Did you know on average approximately 7% of all emails end up in the spam folder? According to The 2020 Email Delivery Benchmark Study, only a little over 80% of all emails sent, actually reach the inbox. So while the email marketing channel yields one of the highest...
THE BLOG
How to Post Polls in Chatter
In today’s video, we’re going to show you how to post polls in Chatter. Using polls in Salesforce Chatter is a great way to collect information from teammates and get their input. As opposed to posting a question, you can control the type of feedback that you get. To...
Using Favorites in Salesforce
In this video, we show you how to use favorites in Salesforce. An often overlooked feature that can easily help you keep track of records that are high-touch and important. Like bookmarks in your browser, it allows you to conveniently access important records, lists,...
Inc. 5000 Ranks Roycon as One of the Fastest-Growing Private Companies in America
Inc. magazine selected Roycon as one of the fastest-growing private companies in America for 2022. Roycon earned the rank of number 2705 on the 2022 Inc. 5000 list of the fastest growing private companies in America. This achievement puts Roycon in a rarefied...
How to Setup Quick Actions in Salesforce
In today’s video, we’re going to show you how to setup Quick Actions in Salesforce. Quick Actions are things you’d like easy access to from the Salesforce mobile app. These actions can be customized from the Publisher so you can access the actions you use the most. To...
When You Should Use Bulk APIs in Salesforce
Salesforce provides a number of APIs, or Application Programming Interfaces, to integrate and work with data, each with their own use case. Today we’re going to look at Bulk API - a programmatic solution for working with large batches in Salesforce. But just how much...
How to Create Custom Buttons and Links in Salesforce
In today’s video, we’re going to show you how to create custom buttons and links in Salesforce. This customization is a great way to align your org with its business needs by making links, reports, data, and more easily accessible with one click. They can be used for...
Guidelines for Identifying your Salesforce Implementation Goals
So you’re thinking about implementing Salesforce in your business? We are SO excited for you! Salesforce is an incredible and beautiful tool, and the customization possibilities are virtually endless. As you daydream about everything that Salesforce can automate and...
How to Schedule Data Exports in Salesforce
In today’s video, we’re going to show you how to Schedule Data Exports in Salesforce. This is particularly useful if you’re looking to keep regular backup data from your org. You can do this every 29 days, but depending on your edition you may also have access to a...
Salesforce Genie: Everything You Need to Know
At Dreamforce ‘22, Salesforce introduced its latest product, Salesforce Genie - described as Salesforce as a “real-time platform for customer magic.” But what exactly does this product do, and how can it help your business? Let’s look at what this new product by...