The CertifyCRM Blog

Understanding what your customers think and feel about your business is more important than ever when it comes to standing out in today’s competitive business landscape. Whether you are looking at launching a new product, tweaking your current offering, or just trying to stay ahead of the competitio…

A beta feature in the upcoming Winter ’25 release is the ability to perform a Multi-Column List View sort. This has been a long-awaited feature requested on the Idea Exchange for many years. There are some pre-requisites: You need to be on a Winter ’25 release You need to enable the fe…

About 8 years ago my right knee was giving me trouble, X-rays and CT scans indicated significant damage. I was a potential LEAD for an orthopedic surgeon. Unfortunately, I failed the lead qualifying process because I walked (not hobbled) into the surgeon’s office and was too young for a knee replace…

When a fault occurs in a Flow, we will use a fault path so our end user does not get this ugly system-generated error. If they do, it means as a flow builder, we have not done our job properly. The fault can occur for many reasons, we may be missing a required field, the record may not exi…

To stay ahead of the competition, understanding your customers wants, preferences, and needs helps you enhance services, improve satisfaction, and drive growth. The best way you can engage with your customers to gather this information is through surveys. Salesforce Surveys is a powerful tool for cr…

(Paid advertisement for Contract Management Best Practices) Contract Management in the Legal Industry The legal world is dynamic and involves many intricacies making effective contract management a cornerstone for success. Firms are always navigating a complex landscape of changing regulations…