ROYCON ACADEMY
THE BLOG
Set up a Pardot Sandbox so you can test customizations in Pardot, before taking them into production. You’ll reduce the risk of breaking your current business operations, by leveraging a test environment. What is a Pardot Sandbox? A Pardot Sandbox is a Pardot business...
When working with data in Salesforce, it’s crucial to know when to use the right tools. When it comes to working with data, Salesforce provides two tools: the Data Import Wizard, and Data Loader. Knowing when to use each tool is imperative to working with large...
The Winter ’22 Salesforce Releases feature a plethora of features across each of Salesforce’s products. Today, I’ll share some of my favorite development features coming along with the Winter ’22 Release. Lightning Components There are many updates coming with...
In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information. Today we’re showing you how to create a calendar on a...
In this video, we show you how to add an image to your email signature in Salesforce. This is useful when you want to add your company logo to your signature. You'll need to have the image you want to use uploaded to your Files in Salesforce in order to use it. We’ll...
In a post-pandemic world where marketers are expected to accelerate their digital initiatives, some with less of a budget, and fewer resources to meet targets, marketers are wondering how they are going to be successful with these new resource constraints. In a recent...
In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be converted to an Opportunity, and how to begin the...
Toggl Track, a time-tracking web application, recently launched a new integration with Salesforce this month. This new functionality will allow users to automate time tracking within Salesforce, keep that data synced with Toggl Track, and provide mappings to enforce...
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...