The CertifyCRM Blog

Contract Management Best Practices

(Paid advertisement) 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, diverse client needs, and relentless …
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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 was not alone, many other flow users had the …
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Salesforce Admin Practice Exams

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…
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Salesforce Document Management Best Practices

(Sponsored Content) Salesforce Document Management Best Practices for Medium to Large Businesses 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 efficiency…
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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, along with Dynamic Forms will allow us to …
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Turn Web Traffic into Leads

(Paid Advertisement) Getting clicks on your website feels great, but how is that contributing to your long-term success? Focusing on turning those web visitors into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing …
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