ROYCON ACADEMY
THE BLOG
In today's video, we'll show you how to clone reports in Salesforce. Sometimes, you need to create reports that are only slightly different from a pre-existing report. Instead of creating a new report and re-applying all of the configurations, we can just clone it...
Creating Salesforce Reports for Increased End-User Adoption Continuing the theme of my recent blog posts around increasing end-user adoption, my most recent blog post was on Best Practices for Reports & Dashboards around end-user adoption. This blog included tips,...
In today's video, we'll show you how to monitor Storage Usage in Salesforce. It's important to keep track of where your storage is being used across your org, and whether you're approaching limits so that you can be proactive about resolving potential issues. With...
An Interview with Former Chief of staff at a SaaS company. I had the privilege of sitting down with a former chief of staff at a recently acquired software company. Due to the recent sale and the organization's privacy, he and the company shall remain anonymous. This...
In today's video, we're going to show you how to set up duplicate rules in Salesforce. Duplicate Rules help detect records that may contain the same information as a previously created record. This is a helpful tool to prevent duplicate data in your org and making...
When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...
In today's video, we're going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out of the box, but we can also create our own. To...
Salesforce Licenses Explained What are the different Salesforce licenses? We'll help you with a great overview of all Salesforce licenses. When it comes to Salesforce licenses, things can feel overwhelming. In order to help to make sense of it all, we’ve outlined the...
In today's video, we'll show you how to create Approval Processes in Salesforce. Approval Processes are automated for when a specific criteria is met,and determine what happens to the record in question is approved or rejected. Additionally, approval processes can be...
How to Create a Custom Path in Salesforce Today we will be covering how to create a custom path in Salesforce. To start, navigate to the Object field you want the path to be based off of. In our example that will be the Opportunity Stage field. Add or adjust the...