The CRM Firm

"Formstack Partner 3, if I wanted to streamline my workflows and improve efficiency, how would you woo me?" Yesterday, our very own Chris Wojciak took to the stage, participating in a Partner panel at Formstack's revenue kickoff in Denver hosted by their very own Zak Pines. Chris did a remarkable job channeling his inner Dating Game contestant while tackling some insightful Partner questions: ? If you were a Formstack feature, which one would you be and why? ? What’s your idea of the perfect workflow date—fast and automated or flexible and customizable? ? If we were stranded in a sea of paperwork, how would you save me? We kid! The panel was incredibly insightful and thought provoking and it was a privilege for Chris to be on stage with fellow panelists of Ryan Hitchler of Centro and Nathan Giordano of HIKE2 for such a fantastic event. And now… who’s ready to meet their perfect match for workflow automation?

Listen, I’m not here to give you the hard sell. I’m just saying there’s this thing—The CRM Firm GameDay Gala in support of Love for Lily—and it’s happening. It’s going to be good. Maybe even great. And you? You should probably be there. No awkward small talk, no forced smiles, no corporate nonsense. Just the right people, the right atmosphere, and the kind of night that might just surprise you. Maybe you’ll make a connection, maybe you’ll just enjoy the games, the drinks, the sporty atmosphere, maybe—just maybe—you’ll walk away realizing it was exactly the kind of night you needed. Either way, standing around with analysis paralysis won’t help. Just show up. ? Thursday, April 24th ? 6:00pm – 10:00pm ? The Chateaux at Fox Meadows (Broomfield, CO) ? Dress like you meant to be here, but don’t try too hard So what’s it going to be? Stand on the sidelines, or get in the game? Your call. But if I were you, I’d show up. Information & RSVP: https://lnkd.in/gudMQHCR Event Partners: Point Solutions Group, LLC, RMMI - Digital Document Solutions, Plante Moran

Alright, team, we’ve got new gear in the Salesforce arsenal, and it’s time to level up your CRM operations! Here’s a few items The CRM Firm has marked to be locked, loaded, and prepped for deployment: ? Tactical Command & Control (User Management Enhancements) – Enhanced list views, streamlined permission set management, and instant field access. Mission-critical data is now faster and easier to command. ? Situational Awareness (Productivity Boosts) – Custom metadata usage tracking, real-time monitoring with Digital Wallet, and multi-column sorting for List Views. Stay sharp, move fast, and keep your ops running at peak efficiency. ? Rapid Deployment (Flow Builder Upgrades) – Faster debugging tools, version switching, and new keyboard shortcuts to streamline automation. Less downtime, more action. ? Specialized Equipment (Industry-Specific Tools) – Financial Services Cloud and Nonprofit Cloud get targeted enhancements for mission-ready automation and data-driven decision-making. ? Fortified Defenses (Security & Compliance) – Upgraded email sender verification, regional data handling, and LWC stacked modals. Your perimeter is reinforced—no breaches on our watch. This Salesforce intel is hot—time to gear up, deploy, and execute. If you want to see The CRM Firm’s full list of Spring ’25 Release notables, go to https://lnkd.in/ge8A9-pW. Now, who’s ready to take the mission forward? #Salesforce #Spring25 #CRMF #TheCRMFirm #ReleaseNotes

They said we were too small. They said we weren’t ready. But just like The Little Giants, that ragtag group of underdogs with big dreams, we’re ready to go the distance with The CRM Firm GameDay Gala 2025 in support of Love for Lily, April 24th, 2025! We’re audibling away from your traditional gala fare with The Annexation of Colorado—casual athletic attire representing your favorite team, tailgate fare and games, a silent auction and so much more! This isn’t just another night of networking—it’s your chance to dress down and huddle up with industry leaders, make an impact, and have an absolute blast while doing it. Think high-fives, hype, and maybe even some Coach Prime inspired high stepping. Want in? For more information or to RSVP for the GameDay Gala go to: https://lnkd.in/gudMQHCR. Interested in taking your participation to the next level, Sponsorship opportunities are available, and trust us, you don’t want to sit this one out. Stay tuned for more details and remember—enjoying the GameDay Gala is “80% mental and 40% physical.”

