ROYCON ACADEMY
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In today’s video, we’ll show you how to create roll-up summary fields in Salesforce. Roll-up summary fields are available on the master side of a master-detail relationship. With these types of fields, you can count the number of detail records, or calculate the sum,...
Did you know on average approximately 7% of all emails end up in the spam folder? According to The 2020 Email Delivery Benchmark Study, only a little over 80% of all emails sent, actually reach the inbox. So while the email marketing channel yields one of the highest...
Marketing software is a $121 billion dollar industry. The industry is growing and shows no signs of slowing down. Known as the Martech 5000, a supergraphic that identifies all of the Martech solutions currently available, this graphic, as of 2020, indicates there are...
Part IV: Creating an Actionable Plan & How to Manage your Ongoing Requests Whoa! You have done a lot with your inherited Salesforce org … but how do we get to the point that we are ready to action the change that you, your leadership, and your users have talked...
Introduction As businesses look for ways to broaden their brand visibility and enhance customer experience, you will need to utilize different tools and methods to achieve your digital marketing goals. Salesforce Marketing Cloud allows you to manage different...
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...
Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until they're assigned to a user or taken by one of the...
With the existing functionality in Pardot, it is quite difficult to capture survey information. Years ago, I remember building out an email template for a customer satisfaction survey, rating our service from 1 - 10. We used 10 images, each had a number from 1 - 10,...
Einstein Behavior Scoring is an intuitive tool created to help your company effectively close more deals. This feature allows sales representatives to have a clear view of each prospect and their overall likelihood of purchasing what products or services your company...
You may have heard about Pardot Snippets but just haven’t had the chance to start using them. We'll provide you with a quick overview of Pardot Snippets so you can get started using them. What are Pardot Snippets? Pardot Snippets are reusable pieces of content. They...