ROYCON ACADEMY
THE BLOG
In today’s video, we’re going to show you how to post polls in Chatter. Using polls in Salesforce Chatter is a great way to collect information from teammates and get their input. As opposed to posting a question, you can control the type of feedback that you get. To...
In this video, we show you how to use favorites in Salesforce. An often overlooked feature that can easily help you keep track of records that are high-touch and important. Like bookmarks in your browser, it allows you to conveniently access important records, lists,...
In today’s video, we’re going to show you how to setup Quick Actions in Salesforce. Quick Actions are things you’d like easy access to from the Salesforce mobile app. These actions can be customized from the Publisher so you can access the actions you use the most. To...
Salesforce provides a number of APIs, or Application Programming Interfaces, to integrate and work with data, each with their own use case. Today we’re going to look at Bulk API - a programmatic solution for working with large batches in Salesforce. But just how much...
In today’s video, we’re going to show you how to create custom buttons and links in Salesforce. This customization is a great way to align your org with its business needs by making links, reports, data, and more easily accessible with one click. They can be used for...
So you’re thinking about implementing Salesforce in your business? We are SO excited for you! Salesforce is an incredible and beautiful tool, and the customization possibilities are virtually endless. As you daydream about everything that Salesforce can automate and...
In today’s video, we’re going to show you how to Schedule Data Exports in Salesforce. This is particularly useful if you’re looking to keep regular backup data from your org. You can do this every 29 days, but depending on your edition you may also have access to a...
At Dreamforce ‘22, Salesforce introduced its latest product, Salesforce Genie - described as Salesforce as a “real-time platform for customer magic.” But what exactly does this product do, and how can it help your business? Let’s look at what this new product by...
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....