Tag Archives: CRM

How to Bypass Validation Rules in Salesforce Flow Using Custom Permissions

Validation Rules are one of Salesforce’s most powerful declarative features for maintaining data quality. They ensure that users enter complete and accurate information by preventing records from being saved when business rules are violated. However, not every update originates from a user. Modern Salesforce implementations rely heavily on Record-Triggered Flows, Scheduled Flows, Platform Events, and… Read More »

Tips to keep in mind while purchasing a CRM

Why do you need a CRM? CRM is any system or model used to manage a company’s interactions with its current or future clients or customers. This system is a piece of technology used to organize, automate and synchronize all of the customer facing areas within your company: from marketing to sales to customer service to… Read More »