ROYCON ACADEMY
Enablement for Every Salesforce Role
THE BLOG
How to Create Custom Metadata Types in Salesforce
In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend our customizations; we can do things like create...
How to Post Polls in Chatter
In today’s video, we’re going to show you how to post polls in Chatter. Using polls in Salesforce Chatter is a great way to collect information from teammates and get their input. As opposed to posting a question, you can control the type of feedback that you get. To...
Using Favorites in Salesforce
In this video, we show you how to use favorites in Salesforce. An often overlooked feature that can easily help you keep track of records that are high-touch and important. Like bookmarks in your browser, it allows you to conveniently access important records, lists,...
How to Setup Quick Actions in Salesforce
In today’s video, we’re going to show you how to setup Quick Actions in Salesforce. Quick Actions are things you’d like easy access to from the Salesforce mobile app. These actions can be customized from the Publisher so you can access the actions you use the most. To...
How to Create Custom Buttons and Links in Salesforce
In today’s video, we’re going to show you how to create custom buttons and links in Salesforce. This customization is a great way to align your org with its business needs by making links, reports, data, and more easily accessible with one click. They can be used for...
How to Schedule Data Exports in Salesforce
In today’s video, we’re going to show you how to Schedule Data Exports in Salesforce. This is particularly useful if you’re looking to keep regular backup data from your org. You can do this every 29 days, but depending on your edition you may also have access to a...
How to Add Users in Salesforce
In today’s video, we’re going to show you how to add users in Salesforce. This is a core part of the admin role, but also a simple process. To add users in Salesforce, follow these steps: 1. Navigate to Setup. 2. In the Quick Find Box, type and select Users....
How to Change Themes in Salesforce
In today’s video, we’re going to show you how to change themes in Salesforce. By default, Salesforce has its own theme and branding set with your org. But you can actually customize your org to your company’s branding. To change themes in Salesforce, follow these...
How to Monitor Storage Usage in Salesforce
In this video, we’ll show you how to monitor storage usage in Salesforce. When maintaining and optimizing your Salesforce org, you may want easy access to information detailing what parts of your org are taking up the most storage. Luckily, we can easily access this...