The CertifyCRM Blog

The Spring 25 Salesforce release is almost here. It brings hundreds of pages of release notes with many exciting new features. Here is a summary of the highlights we have identified for Admins, Consultants, Developers, and App Builders. Admin Features View All Fields A new setting available…

In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups.When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many differen…

With the latest Salesforce release (Salesforce Spring 25) approaching, you will get access to a wide range of exciting new features. There are hundreds of pages of release notes that detail these improvements. We dig through all of these to find the new features that will directly impact Salesforce …

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 for a Multi-Column List View Sort: You need to be on a Winter ’25 re…

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…