ROYCON ACADEMY
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An Interview with Former Chief of staff at a SaaS company. I had the privilege of sitting down with a former chief of staff at a recently acquired software company. Due to the recent sale and the organization's privacy, he and the company shall remain anonymous. This...
When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...
Salesforce Licenses Explained What are the different Salesforce licenses? We'll help you with a great overview of all Salesforce licenses. When it comes to Salesforce licenses, things can feel overwhelming. In order to help to make sense of it all, we’ve outlined the...
No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And over 2/3 of deals fall through at the quoting stage....
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 learning more about the functionality afforded by...
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 Salesforce is the market share leader in IDC’s segments...
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...
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 authentication, to sign into their orgs. Orgs that have...
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 they're assigned to a user or taken by one of the...
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...