ROYCON ACADEMY
THE BLOG
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 a post-pandemic world where marketers are expected to accelerate their digital initiatives, some with less of a budget, and fewer resources to meet targets, marketers are wondering how they are going to be successful with these new resource constraints. In a recent...
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...
Toggl Track, a time-tracking web application, recently launched a new integration with Salesforce this month. This new functionality will allow users to automate time tracking within Salesforce, keep that data synced with Toggl Track, and provide mappings to enforce...
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...
How to Prepare for Salesforce Release Management Preparing for a new software release can oftentimes be a time-consuming and even daunting task, especially if an organization is unprepared, but it can also be very exciting! Software releases generally mean new and...
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...
Salesforce Field Service is a great way to take your business from pen and paper to digitally empowered service When you hear “Salesforce” what comes to mind? Sales teams leveraging all the awesome capabilities of Sales Cloud to manage client relationships, stay on...
In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator)....
Commercient wants businesses to grow more efficiently and seamlessly. By offering our SYNC data platform, data between your ERP and CRM are integrated, helping to give our clients a complete picture of sales, customers, and marketing. SYNC is a pre-built package that...