When I began my journey as a Salesforce administrator, I often wondered, “How can I tell which version of Salesforce I am using?” This knowledge is crucial for communicating with support or ensuring compatibility with extensions. In this article, we will provide the answer to this question.
To check which version of Salesforce you are using, you can follow these steps:
- Log in to your Salesforce account.
- Click on the gear icon in the top-right corner of the screen.
- From the dropdown menu, select “Setup”.
- From the dropdown menu, select “Company setting” then click “company Information” (you can also search for “Company Information” in the ‘Quick Find’ search box)
- On the “Company Information” page, you will see a field labeled “Organization Edition” which will show you the version of Salesforce you are currently using.
Note that there are several different editions of Salesforce, such as Group Edition, Professional Edition, Enterprise Edition, and Unlimited Edition. The version you have will depend on which edition your organization has subscribed to.
How important to tell which version of Salesforce you have?
Knowing the version of Salesforce that you are using is important for several reasons:
- Compatibility: Some third-party apps, plugins, or integrations may only work with certain versions of Salesforce. Knowing your version can help you determine if the application is compatible with your instance or not.
- Support: Salesforce support may ask you for your version number when you report a bug or an issue. Knowing your version can help expedite the resolution of your issue.
- Updates: Salesforce releases updates, features, and fixes on a regular basis. Knowing your version can help you stay up-to-date with the latest features and functionality.
- Planning: If you are planning a migration or upgrade to a new version of Salesforce, knowing your current version can help you determine the scope of the project and what steps need to be taken to ensure a successful migration.
How to determine the Release (API Version) of Your Salesforce Instance
To determine the release (API version) of your Salesforce instance, you can follow these steps:
- Log in to your Salesforce account.
- Click on the gear icon in the top-right corner of the screen.
- From the dropdown menu, select “Setup”.
- In the ‘Quick Find’ search box type, Apex Classes
- Click Apex Classes in the setup menu options
What Is a Salesforce Instance?
A Salesforce instance is a single, virtual environment that contains all the data and functionality of a Salesforce organization. Each Salesforce customer, or organization, has its own instance that is separate from other customers’ instances and is dedicated solely to that customer’s use.
In other words, a Salesforce instance is like a container that holds all the information and configuration specific to a particular Salesforce organization. This includes things like custom objects, data, workflows, dashboards, reports, and more.
Salesforce instances are typically accessed through a unique URL that is specific to that instance. For example, if your organization is named “MyFirm”, your Salesforce instance URL might look something like “https://myfirm.my.salesforce.com”.
There are different types of Salesforce instances, including production, sandbox, and developer instances, each with their own purpose and functionality. Production instances are used for live, production use, while sandbox and developer instances are used for testing and development purposes.
For more information, you can check also this Salesforce article
