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In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator)....
In this video, we'll show you how Salesforce Contractors, Freelancers, and Consultants can use Asana in conjunction with their Salesforce org. Using Global Actions and a Lightning Web Component, you can link Asana forms straight from Salesforce. Streamlining this...
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the shift to more and more employees working from home...
In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either don't have access to the Salesforce API or for those...
In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view, you can easily filter and find what you're...
In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across columns. We'll also show you how to customize your new...
Is Salesforce easy to learn? So you want to learn a new skill, eh? One glaring question that will inevitably pop up when tackling/learning a new skill will surely be...“How difficult will this be to learn?“ Well, ”difficulty“ is relative and may be hard to quantify...
In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you may also transfer ownership to a queue. Depending...
The Ultimate Salesforce Certification Resource Guide Choose Your Salesforce Path Are we missing something? Contact us at info@roycon-tech to add resources to the list.Subscribe for more Salesforce certification resource updates.Salesforce Administrators Salesforce...
In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing between records. However, you may want to have less...