ROYCON ACADEMY
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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...
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...
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...
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...
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...
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 queues set up, users will also be able to easily...
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 evaluate as true or false. So if a user attempts to...
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 objects, fields, and relationships, while being...
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 not want your users working after hours. In any...