The CertifyCRM Blog

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…

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…