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
A recent client of mine achieved a new title: the worst configured Salesforce implementation I’ve ever seen.
Talk about things NOT to do:
This is was implemented by a previous vendor.… Read the rest
Over the past few weeks, I’ve received a number of emails from salesforce with the following text.
“We are writing to inform you that we have identified … what appears to be the re-use of OAuth tokens within your organization. This activity specifically involved an anonymizing proxy.”… Read the rest
Another day, another Salesforce quirk.
While coaching a client today, I noticed something that had not caught my attention before. When building a report and choosing a report type, Salesforce is inconsistent with the data model.
Sometimes a top-down approach is used.… Read the rest
Salesforce recently added a disturbing new feature. And the news is causing quite a splash.
By default, your org currently sends your customer data to Salesforce so they can train their AI models.
You can opt-out of this feature by navigating to Setup > Einstein > Opt Out of Customer Data Access, and toggling the checkbox to Off.… Read the rest
Salesforce recently renamed AppExchange to AgentExchange.
As I’ve previously predicted, the “Salesforce” will be probbaly renamed to “Agentforce”. This could be announced at Dreamforce this year.
Renaming AppExchange is the next logical step in rebranding the entire ecosystem.
While AppExchange had a strong brand, not everything on the site is for agents.… Read the rest
The big news from last week is from Marc Benioff. He claims Salesforce is now headless.
“Headless” means the back-end logic is completely separate from the front-end UI. This effectively means you can replace the UI with something other than Salesforce’s.… Read the rest
In the past several weeks, I’ve been asked to find trusted Salesforce individuals.
These are people with whom I’ve worked with before, or know me from these emails. They reach out and ask whether I know someone with a particular set of skills.… Read the rest
On May 11-12, True North Dreamin returns in Toronto.
As last year, I’ll be a sponsor and a speaker.
As a sponsor, we’ll promote Dryad Receipting for Salesforce. The app grew by 400% last year, and we hope to match that growth this year.… Read the rest
Every once in a while, your client will mention there’s a bug. Perhaps a field isn’t being populated correctly.
In these cases, follow these steps:
Regarding data issues, the step 6 actually has two parts
It’s important to complete these two steps in that order.… Read the rest
For nonprofits, Salesforce now offers a native tax receipting solution. It’s designed for Agentforce Nonprofit (aka Nonprofit Cloud), and it’s a welcomed feature.
But is it good enough?
My latest article from Salesforce Ben breaks this down.
Pros:
Cons:
Since you should never hardcode content in apex, here are some alternatives places to store it:
1. Custom Settings
The main and current location to store data. Custom Settings are like custom objects used by the system. You can create custom fields and access them from most places (like flow).… Read the rest
I’m working with a client who’s had a very difficult time updating their outgoing emails and SMS messages. And no wonder, the previous consultant set them up this way.
Emails used Visualforce pages, with tons of extra html and css syntax.… Read the rest
As you add more and more fields to a page layout, it’s important to consider structure and UX.
For example, it’s generally not a good idea to have 25 fields in a single section on the page, especially when there are 20 fields in the 1st column, and 5 fields in the 2nd.… Read the rest