The CertifyCRM Blog

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 …

(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 …

Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. …

Counting contacts is not so easy when you start digging into it. When you need to count the number of contacts on an Account record, it initially seems pretty simple. Just create a record triggered flow to run each time a new contact is created, have the flow loop thru and count how many contact rec…

Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Su…

(sponsored content) Establish End-to-End Business Processes with Salesforce Files Working with files is a common and crucial aspect of business operations. It’s important that documents are managed efficiently to enhance productivity and collaboration rather than hinder it. Manually handling d…