Category: Salesforce

As you may know, I’m a big nerd, and love finding excuses to use my new buddy, Claude. So here’s a trend report for when Salesforce’s API versions will be retired.

Historically, every three years, Salesforce retires API versions in batches of ten:

• Jun 2022: 7 to 20
• Jun 2025: 21 to 30
• Jun 2028: 31 to 40

This means, if the trend continues, these will be retired going forward:

• Jun 2031: 41 to 50
• Jun 2034: 61 to 60

Plotted with the latest version, the chart looks like this:

The takeaway
Salesforce keeps about sliding window with 31 to 44 API versions available at any time.… Read the rest

You’ve probably seen Salesforce’s Product and Feature Retirement Newsletter that gets emailed every once in a while.

The item that catches my attention the most is when Salesforce retires platform API versions. For example, the most recent newsletter says API versions 31 to 40 will be deprecated in June, 2028.… Read the rest

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:

“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:

• Renaming Nonprofit Cloud (NPC) to Agentforce Nonprofit (AFNP) and back to NPC reduced trust
• Prices for NPC are steadily rising
• NPC is better suited for larger organizations, not small or medium ones
• Nonprofit Success Pack (NPSP) will eventually reach end-of-life

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

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

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

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

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

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

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