ROYCON ACADEMY
THE BLOG
In this video, we will cover how to create a list view in Salesforce. List views allow you to filter out records based on any field that we have access to. List views are used to quickly segment lists of records, they allow us to action multiple records at the same...
Connect Salesforce and Asana The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is optimized for Salesforce Lightning it is also compatible with Salesforce...
What are Global Actions in Salesforce? How can you use them? In this video, we will cover how to use Global Actions in Salesforce. Global Actions in Salesforce allow users to log call details, create or update records, or send an email without leaving the page they're...
How to Prepare for Your Salesforce Implementation When preparing for a Salesforce implementation one of the most critical steps prior to the implementation is often overlooked. This single step can cost organizations a considerable amount of money as well as time to...
How to Send List Emails From Salesforce A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and...
Selecting the Right Salesforce Offering Are you at the point in the decision process where you’ve come to the realization that Salesforce is the right CRM software for you and your company, but are completely overwhelmed by the thought of attempting to select the...
How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
With this blog post, we'll discuss 3 ways to send text messages with Salesforce. Prior to sending text messages with Salesforce, we encourage you to examine whether or not you have consent from a customer to text them. If you have consent, we will be reviewing to send...
Best Practices for Reports & Dashboards My previous blog was on ways to Increase Adoption in Salesforce - 5 Tactics and featured five best practices to increase adoption in Salesforce. Tip #2 was to monitor end-user adoption with the use of reports and dashboards....
Successful Salesforce Implementation So, you’ve decided you want to implement Salesforce in your company or organization. EXCELLENT decision, my friend! Salesforce is a game-changing tool that is going to take your business to the next level, no matter where you’re...