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
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
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
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
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
Here’s a followup to yesterday’s article about Salesforce MFA Requirements June 2026.
Implementation partners will also be hit hard, as it’s typical for multiple admin, devs, and consultants to all use the same user login to work.
Some people have called for Salesforce to provide free and temporary user licenses for these situations.… Read the rest
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
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
Yesterday and today were the True North Dreamin’ conference in Toronto, Ontario. While I didn’t ask how many attended, it felt larger and more organized compared to last year.
As the first official sponsor, we had first choice of booth location.… Read the rest
It’s no surprise that duplicate management in Salesforce is not awesome. This is especially true regarding reports.
Once your matching rules and duplicate rules are setup, you normally add the Potentially Duplicates component to the lightning page. This component flags you when it detects a potential duplicate.… Read the rest