Salesforce Version Location

Find out which version of Salesforce you are on

Updated over a week ago

Navigate to your ‘Setup’ menu by clicking the highlighted icon below and selecting ‘Setup’. If you are on Salesforce Classic, you will click on your name in the upper right-hand corner and select ‘Setup’ from the dropdown.

From the Setup menu, use either the Quick Find search to locate ‘Company Information’ or click to expand ‘Company Settings’ and select ‘Company Information’.

Once in ‘Company Information’, your version type will be listed under the ‘Organization Edition’ header. Please note that PreciseFP currently integrates with Salesforce Enterprise, Salesforce Financial Services Cloud, Practifi (SPA), Practifi (NAYA), and XLR8.

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