ROYCON ACADEMY
THE BLOG
Part III: Prioritize & Strategize In the first two series, I covered how to get started and identify processes, as well as reviewing the back end of your existing org. You still have some more information to collect before planning to make changes to your org. In...
Part II: Back End Review: Reviewing Technical Debt | Integrations | Data Now that you have high-level information on your new company, it is time to dig under the hood of your Salesforce org. What is under the hood you ask? Well, I can’t tell you – that will be up to...
In today’s video, we’re going to show you how to create Chatter groups in Salesforce. You can either have public Chatter groups, which anyone can join, or private groups. To create Chatter groups, follow these steps: 1. Navigate to the App Launcher. 2. Type...
Part I: Where to Start | Understanding the Business | Identifying Processes Starting a new position as a Salesforce Administrator or Consultant can be overwhelming, especially if you are relatively new to the Salesforce ecosystem. This is only exacerbated if you are...
In today’s video, we’ll show you how to make custom picklist values global in Salesforce. As your org changes, you may find that a custom picklist actually needs to be a global one. Luckily, this is a simple change. To make custom picklist values global in Salesforce,...
Salesforce Communities: How to Share Data Between Accounts Using Account Relationships Hey there! Are you a Salesforce Community administrator looking for a solution to share data between community user accounts? You are? Perfect! I think I have just what you’re...
The Salesforce AppExchange While Salesforce is a highly powerful tool used to support any organization’s day-to-day functions, there are many Apps available in what is called the Salesforce AppExchange to help enhance the solution to support any organization’s needs....
User Acceptance Testing (UAT) Best Practices, aka: “Have we produced what our customers want?” Introduction: A common misconception is: “Roycon, you’ve already built and tested this, why does the need exist for us, the customer, to also test? This is your expertise,...
In today's video, we'll show you how to subscribe to reports in Salesforce. If you find yourself frequently checking reports in anticipation of a specific change or data result, you should know that you can automate this process to notify you in the event of changes....
Who can see what in Salesforce? One of the most important Salesforce features is the deep visibility architecture available to allow administrators to control access to company information within the organization and with external users. This control is a critical...