ROYCON ACADEMY
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Organizational Change Management for Salesforce So you’ve selected an implementation partner, you’ve got your Salesforce licenses, you have your internal team that’s going to work in collaboration with your chose Salesforce partner, you’ve likely created your own...
Today we will be covering how to create a custom field and add it to a page layout. Navigate to Setup, Object Manager, Leads, Fields, and Relationships. Click on new in the upper right-hand corner, then select field type and click 'Next'. Enter the field label, if...
What are Salesforce Big Objects? Hey friends, we all know that objects in Salesforce are used to manage and manipulate our data. You’re probably pretty familiar with standard objects, custom objects, and external objects. But if you have to manage an enormous amount...
Salesforce CPQ: How to Resize Columns in QLE Today we will be covering a Salesforce CPQ topic. How to resize columns in QLE. This is a new feature from the Winter 2021 release. The default setting in CPQ does not allow column resizing. So, let's turn that on first. 1....
Post Salesforce Implementation - Considerations For an untold number of companies, going live with Salesforce is both an exciting as well as a terrifying time. If using a certified Salesforce partner, you most likely have the peace of mind knowing that the build...
Well hello, fellow data lover! Today we’re chatting a bit about the importance of data cleanliness and some best practices to establish in your business in order to keep it that way. We’ll also cover some great procedures to implement for Salesforce data cleanliness....
Salesforce Service Cloud Salesforce Service Cloud is a tool for your client-facing teams. These teams can support your customers in technical, business to business, business to consumer, or blended ways. The beauty of Service Cloud is that it can be extended to...
On the Record: Some Hype About Salesforce Record Types When taking the power and efficiency of the world’s leading CRM platform and customizing it to the specific needs and unique characteristics of your business, one of the most powerful features available to you is...
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to buy this...
How to use Salesforce for Project Management tasks Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your...