ROYCON ACADEMY
THE BLOG
How to manage your Salesforce rollout communication plan. It’s Go Time. Requirements? Gathered. User Stories? Groomed. Sprints? Sprinted. UAT? U-A-Tested. You’re counting down to deployment, and tomorrow morning, your end users are going to be so psyched to log in to...
In this video, we'll talk about the Salesforce Setup Audit Trail feature and how to start using it. The Setup Audit Trail tracks setup changes made between admins. This is an ideal troubleshooting tool if you're seeing errors from a recent change, and is especially...
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,...
In this video, we'll show you how to access the Salesforce API for certain user profiles. The API Enabled setting in Salesforce allows that user or users to access data from external applications - an example of this is Outlook for Salesforce. The API Enabled setting...
In this video, we'll show you how to access the Recycle Bin in Salesforce. In order to do this, and depending on what data you're accessing in the Recycle Bin, you'll need certain permissions enabled first. We'll walk you through what you need to access the Recycle...
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...
In this video, we'll show you how to bypass login verification in Salesforce. If you or other users are consistently logging in from the same computer, you may want to bypass the step of login verification. This is something that can be done by updating the Login IP...
Although the possibilities of technology today are seemingly endless, everything has its limits. In particular, Salesforce runs on a multitenant system - in other words, multiple Salesforce client applications use the same server for its resources. In order to...
In this video, we'll show you how to check the Record Type ID of a Record Type in Salesforce. You'll need to have access to the Record Type ID whenever you are referencing a record type in changes you are making within your Salesforce Org. We will be locating the...
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...