The CertifyCRM Blog

(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…

How can we Customize the Automation App? The Automation App is a new feature in Summer ’24. If you don’t like the way the new Automation App is configured, you can customize the automation app and make it do what you want. I was confused at first because it didn’t show many of my flows. I w…

When gearing up for the Salesforce admin exam, I discovered that practicing with various sets of questions was a game-changer. Different authors bring unique perspectives, emphasizing different aspects of the topics. By diversifying practice exams, you increase your chances of mastering all the mate…

Salesforce Document Management Best Practices for Medium to Large Businesses. (Paid Advertisement) Effective document management is crucial for both medium and large businesses, especially where data is your most valuable asset. Relying on your data to make decisions and optimize your efficien…

Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, al…

Focus on how to turn web traffic into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing users to simply enter and exit without prompting any action from their side then you are potentially missing out on some quality l…