ROYCON ACADEMY
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In a time of consistent uncertainty and economic and global disruptions, it’s no wonder some companies are feeling a strain and are considering layoffs, cutting budgets, and ultimately seeing sales slow down. As a result, budgets that would have normally allowed for...
In today’s video, we’re going to show you how to add users in Salesforce. This is a core part of the admin role, but also a simple process. To add users in Salesforce, follow these steps: 1. Navigate to Setup. 2. In the Quick Find Box, type and select Users....
For most Salesforce owners, technology ownership is a painful journey of reducing costs and maximizing efficiencies. There’s also a struggle between having individuality or being forced to succeed under either the Financial or Product/Engineering organizations. For...
Innovative Salesforce application development requires different environments to work through the different stages of development. Along with maintaining your Production org, you should have development, testing, and training done in different environments. Software...
In this video, we’ll show you how to monitor storage usage in Salesforce. When maintaining and optimizing your Salesforce org, you may want easy access to information detailing what parts of your org are taking up the most storage. Luckily, we can easily access this...
What's the #1 Mistake of a Salesforce Implementation? According to Lila Logue, Regional Sales Manager at Roycon, it is hands down Data Governance. In a conversation with Lila, we’ll uncover some of the greatest challenges that arise as the result of poor data...
Where to Start Understanding the Business & Identifying ProcessesBack End Review Reviewing Technical Debt, Integrations, & Data Prioritize and Strategize So You Can Properly Complete Your AssessmentLet's Create an Actionable Plan and a System to Manage Ongoing...
Part IV: Creating an Actionable Plan & How to Manage your Ongoing Requests Whoa! You have done a lot with your inherited Salesforce org … but how do we get to the point that we are ready to action the change that you, your leadership, and your users have talked...
Part III: Prioritize & Strategize In the first two series, I covered how to get started and identify processes, as well as reviewing the back end of your existing org. You still have some more information to collect before planning to make changes to your org. In...
Part II: Back End Review: Reviewing Technical Debt | Integrations | Data Now that you have high-level information on your new company, it is time to dig under the hood of your Salesforce org. What is under the hood you ask? Well, I can’t tell you – that will be up to...