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In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view, you can easily filter and find what you're...
High Velocity Sales is a Salesforce product that is designed to help digital sales teams thrive. In this blog post, I’ll be sharing with you an overview of High Velocity Sales, its core features, and how it can help drive efficiency and scalability across your org....
What you need to know about Einstein Chatbots If you’ve surfed the web in the past ten years, you’ve probably had the opportunity to start a conversation with the company whose site you’ve visited. Maybe you wanted to get a few questions answered before buying a new...
The Salesforce Platform App Builder Certification Exam can be a very challenging one. It's an exam designed for individuals who have experience designing and building applications efficiently on the Lightning platform. Those looking to pass the exam should be familiar...
In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across columns. We'll also show you how to customize your new...
Is Salesforce easy to learn? So you want to learn a new skill, eh? One glaring question that will inevitably pop up when tackling/learning a new skill will surely be...“How difficult will this be to learn?“ Well, ”difficulty“ is relative and may be hard to quantify...
In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you may also transfer ownership to a queue. Depending...
The Ultimate Salesforce Certification Resource Guide Choose Your Salesforce Path Are we missing something? Contact us at info@roycon-tech to add resources to the list.Subscribe for more Salesforce certification resource updates.Salesforce Administrators Salesforce...
In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing between records. However, you may want to have less...
Integrations are a major demand for Salesforce line-of-business users. And in most cases, those integrations need to span across the entire org. This implementation can be challenging with the growing demand that outweighs the capacity of current IT and development...