Best Practices for Salesforce Admins
As a Salesforce Administrator, staying on top of everything that goes on in your org can be a daunting task, especially if you’re balancing other responsibilities. But careful planning and taking the right steps early...
How to Create Custom Metadata Types in Salesforce
In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend...
How to Identify Salesforce Power Users
Power users are those who use a product the most. They can assist in training, troubleshooting issues and increasing user adoption. But how can you identify Salesforce power users? IntroductionPower users can be...
Best Practices for Better Email Deliverability in Pardot
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...
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...
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...
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. ...
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...
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...