ROYCON ACADEMY
THE BLOG
How to customize tabs in Salesforce Today we will be covering how to customize your Tabs in Salesforce by rearranging or adding or removing tabs. To rearrange tabs, take the following steps: Click on the pencil in the upper right-hand corner. Click and drag the three...
So, you’ve successfully completed a Salesforce implementation? Congratulations! All of the time, effort, and money you and your team have spent over the last few months has landed you a shiny, new, powerful Salesforce instance and you couldn’t be more excited. But…now...
How do I Increase Adoption in Salesforce? You’ve just converted over to Salesforce from another CRM or implemented this awesome new feature to your existing Salesforce Org - now what? Well, I’m sure one of your top concerns is ensuring you didn’t just waste your...
How to Set up Dynamic Actions in Salesforce Today we will be covering how to set up Dynamic Actions. This is a feature release in Summer ‘20. To set up Dynamic Actions, follow these steps: From a record of the desired object, click on “Edit Page” to enter the visual...
Organizational Change Management for Salesforce So you’ve selected an implementation partner, you’ve got your Salesforce licenses, you have your internal team that’s going to work in collaboration with your chose Salesforce partner, you’ve likely created your own...
Today we will be covering how to create a custom field and add it to a page layout. Navigate to Setup, Object Manager, Leads, Fields, and Relationships. Click on new in the upper right-hand corner, then select field type and click 'Next'. Enter the field label, if...
What are Salesforce Big Objects? Hey friends, we all know that objects in Salesforce are used to manage and manipulate our data. You’re probably pretty familiar with standard objects, custom objects, and external objects. But if you have to manage an enormous amount...
Post Salesforce Implementation - Considerations For an untold number of companies, going live with Salesforce is both an exciting as well as a terrifying time. If using a certified Salesforce partner, you most likely have the peace of mind knowing that the build...
Well hello, fellow data lover! Today we’re chatting a bit about the importance of data cleanliness and some best practices to establish in your business in order to keep it that way. We’ll also cover some great procedures to implement for Salesforce data cleanliness....
Salesforce for Construction Management One of the most prominent challenges of the ever-evolving professional world is how to make processes more efficient, profitable, and scalable. When implemented by a company, Salesforce, as a platform, commonly sits in the middle...