All About…Salesforce: May 2023

Spring is in full swing here. We’ve had some chilly nights and a late frost, but the vegetable garden is almost planted. “Winter Jordan” ordered a tremendous amount of native plants to create a new garden, and the baby is enjoying his new swing on our apple tree. The Summer ‘23 Release is also underway, with access granted based on the org on May 19, June 2, and June 9. In this month’s email, I’ll highlight some new features in this release, discuss our new Classy/Salesforce Quick Start offering, share a couple of Fíonta blogs, and highlight our presence at five conferences.

Yours in sunscreen,

UPDATES: Permission Updates

The Summer ‘23 Release has some fantastic new features that are now generally available. Salesforce has announced that the end-of-life (EOL) of Permissions on Profiles will be in the Spring ‘26 release. True to their word, they’ve been releasing new features to support that push. In this release, Salesforce is rolling out the ability to set field-level security on Permission Sets instead of Profiles. This feature has been in beta testing and is now generally available (GA). For our consultants, we will wholly lean into using Permission Sets and Permission Set Groups to handle permissions while retaining more limited assignments at the profile level.

BLOG: Five Reasons Nonprofits and Associations Need a Managed Services Partner

We are pleased to announce that we have evolved our managed services offerings into a separate practice called Accent. Using our deep expertise in managed services, we’ve designed multiple plans to fit the needs of our nonprofit and association clients. Accent helps clients maximize the potential of their technology investment with a comprehensive strategic managed services offering.

And why do organizations need a managed services partner? This blog walks you through five compelling reasons to add managed services to your technology budget.


Fíonta and Classy are natural partners and seek to empower nonprofits by streamlining operations, optimizing donor management, and driving successful campaigns. If your organization is considering Classy, you’ll want to know about our fundraising accelerator.

With this quick and easy implementation service, you’ll receive a tailored setup, expert guidance, and even shadowing sessions from a top-level expert highly proficient with both Salesforce and Classy. Learn more about services and cost by downloading this one-page PDF.

LEARN: TrailCast

For those of you who like to nerd out on learning more about the Salesforce platform, you’re probably familiar with Salesforce’s interactive LMS, Trailhead. It’s a great tool that introduces and reinforces learning concepts across the entire Salesforce toolset, from nonprofit-specific features and products to Slack to OmniStudio. The team at Trailhead has branched out into a new channel of learning, Trailcast. You can now listen to course material, providing a new level of accessibility to the great content you know and love. 

Note: Trailhead also has a mobile application, so you can learn directly from your mobile device.

RESOURCE: What are Enhanced Domains?

Have you noticed the persistent bar across the top of your Salesforce instance about Enhanced Domains and wondered, What the heck does that mean? My colleague Tiffany Blum recorded this helpful video which explains the what and why and will set you up for success. Of course, if you need any help, you can contact us for assistance.

TRIVIA: The Ten Biggest Salesforce Acquisitions

The news of giant acquisitions – like Slack and Tableau – make headlines across all forms of media. Can you guess the other top 8 acquisitions? Their staggering combined total cost was eighteen billion nine hundred seventy-nine million dollars! Salesforce Ben describes each acquisition and product use in this blog.

UPCOMING EVENTS: Summer of Learning

The Fíonta team is spending June along the east coast sponsoring, attending, and speaking at various conferences. Please find us at the events below, and let me know if you’ll be attending one!

World Tour NYC
New York City, NY
May 4

Classy Collaborative (Sponsor)
Philadelphia, PA 
June 7-8

UST Summer Symposium (Sponsor / Presenter)
The Ultimate Guide to Salesforce for Association Management: Implement, Enable, and Engage
Washington, DC
June 8, 2023

Dreamin’ in Color (Sponsor)
Raleigh, NC
June 14-16

Southeast Dreamin’ (Sponsor)
Atlanta, GA
June 29-30