ROYCON ACADEMY
THE BLOG
This article will help guide your organization to be able to adequately review your business process document how your current system works, how it should work, how it could be improved, and understand the importance, so implementing a new software tool is as...
In today's video, we'll show you how to take advantage of inline editing in Salesforce. Let's say you have a list view open and need to edit a field value on multiple records. It can be time-consuming to individually go into each record and update a value. But using...
Salesforce ScalabilitySystem scalability is crucial in every framework, but especially in Salesforce because of the multi-tenant environment. Scalability in a Salesforce org is affected by many factors, but most of those factors can be controlled by proper design...
In today's video, we'll show you how to add filters to dashboards in Salesforce. Depending on the use case, you may need to add filters to better understand metrics on your dashboard. Filters can be added when creating or editing your dashboard so dashboard users can...
Introduction As businesses look for ways to broaden their brand visibility and enhance customer experience, you will need to utilize different tools and methods to achieve your digital marketing goals. Salesforce Marketing Cloud allows you to manage different...
In today's video, we'll show you how to clone reports in Salesforce. Sometimes, you need to create reports that are only slightly different from a pre-existing report. Instead of creating a new report and re-applying all of the configurations, we can just clone it...
In today's video, we'll show you how to monitor Storage Usage in Salesforce. It's important to keep track of where your storage is being used across your org, and whether you're approaching limits so that you can be proactive about resolving potential issues. With...
An Interview with Former Chief of staff at a SaaS company. I had the privilege of sitting down with a former chief of staff at a recently acquired software company. Due to the recent sale and the organization's privacy, he and the company shall remain anonymous. This...
In today's video, we're going to show you how to set up duplicate rules in Salesforce. Duplicate Rules help detect records that may contain the same information as a previously created record. This is a helpful tool to prevent duplicate data in your org and making...
When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...