Get ready for login changes

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

Salesforce simplifies edition names

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

  • Starter Suite
  • Enterprise
  • Unlimited
  • Unlimited+

And then there are all the add-ons, of which there are too many to count.… Read the rest

When AI responses matter

A while back, I stopped using Google for general searches.

Google is still used for straightforward things, such as

  • “Salesforce datatable options”
  • “Population of Milan”
  • “100 Euro to CAD”

However for most other things, I’ve been using AI. And as a Salesforce consultant, what matters are the responses.… Read the rest

Is your professional website still worth it?

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

  • Attract potential clients
  • Provide more details about your services and products
  • Have “Buy Now” buttons, if you sell a product or productized service
  • Increase your SEO and AI search results
  • Show off your personality and brand

There are so many AI slop shops these days.… Read the rest

Hello Claudeforce

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

Can you make money from Agentforce?

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

How my marriage proposal taught me about B2B sales

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

Requesting a vacation

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

Problem verifying your identity – part 2

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

Problem verifying your identity

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

The 4 Hour Workweek

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

Noticing the positives

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

Opportunity.RecordTypeId

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

MFA: And… we’re back

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

New MFA requirements are postponed

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

Salesforce MFA flowchart

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

What you don’t know

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

My summer schedule

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

And just like that, they were gone

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

AI’s uncanny valley

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

This email was written by a human

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:

As long as the content is useful, who really cares who wrote it?

Read the rest

Negotiating user licenses

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

My issue with Agentforce

I’m still trying to grasp the benefits of Agentforce beyond using it in a call center. It seems that while there may be some edge cases, most use cases involve call deflection.

Undoubtedly, this will change over time, but at the moment (and for the foreseeable future), Agentforce is still a niche solution looking for a problem to solve.… Read the rest

Salesforce MFA Requirements June 2026

Lots of people are chatting about Salesforce’s recent announcement regarding the new phishing-resistant MFA enforcement.

Most people talk about why Salesforce is doing it, and the negative implications.

For example, nonprofits will be hit harder than most organizations, since it’s normal for volunteers to share logins (although they usually login only one at a time).… Read the rest

No more soap

You have seen an email from Salesforce that spoke about deprecating SOAP API logins in the Summer ’27 release.

This functionality allowed external systems to log in to SF using the SOAP API. Although not as popular as REST API (or other forms of authentication), SOAP is robust.… Read the rest

How to be extremely efficient

Being a Salesforce Consultant can be draining. Imagine working on multiple projects simultaneously and having to switch contexts multiple times a day.

I’ve discovered a life hack that allows me to keep efficiency strong throughout the entire day, and want to share it with you.… Read the rest

F*ck cancer – 2026 Edition

Note: This is my once-a-year personal campaign announcement.

Last year, my 89-year-old, super-active dad was diagnosed with stage 2 bladder cancer. Thanks to a quick response, he is now in full remission.

This year, I’m campaigning once again for the Canadian Cancer Society, and in his honor.… Read the rest

Your future-proof career in the age of AI

While at TND 2026, I attended various speaking sessions. One of my favorite was hosted by Pei Mun Lim. Pei is a titan in the Salesforce industry, and very well known in the UK and Europe.

Her talk was titled, “Architecting Your Future-Proof Career in the Age of AI”.… Read the rest