Step right up, folks, ‘cause The CRM Firm’s got HOT JOBS fresh off the press! If ya got the skills and the drive, we got the roles to set ya up for success! ? Strategic Sales Director – If ya got the chops to build relationships, drive revenue, and lead sales strategies like a true headliner, this gig’s got your name on it! ? Salesforce Financial Services Cloud Consultant – We’re talkin’ about guidin’ clients through the ins and outs of Salesforce FSC, helpin’ ‘em navigate the financial world with precision and expertise! ? Salesforce Architect – We need a mastermind to craft top-notch Salesforce solutions, designin’ scalable architectures that stand the test of time! The CRM Firm ain’t just any place to punch the clock—it’s where innovation and ingenuity meets action! So whaddaya say? Know someone who fits the bill? Or maybe it’s YOU we’re lookin’ for? Hit us up, spread the word, and let’s make some magic happen! www.thecrmfirm.com/careers #Hiring #Salesforce #SalesforceJobs #JobAlert #JoinOurTeam #TheCRMFirm #CRMFJobs

Step right up, folks, ‘cause The CRM Firm’s got HOT JOBS fresh off the press! If ya got the skills and the drive, we got the roles to set ya up for success! ? Strategic Sales Director – If ya got the chops to build relationships, drive revenue, and lead sales strategies like a true headliner, this gig’s got your name on it! ? Salesforce Financial Services Cloud Consultant – We’re talkin’ about guidin’ clients through the ins and outs of Salesforce FSC, helpin’ ‘em navigate the financial world with precision and expertise! ? Salesforce Architect – We need a mastermind to craft top-notch Salesforce solutions, designin’ scalable architectures that stand the test of time! The CRM Firm ain’t just any place to punch the clock—it’s where innovation and ingenuity meets action! So whaddaya say? Know someone who fits the bill? Or maybe it’s YOU we’re lookin’ for? Hit us up, spread the word, and let’s make some magic happen! https://lnkd.in/gKx6nzaE #Hiring #Salesforce #SalesforceJobs #JobAlert #JoinOurTeam #TheCRMFirm #CRMFJobs

As you can see Mr. Powers ... 16 Salesforce AI certifications are officially The CRM Firm’s (with more coming every week)! ONE MILLION DATA POINTS will now bow before our superior knowledge of artificial intelligence and automation! With these certifications, we can unlock predictive analytics, streamline workflows, and dare I say it ... CRM world domination! The future is AI, and we are ready to harness its power for innovation (and maybe just a tiny bit of mischief). #salesforceAI #salesforcecertifications #thecrmfirmsalesforce #salesforce

This is an emergency broadcast regarding Salesforce’s mandatory ICU Locale Format update. This critical change affects how your systems display dates and negative currency values – and it could disrupt your org’s functionality. Impact Alert 1: Custom processes involving date, time, number, or currency data – including integrations and triggered workflows – may fail or return inaccurate results! Impact Alert 2: If your org uses code with API versions below 45, it may cease to function correctly, even if you’re using a single locale like en_US! This applies to local code and installed packages, including: ? Apex Classes ? Apex Triggers ? Visualforce Pages ? Why is this happening? Salesforce is aligning with international standards to ensure interoperability and consistency across all instances. This box in Setup > User Interface > User Interface >?'Enable ICU locale formats as part of the scheduled rollout' is being auto-checked by Salesforce as part of the rolling rollout. Uncheck the box to defer the upgrade to Summer ’25, if your org is not ready. Unsure if your org is ready? Don’t wait! Reach out to The CRM Firm now to safeguard your systems and avoid disruptions. Together, we’ll ensure your Salesforce org is ready for this critical update. STAY SALESFORCE INFORMED, VIGILANT, AND UP-TO-DATE!

Did you know that Salesforce data backup is YOUR responsibility? Boom! Once you realize that and it’s time for you and your team to make a heck of a play! Data exports are NOT a reliable option, it’s like trying to run a touchdown with no playbook! There are a number of critical vulnerabilities: ? Potential unauthorized data access ? Time-consuming manual restoration ? No metadata preservation Recommended Solution? Automated backups, baby! Get these players in the game: ? Spanning ? OwnBackup ? Gearset ? Flosum Pro Tip: Protect your data, secure your business. You gotta stay in the game, folks! Need the deets? Catch Salesforce Ben’s video [https://lnkd.in/gRFwg-Yb] for a play-by-play breakdown! #Salesforce #DataProtection #CloudBackup #CRMF #TechSolutions

As we close the book on 2024, let’s remember: Success is a series of small wins, Growth is about overcoming challenges, and Innovation is all about finding new ways to keep learning. Wishing everyone a 2025 full of new opportunities, bold ideas, and an endless supply of coffee!