Airforce actually is. But from what I’ve gathered:
As consultants, we’ll see how we can leverage these capabilities.… Read the rest
If you haven’t heard yet, Agentforce Sales, formerly known as Sales Cloud, will be called Sales Cloud again.
The same applies to all other Agentforce variations. Here’s an article from The Next Web with more details.
Personally, I was never a big fan of the name Agentforce Nonprofit (AFNP).… Read the rest
Here are the upcoming login changes, coming to a Salesforce instance near you.
Starting June 2026, you’ll only need to enter your username. If you have a passkey enabled, then you’ll confirm the login from there. If you don’t, you’ll need to enter your password.… Read the rest
This doesn’t look like an official announcement just yet, but it seems like Salesforce is about to rename the editions.
Right now, there are
And then there are all the add-ons, of which there are too many to count.… Read the rest
A while back, I stopped using Google for general searches.
Google is still used for straightforward things, such as
However for most other things, I’ve been using AI. And as a Salesforce consultant, what matters are the responses.… Read the rest
If you’re a Salesforce solopreneur, you may ask yourself whether it’s worth building and maintaining your professional website. After all, you already have a LinkedIn profile and a Salesforce profile.
The short answer is: yes, it’s still useful.
Your own website allows you to
There are so many AI slop shops these days.… Read the rest
Salesforce and Anthropic (the creator of Claude AI) have just announced a partnership.
Dubbed Claudeforce, the plugin will allow Claude users to write emails, update records, and perform several other (non-mentioned) actions in Salesforce. Additional functionality is expected in the future.… Read the rest
According to a recent article, Salesforce partners are not financially benefiting from implementing Agentforce. The original report is behind a paywall, so it cannot be referenced directly.
11% of the agencies surveyed said they had not seen much immediate interest in Agentforce.… Read the rest
A few years ago, someone posted the following on LinkedIn, “I proposed to my girlfriend this weekend. Here’s what it taught me about B2B sales.”
He then listed a bunch of parallels between these two events. As you can imagine, the post was heavily mocked on social media.… Read the rest
Today I leave for Italy and will stay for about two weeks.
I’ve visited several times, but all previous trips were with a girl. This is the first time it’ll be with the boys. Should be fun and different.
Before leaving, I had to request vacation time from my boss.… Read the rest
Related to yesterday’s email, instead of simply disabling Lightning Login for your user, you can (and probably should) disable it for the entire org.
This is done by going to Setup > Session Settings and set “Allow Lightning Login” to False.… Read the rest
Here’s a fun, new issue with Salesforce.
When attempting to log in to a client’s org, I was presented with the following error: “Problem Verifying Your Identity. To log in, you need both a higher access level and an identity verification method.… Read the rest
Years ago, I read the book The 4 Hour Workweek by Tm Timothy Ferriss. The high-level goals are to optimize your lifestyle, outsource what can be done by someone else, and be more intentional with your time.
At the time, I saw it as an unreachable goal: something to strive towards, but never actually achieve.… Read the rest
Sometimes it feels like life gets weirder every year. And I don’t believe this trend will stop, or even slow down.
During my recent vacation, I’ve picked up a new daily practice. I’ve started to journal at least one positive experience every day.… Read the rest
Every once in a while, Salesforce requests feedback from the community. The results of the previous poll were published on March 11.
Interestingly, Salesforce requested another survey last week. This one was specific to AI and how the community views their approach to the topic.… Read the rest
For years, when looking at the field RecordTypeId on the object Opportunity, I was convinced you could only see the Id value.
That means if I want to create a formula field on Opportunity that depends on the record type, it would look something like this:
IF(RecordTypeId = "0128W000000JwR7QAK", "DON", "ORD")
Today I learned (thanks to Gemini), you can actually use this field as a lookup.… Read the rest
Yesterday’s announcement sets the new MFA requirements to start on July 6, 2026 for sandboxes and July 20, 2026 for production.
Here’s the full article on Salesforce.
This is a shorter delay than I expected, and that may be a good thing.… Read the rest
After hastily announcing rushed and severe new MFA requirements, Salesforce has now postponed its enforcement, indefinitely.
This probably shouldn’t come as a surprise. I’m sure there are thousands of large corporations that were unprepared for this significant change. And I’m sure they beat their drums until Salesforce listened.… Read the rest
In speaking with a nonprofit client today, they asked about all the options available for Salesforce’s upcoming MFA rules.
As you may know, nonprofits are notorious for sharing user logins. This is because they often have volunteers that use the same login one-at-a-time.… Read the rest
This weekend I escaped the city and visited some close friends in the countryside.
One of the many things I love about this couple is learning about things I don’t know about. Each time I visit, I walk away with new, and mostly tech, ideas.… Read the rest
As summer begins, I’ve decided to take a more relaxed approach to these emails.
Rather than committing to 4-5 emails per week, for the coming months, they may range anywhere between 1-5 per week.
Aside from spending more time outside, or being with friends and family, I feel a shift in the Salesforce ecosystem.… Read the rest
On July 24, 2026, Salesforce will rename 16 certifications.
On February 1, 2027, Salesforce will retire 24 certifications.
This means you’ll still keep those retired certs, but you won’t be able to obtain them if you haven’t already. They will continue to be listed on your Trailblazer profile, and they are still considered verified.… Read the rest
The uncanny valley is the uneasy feeling you get when you look at something that’s not quite human. That is, it almost looks human, but something is off.
If something isn’t meant to look human, then we quickly classify it as non-human.… Read the rest
An author for one of the newsletters I read was recently accused of using AI to write content. The author asked for readers’ opinions.
Here was my response:
… Read the restAs long as the content is useful, who really cares who wrote it?
I’ve been discussing the price for user licenses with a fellow reader.
The context is that smaller nonprofit organizations are finding it harder to justify the increasing prices for Salesforce’s Nonprofit Cloud.
This may not be well known, but before an organization signs a commercial, they are in a position of significant leverage.… Read the rest