ROYCON ACADEMY
THE BLOG
In this video, we'll show you how to Deactivate Salesforce Users. In Salesforce, you cannot delete users outright, as other references to the user may exist throughout your org. Instead, you can remove users from your org by deactivating them - this way, you'll remove...
In this video, we'll show you how to give Salesforce Support Access to your Salesforce org. You may need to give Salesforce access when troubleshooting within your org. You can also grant support access to other providers you may have installed apps from. You can also...
In this video, we'll show you how to check the Salesforce Org ID. Your Salesforce Org ID is the identifier for your Salesforce instance, and you'll need it when you need to check the status of your Salesforce instance, or whenever you need to contact Salesforce...
Hey folks, In this blog, I will cover what is the Salesforce Composite Rest API, How we can use the Composite Rest API, and what the benefits are of Composite Rest API. What is Rest API? A Rest API stands for RESTful API. Rest API is a web interface. It allows us to...
In this video, we'll show you how to check the status of Salesforce and all of its services. For all details regarding the status of your Salesforce org as well as Salesforce services to maintenance windows, Salesforce has its own website to check site status. This...
In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information. Today we’re showing you how to create a calendar on a...
In this video, we show you how to add an image to your email signature in Salesforce. This is useful when you want to add your company logo to your signature. You'll need to have the image you want to use uploaded to your Files in Salesforce in order to use it. We’ll...
In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be converted to an Opportunity, and how to begin the...
In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business. Salesforce has a Type field for both the Account...
In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary. Instead, using Opportunity Products will...