ROYCON ACADEMY
THE BLOG
In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you may also transfer ownership to a queue. Depending...
In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing between records. However, you may want to have less...
Integrations are a major demand for Salesforce line-of-business users. And in most cases, those integrations need to span across the entire org. This implementation can be challenging with the growing demand that outweighs the capacity of current IT and development...
In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks need to be tracked across objects. By using split...
Hey folks! In this blog post, I will cover how we can make REST API callouts from Lightning Web Components. What are Lightning Web Components (LWC)? Lightning Web Components are a new UI framework introduced by Salesforce to build lightning components. Lightning Web...
If you’ve landed here today, you’re likely aware of the two most prominent and popular Salesforce products - Sales Cloud and Service Cloud. But what is the difference between the two? Which one is the best fit for your business? Do you perhaps need both Sales AND...
In this video, we will show you how to customize your chatter profile. There are a few ways to navigate to your profile, check out this brief tutorial to learn how to customize your chatter profile in Salesforce. For more educational videos be sure to subscribe to our...
The pandemic has accelerated the need for businesses to embark on their digital transformation and find new ways to leverage technology to drive their business forward. With the rapid shift and need for quick innovation, we’re now seeing more and more IT teams become...
When you’re building out your sales process, one of the most important considerations is how you’ll track information on disqualified leads, so you can go back and understand why leads aren’t converting to opportunities, and look for potential opportunities to match...
As a product manager, there are a few things you can do to get feedback from marketing and sales in Salesforce in order to get feedback as to why your leads might not be the right fit and reasons why opportunities don't close. Daniel will walk you through the fields...