How to Create Queues in Salesforce
In today's video, we'll show you how to set up queues in Salesforce. Queues are typically used on the Lead and Case objects, and assign records automatically to users and teams that share the same workloads. By having...
Integrating Field Service Lightning with Square Payment Processing
Hello, and welcome to the Roycon Blog! Today we are going to be discussing how to leverage Field Service App Extensions to integrate with the popular payment processing application, Square. If you are interested in...
Salesforce is the #1 CRM: 5 Reasons Why
Last year Salesforce announced it was ranked the #1 CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker, for the eighth consecutive year. The study shows that...
How to Create Validation Rules in Salesforce
In today's video, we're going to show you how to create validation rules in Salesforce. Validation rules are an effective way of keeping your Salesforce data clean. With validation rules, the criteria written will...
How to Use Salesforce Schema Builder
In today's video, we'll show you how to use Salesforce Schema Builder. Schema Builder is an all-in-one Salesforce tool that allows you to view object and object relationships at-a-glance. It also allows you to create...
Salesforce MFA – What is it and why is it required?
As you might already know, on February 1st, 2022, the Salesforce MFA requirement went into effect. At this point in the timeline, Salesforce users are contractually required to start using MFA, or multi-factor...
How to Create Lead Queues in Salesforce for Lead Distribution
Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until...
How to Restrict Login Hours in Salesforce
In today's video, we'll show you how to restrict login hours in Salesforce. For security reasons, you might not want certain user profiles accessing yourSalesforce org outside of normal business hours. Or, you might...
Creating your first record-triggered flow with no experience
Creating Salesforce Flows Hello and welcome. The objective of this article is to provide those new to Salesforce Flows with instruction on how to build a record-triggered flow that automatically updates a record (the...