Certify CRM Blog
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Certify CRM Blog is a collection of useful tools. tips and helpful advice for Salesforce Administrators. We provide affordable online Salesforce training courses for administrators, app builders and Salesforce consultants.
Certify CRM Blog
9M ago
Today we have released a brand new course – Salesforce Associate on our brand new learning platform at courses.certifycrm.com This 100% free and 100% online course will prepare you for the Salesforce Associate exam and is your entry point to a new Salesforce Career. Containing ..read more
Certify CRM Blog
10M ago
With the Summer ’23 release out, now is the right time to take a look at what new features we can start to utilize. Analytics (Reports & Dashboards) Widgets replace dashboard components for Salesforce Unlimited edition licences (hopefully the rest will get access in the ..read more
Certify CRM Blog
1y ago
If your resume reads like a list of duties then you need to fix it. Does this look familiar (a Customer Service Officer role) (taken from a real LinkedIn profile) What’s wrong with that? There is no problem being solved, no explanation of what they ..read more
Certify CRM Blog
1y ago
Say goodbye to manually entering or uploading exchange rates into Salesforce. Use a Flow HTTP Callout to update the rates automatically ..read more
Certify CRM Blog
1y ago
In the Salesforce Winter ’23 release is a new feature – HTTP Callout. This allows API calls to be configured and used from within flows, a true game changer for integrating external data into a flow and enriching Salesforce records. Note: This is a beta ..read more
Certify CRM Blog
1y ago
The enhanced formula builder with the syntax checking feature (in the Winter ’23 release) now enables you to check formulas you have created right in the formula builder instead of having to save the flow to find syntax errors. It’s a great new feature saving ..read more
Certify CRM Blog
1y ago
You can now build tests within a Salesforce flow to make sure you don’t break things in your Production environment. Turn manual debug runs into automated tests Test each scenario with a single click Visualize the results for each test path without regression risks ..read more
Certify CRM Blog
1y ago
When developing and testing your new flows, the best practice is to do this in a sandbox (eg a developer sandbox) where it is safe to make mistakes and break things. It’s not until they are all working and tested that you should consider moving ..read more
Certify CRM Blog
1y ago
In the first phase of your Flow Transition project, you need to Plan, Commit and develop a Training Plan ..read more