ROYCON ACADEMY
THE BLOG
When should you convert a lead? Were you aware you stumbled into one of Salesforce’s most controversial topics when you clicked on the link to this blog? The age-old question of ‘When should I convert a Lead into an Opportunity?’ is controversial because there are a...
In this video, we'll show you how to access the Recycle Bin in Salesforce. In order to do this, and depending on what data you're accessing in the Recycle Bin, you'll need certain permissions enabled first. We'll walk you through what you need to access the Recycle...
Einstein Behavior Scoring is an intuitive tool created to help your company effectively close more deals. This feature allows sales representatives to have a clear view of each prospect and their overall likelihood of purchasing what products or services your company...
In this video, we'll show you how to bypass login verification in Salesforce. If you or other users are consistently logging in from the same computer, you may want to bypass the step of login verification. This is something that can be done by updating the Login IP...
Although the possibilities of technology today are seemingly endless, everything has its limits. In particular, Salesforce runs on a multitenant system - in other words, multiple Salesforce client applications use the same server for its resources. In order to...
In this video, we'll show you how to check the Record Type ID of a Record Type in Salesforce. You'll need to have access to the Record Type ID whenever you are referencing a record type in changes you are making within your Salesforce Org. We will be locating the...
You may have heard about Pardot Snippets but just haven’t had the chance to start using them. We'll provide you with a quick overview of Pardot Snippets so you can get started using them. What are Pardot Snippets? Pardot Snippets are reusable pieces of content. They...
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...
Whether you’re new to Salesforce or just looking to clarify what exactly a specific term means in the Salesforce ecosystem, this Salesforce glossary will help you learn the lingo. Here are just a few of the most commonly used terms within the Salesforce platform, we...
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...