ROYCON ACADEMY
THE BLOG
In this video, we’ll show you how to monitor storage usage in Salesforce. When maintaining and optimizing your Salesforce org, you may want easy access to information detailing what parts of your org are taking up the most storage. Luckily, we can easily access this...
What's the #1 Mistake of a Salesforce Implementation? According to Lila Logue, Regional Sales Manager at Roycon, it is hands down Data Governance. In a conversation with Lila, we’ll uncover some of the greatest challenges that arise as the result of poor data...
In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set...
Where to Start Understanding the Business & Identifying ProcessesBack End Review Reviewing Technical Debt, Integrations, & Data Prioritize and Strategize So You Can Properly Complete Your AssessmentLet's Create an Actionable Plan and a System to Manage Ongoing...
In today's video, we'll show you how to customize a Salesforce homepage using the Lightning App Builder in Setup. The Lightning App Builder is a front-end interface that allows you to easily drag-and-drop modules to display the information most important to your...
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...
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...