ROYCON ACADEMY
THE BLOG
In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the permission "Download AppExchange Packages" to do...
In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...
In this blog, I am going to show a declarative solution to deduping records when a ‘Get Records’ is set to return all records and we need to select a value, from these records, that appear multiple times. Why? In Salesforce Flows, we use ‘Get Records’ where we can...
In today’s video, we’ll show you how to Login as any user in Salesforce. This is a tool that users with the Systems Administrator profile can use to diagnose and debug issues that they see in their orgs. To login as any user in Salesforce, follow these steps. 1....
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage their sales, customer service, and marketing efforts. One of the key benefits of using Salesforce is its ability to store and manage vast amounts of customer...
In today’s video, we’re going to show you how to Set Up Price Books in Salesforce. Price books are a collection of products, each with their own set of prices. Price books can help you easily set up different pricing models for different aspects of your business. To...
In today’s video, we’re going to show you how to use Health Check in Salesforce. This tool helps you assess your org’s security and next steps to improve your score with clicks. Salesforce uses its own baseline standard to create a score for your org based on...
So, you failed your Salesforce Certification Exam. It’s not a good feeling, especially after all of the work you’ve put in with hopes of a better outcome. But failing Salesforce Certification Exams, not just once but several times, is quite normal! These exams are...
In today’s video, we’re going to show you how to monitor API usage in Salesforce. Knowing when your API usage is about to exceed its limit is crucial for your org’s operations, but luckily we can automate notifications for when we’re hitting those limits. To monitor...
In today’s video, we’ll show you how to set a default Home page in Salesforce. Setting a default home page gives users access to the data and components that are most important to them when they open Salesforce. Unless there is a set default for another profile, all...