ROYCON ACADEMY
THE BLOG
When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...
In today's video, we're going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out of the box, but we can also create our own. To...
Salesforce Licenses Explained What are the different Salesforce licenses? We'll help you with a great overview of all Salesforce licenses. When it comes to Salesforce licenses, things can feel overwhelming. In order to help to make sense of it all, we’ve outlined the...
In today's video, we'll show you how to create Approval Processes in Salesforce. Approval Processes are automated for when a specific criteria is met,and determine what happens to the record in question is approved or rejected. Additionally, approval processes can be...
No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And over 2/3 of deals fall through at the quoting stage....
In today's video, we'll show you how to set up queues in Salesforce. Queues are typically used on the Lead and Case objects, and assign records automatically to users and teams that share the same workloads. By having queues set up, users will also be able to easily...
Hello, and welcome to the Roycon Blog! Today we are going to be discussing how to leverage Field Service App Extensions to integrate with the popular payment processing application, Square. If you are interested in learning more about the functionality afforded by...
Last year Salesforce announced it was ranked the #1 CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker, for the eighth consecutive year. The study shows that Salesforce is the market share leader in IDC’s segments...
In today's video, we're going to show you how to create validation rules in Salesforce. Validation rules are an effective way of keeping your Salesforce data clean. With validation rules, the criteria written will evaluate as true or false. So if a user attempts to...
In today's video, we'll show you how to use Salesforce Schema Builder. Schema Builder is an all-in-one Salesforce tool that allows you to view object and object relationships at-a-glance. It also allows you to create objects, fields, and relationships, while being...