ROYCON ACADEMY
THE BLOG
In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business. Salesforce has a Type field for both the Account...
How to Prepare for Salesforce Release Management Preparing for a new software release can oftentimes be a time-consuming and even daunting task, especially if an organization is unprepared, but it can also be very exciting! Software releases generally mean new and...
In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary. Instead, using Opportunity Products will...
Salesforce Field Service is a great way to take your business from pen and paper to digitally empowered service When you hear “Salesforce” what comes to mind? Sales teams leveraging all the awesome capabilities of Sales Cloud to manage client relationships, stay on...
In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator)....
Commercient wants businesses to grow more efficiently and seamlessly. By offering our SYNC data platform, data between your ERP and CRM are integrated, helping to give our clients a complete picture of sales, customers, and marketing. SYNC is a pre-built package that...
In this video, we'll show you how Salesforce Contractors, Freelancers, and Consultants can use Asana in conjunction with their Salesforce org. Using Global Actions and a Lightning Web Component, you can link Asana forms straight from Salesforce. Streamlining this...
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the shift to more and more employees working from home...
In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either don't have access to the Salesforce API or for those...
Salesforce recently completed its acquisition of Slack, a messaging app for businesses that helps colleagues stay connected. With the new acquisition brings several integrations available for Salesforce and Slack. Today, we’ll be going through some of the ways that...