ROYCON ACADEMY
THE BLOG
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...
Salesforce CPQ: How to Resize Columns in QLE Today we will be covering a Salesforce CPQ topic. How to resize columns in QLE. This is a new feature from the Winter 2021 release. The default setting in CPQ does not allow column resizing. So, let's turn that on first. 1....
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 Service Cloud Salesforce Service Cloud is a tool for your client-facing teams. These teams can support your customers in technical, business to business, business to consumer, or blended ways. The beauty of Service Cloud is that it can be extended to...
My Journey to Pass the Salesforce CPQ Certification My journey with Salesforce started a little over a year ago. I have spent most of my career in the IT “world” and when I found out about Salesforce and what the ecosystem can do, I was immediately interested. I know...