How to Check Your Salesforce Version

Understanding which version of Salesforce you are using is crucial for compatibility with various integrations, including VanillaSoft. This guide will walk you through the steps to identify your Salesforce version quickly and efficiently.

Steps to Check Your Salesforce Version

  1. Log in to Salesforce: Begin by logging into your Salesforce account. Ensure you have the necessary permissions to view system information.

  2. Navigate to Setup: Once logged in, locate and click on the gear icon in the upper right corner of the screen. From the dropdown menu, select "Setup."

  3. Search for Company Information: In the Setup menu, find the Quick Find search box on the left side of the screen. Type "Company Information" into the search box and select "Company Information" from the search results.

  4. View Salesforce Version: In the Company Information section, you will find a field labeled "Instance." The instance value typically indicates the version of Salesforce you are using. For example, if the instance value is "NA55," you are using a Salesforce instance in North America.

Understanding Your Salesforce Version

The instance information you find can tell you more about your Salesforce version. Typically, the first two characters indicate the geographical location (NA for North America, EU for Europe, etc.), and the following number signifies the specific server your organization is on. This information can help you determine the release cycle and any specific updates relevant to your version.

Knowing your Salesforce version is essential for managing integrations and staying updated with the latest features and maintenance schedules. By following the steps outlined above, you can easily determine your Salesforce version and ensure compatibility with VanillaSoft.

For a full list of Salesforce Integrations articles, please visit the Salesforce Integrations - Table of Contents.

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