The CertifyCRM Blog

Configuring Salesforce Duplicate Rules

Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for custome…
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Apex or Flow?

Who cares if you are a rock star Salesforce Apex developer with 10 years punching out amazing code? Or an awesome Salesforce admin automating the world with flow? Your skillset doesn’t matter. Your preference doesn’t matter either. When we look at low-code or pro-code tools for Salesforce customi…
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Free Salesforce Flow Analyzer Tool

Free Salesforce Flow Analyzer Tool is a great FREE tool that you can use to help analyze and improve your Salesforce flows. It will scan your flows and find common errors that you need to review and fix. Install the Free Salesforce Flow Analyzer using this link from the App Exchange. Insta…
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Spring ’24 for End Users

There’s a lot written about the new features for each Salesforce release but in this article (Spring ’24 for End Users) I only focus on those features that will appeal to end users. Head over to KeyNode Solutions where I present all these gems. Our CoursesDaryl Moon is our instruc…
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Salesforce Page Layouts are Dead

Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesfor…
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OrgKit review

Orgkit Review – a new product that replaces and improves on an old favorite. Bulk Update Field and Object Security I’ve been a keen supporter of the free Power Profile Tools utility for several years. It was helpful when I needed to view or update the Field Level Security for many Salesfor…
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