ROYCON ACADEMY
THE BLOG
Traditionally, record types drove all of our UI-related decisions in Salesforce. In Salesforce Classic, record types drove page layouts, which data was visible on the page, and many other decisions, including picklist values, processes, and more. But now, in the...
In today’s video, we’re going to show you how to update the Default Sharing Settings in Salesforce. By default, some object sharing settings are Controlled by Parent. However, you can easily change this. To update default sharing settings in Salesforce, follow these...
In today’s video, we’re going to show you how to monitor API usage in Salesforce. Knowing when your API usage is about to exceed its limit is crucial for your org’s operations, but luckily we can automate notifications for when we’re hitting those limits. To monitor...
When building and maintaining Salesforce applications, it’s crucial to ensure your org is scalable in order to reduce technical debt. Luckily, Salesforce Performance Assistant provides a hub of tools and information to keep your org running optimally. If you’re...
In today’s video, we’ll show you how to set a default Home page in Salesforce. Setting a default home page gives users access to the data and components that are most important to them when they open Salesforce. Unless there is a set default for another profile, all...
I interviewed Lila Logue, Director of Delivery at Roycon, to discuss how you can do more with less using Salesforce. Whether preparing for a new implementation or working with a current org, here’s how you can manage your resources effectively. How Does Salesforce...
In today’s video, we’ll show you how to Clone Apps in Salesforce. Cloning Apps is a Winter ’23 Beta feature that is useful when you need to create a new custom lightning app, but your configuration will be fairly similar to one you’ve already created. To start using...
Making a successful Salesforce implementation requires careful planning and execution. In this blog, I’ll share some key insights based on what I’ve learned over the years which can help you get the most out of your Salesforce implementation. My perspective is from...
In today’s video, we’ll show you how to set up Quick Text in Salesforce. Quick Text is a great way to automate messaging by setting pre-defined messages for different communication scenarios. To start using quick text in Salesforce, follow these steps: 1. Navigate to...