Here’s our rundown of last week’s top stories. Want The Picklist delivered straight to your inbox? Sign up now!
Salesforce Summer ‘25 Release Data + Preview Information
The next Salesforce release is just around the corner, and with the preview information now available, there’s plenty of time to get stuck in and prepared before summer is fully here.
There are several agenda items to prepare for with each release, but at this point, there are only a couple of key things you need to know: 1) how to prepare your sandbox, and 2) when your instance will undergo the upgrade.
The release date for Summer ’25 will depend on your instance of Salesforce, but the main release weekends are on May 10, May 17, June 7, fand June 14, 2025.
Salesforce gives two windows for sandbox releases, depending on whether yours is a “Preview” or “Non-Preview” instance. Keep an eye out for details on sandbox previews, but it seems like most sandboxes will get the upgrade around May 10, 2025.
How to Create Records With Global Actions in Salesforce
Know what a Global Action is in Salesforce? Great! If you don’t, then you might need to get acquainted, and soon.
A Global Action in Salesforce is an action that a user can complete, launched from the Global Header in Salesforce. Global, in this case, is referring to the same thing – always available.
The little plus icon at the top of your org is where you will find them, and you can set up new events, tasks, contacts, leads, and more from here.
Global Actions in Salesforce enable users to swiftly create records without navigating away from their current screen, enhancing efficiency during tasks like sales calls. However, administrators should customize these actions to include necessary fields and predefined values to maintain data integrity and ensure users provide all required information.
Microsoft Leads the AI Agent Race With 400K Agents – What’s Next for Salesforce?
New updates on the rapid AI race have come in, and Microsoft might have just put themselves at the top.
Microsoft has recently announced that over 160,000 customers have claimed to have built around 400,000 agents.
Now, 400,000 might seem like a huge number, but it’s difficult to tell how functional these agents are. Even if there was a mere 1% success rate, you are still looking at 4,000 potential agents.
To put it into perspective, Salesforce claims to currently have 3,000 paying customers and 5,000 customers in total, 2,000 of which presumably get Agentforce on a freemium license through foundations. Assuming a conservative estimate of one agent per customer, that would put the number of live agents at approximately 3,000.
So, Microsoft may be on top for now, and even if they stay that way, this is still a notable affirmation of their potential in the market.
ServiceNow Acquired Logik.AI to Compete with Salesforce CPQ
It has recently been announced that Logik.AI, an AI-powered CPQ solution, has been acquired by ServiceNow.
Logik.AI is an AI-oriented Configure, Price, Quote (CPQ) solution that aims to help businesses drive performance and efficiency with AI-powered CPQ.
Their partnership with ServiceNow is critical to ServiceNow’s early advancements into the world of CRM; leading CRM tools like Salesforce offer numerous processes all on one platform, and with Logik.AI at the helm, ServiceNow is one step closer to the complete deal.
This acquisition is also interesting for numerous reasons. For one, it comes not long after ServiceNow officially entered the CRM space, and it also comes not long after it was announced that Salesforce CPQ would be going into End of Sale (EOS).
Pair that with the fact that Logik.AI has been a notable Salesforce partner for many years, and things definitely do start looking very competitive.
Object Level, Field Level, and Record Level Security in Apex
You may know how to control object, field, and record-level security using declarative mechanisms, but do you know how to do this in Apex?
Security in Salesforce Apex involves more than just declarative controls – developers must explicitly manage record-level security using sharing modes (“with sharing,” “without sharing,” and “inherited sharing”) and enforce object-level (OLS) and field-level security (FLS) through methods such as WITH USER_MODE, WITH SECURITY_ENFORCED, and the Security class.
While Apex defaults to system mode (bypassing many security checks), Salesforce provides flexible tools to tailor the security model, ensuring proper enforcement aligned to specific business scenarios. Knowing this is key for any developer!
