Winter’24 – Permission Set Summary (Beta)

In Winter’24 preview, there is a new feature that is in beta testing, that allows to consolidate and present an overall vision of all permissions present within a given Permission Set.

To access this summary, you should navigate in Setup, to the given permission set, and click on « View Summary (beta)« 

A complete summary of all included permissions, of this Permission Set, is then displayed, without needing to deep dive in the usual permission menu (that you could see in the grey section of the bottom of the previous screenshot).

The top section of the page displays :

  • A first block with the Permission Set summary information,
  • Information about all permission set groups, which include the Permission Set

The section below presents :

  • The System Permissions present within the enabled Permission Set (before you had to go to the System Permission sub menu, and scroll through the whole page with all System Permissions, to see which ones have been enabled),
  • The Object permissions
  • The Field permissions

Salesforce Summer’23 – API v21-30 retirement (Summer’25!) – Integration problem with Microsoft Power BI

For Summer’23 release upgrade, Salesforce have originally announced that they will stop supporting API (Soap, REST, Bulk) version from version 21.0 to 30.0.

Salesforce Platform API Versions 21.0 through 30.0 Retirement

Release Update announced for Summer’23

For information, as you can see in recent Summer’23 related communications, these versions will be retired but will continue to run technically until Salesforce Summer’25 release !

That extra-time gives every Salesforce teams 2 years to update all API usages to newest API versions, and concomitantly ensure in the meantime that the « oldest » API are not used anymore by applications or tools connected to Salesforce (to push data to Salesforce, or get data from Salesforce), in your clients IT landscapes (ETL/ESB, data visualization tools, Salesforce custom API requests from client websites or mobile applications…).

To prepare for the API retirement, for our clients, we may organize technical discovery sessions with application owner (of all the applications connected to Salesforce) to discover which API version is used by these applications / these usages… but you will need to investigate technically as well through all the applications connected to Salesforce.

To get all these usages, you may use a VS Code extension like SFDX-Hardis (and especially Detect Legacy API use function)

Extract of Apex version legacy usages – retrieves with Hardis SFDX extension

I wanted to highlight a special usage I identified about a very well-known (and used) data visualization application : Microsoft Power BI.

Microsoft Power BI connection to Salesforce uses default v29.0 version, when the vesion is not explicitly configured in the report source.

A PowerBI configuration file, without mention of Salesforce API Apex version

To be able to make PowerBI use the desired Salesforce APEX API version, Data or Business consultants have to mention the API version to use, directly in the connexion configuration (Salesforce Login URL could be replaced by the domain name URL of the concerned Salesforce instance)

Source = Salesforce.Data("", [ApiVersion=57.0])

Just be cautious about :

  • Always work with the version of your production environment

In Salesforce release preview periods, you may have preview sandboxes on version N+1, although your production and non-preview sandboxes are in version N. It would generate errors if a configured API connection, based on the sandboxes you are testing the reports with, are deployed in order to connect with the production instance. Always leverage on the API version of the production instance.

To read more about 

Salesforce Spring’23 – Data model – new Gender Data Fields

In Spring’23 release upgrade, Salesforce deployed new gender fields : Gender Identity & Pronouns.

This data model upgrade concerns Lead, Contact, and Person Account objects :

  • API names on Lead & Contacts : GenderIdentity & Pronouns
  • API names on Person Account : PersonGenderIdentity & PersonPronouns
Change modal to accompany clients to adoption of Gender Data

By the past, Salesforce had already implemented these fields in their Non-Profit Success Pack (NPSP). With Spring’23 release, it is now integrated in Salesforce core platform, beyond mere client referential, feeding all the clouds, especially marketing products.

New GenderIdentity standard field on Contact standard object – Picklist values
New Pronouns standard field on Contact standard object – Picklist values

Equality is a strong core value at Salesforce, one among the 5 core values on which Salesforce relies (Trust , Customer Success, Innovation, Equality, and the more recent Sustainability) and develop all its business.

As Salesforce mentions they wish to provide to their employees an ecosystem where they can feel themselves the way they are, it was natural for them to deploy in their products, for their customers, the same kind of attention, they provide to their employees.

Just be cautious about :

  • The fields are not yet available on unrefreshed Non-Preview Sandbox.

The fields had been deployed/delivered by Salesforce on production environments (with Spring’23 release upgrade, early February) and on preview sandboxes (early January). However, be aware that non-preview sandboxes had not been upgraded with these fields. So you may experiment some CI/CD issues or deployment errors, if you use automatic integration/deployment processes and tools, because they will identify a data model discrepancy, and they will not be able to deploy these standard fields. A sandbox refresh is still possible to update your non-preview sandboxes to match Spring’23 delivered data model, but it is still a laborious operation that needs to be planned and well organized among all teams / users / stakeholders.

  • These fields may not appear on your extractions. They may even generate errors !

As the fields came in with API v57.0, you will need to use this last v57.0 API version to access these fields. Otherwise Salesforce API will not let you access them.

Error when querying new gender fields in current « not v57.0 compliant » Salesforce Inspector / API

For example, Salesforce Inspector is still in version 1.14 aligned with Winter’23 release (v56.0) while a GitHub Pull Request has been created in Salesforce Inspector’s GitHub repository to ask the author to make the extension compliant with latest Salesforce API.

To read more about (publications et guides written by Salesforce)

QuickText issue when deploying to Salesforce instance

When deploying profiles to Salesforce, if you ever encounter « You can’t edit tab settings for QuickText, as it’s not a valid tab. », that probably comes from a configuration discrepancy between your Salesforce source and target instances.

« Quick Text »-related error, when deploying profile (here with Gearset solution)

This setting is already enabled in « Lightning version » setup page.

« Quick Text  » activation setting in your well-known setup page (User Interface > Quick Text Settings)

As Salesforce help mentions, only Classic instances, with chat enabled, have this setting automatically enabled. Otherwise, you will need to activate it manually, as done below.

So do not forget to switch to Classic, and to activate it too.

« Quick Text  » activation setting different from Lightning’s one

Once both settings are enabled, you can keep on deploying your Salesforce project ! Our QuickText issue will disappear as it appeared.

To read more on the subject :