Today we will be covering how to create a custom field and add it to a page layout. Navigate to Setup, Object Manager, Leads, Fields, and Relationships. Click on new in the upper right-hand corner, then select field type and click 'Next'. Enter the field label, if...
THE BLOG
What are Salesforce Big Objects and How to Use Them
What are Salesforce Big Objects? Hey friends, we all know that objects in Salesforce are used to manage and manipulate our data. You’re probably pretty familiar with standard objects, custom objects, and external objects. But if you have to manage an enormous amount...
Learn Salesforce CPQ: How to resize columns in QLE
Salesforce CPQ: How to Resize Columns in QLE Today we will be covering a Salesforce CPQ topic. How to resize columns in QLE. This is a new feature from the Winter 2021 release. The default setting in CPQ does not allow column resizing. So, let's turn that on first. 1....
How I passed the Salesforce CPQ Certification
My Journey to Pass the Salesforce CPQ Certification My journey with Salesforce started a little over a year ago. I have spent most of my career in the IT “world” and when I found out about Salesforce and what the ecosystem can do, I was immediately interested. I know...
What is Veterans Day?
What is Veterans Day? The first Veterans of the United States served during the American Revolution in the Continental Army, created in 1775 when colonial militias formed a common army under command of George Washington. Since then, the United States has declared war...
Salesforce Managed Services, Cost-Benefit Analysis
Companies, from small to large, are still reeling from the effects of the COVID epidemic but we are seeing some industries starting to bounce back, which is great news! From a C-suite perspective, does it make more sense to hire on full-time staff or utilize...
Clutch Awards Roycon as a Top IT Services Company in Texas
Roycon has been helping businesses improve their efficiency and productivity by providing advanced CRMs since 2013. We are a group of passionate salesforce evangelists who believe in the salesforce platform's capabilities in improving your business. At Roycon, we...
Finding a Salesforce Partner is like Finding a New Job, 3 Things to Consider
Over the last twelve months, I found myself evaluating if I should move from ownership of a system for a Salesforce client to a consulting role. Consulting would be a big change - moving from project to project, not building the same relationship with customers as...
From Scoping to Launch: Advancing Technical Solutions via Client Engagements
Description The Crawl-Walk-Run approach to Technology Adoption does not only have to exist when viewing software implementations for a company on a grander scale. The same ideologies can apply in the context of a singular project to evolve an initial series of...
My Salesforce Trailblazer Story as a Military Spouse
I married into the military with a Bachelor’s, Master’s, a Peace Corps stint, and years of experience in my toolbox. When we got stationed overseas less than a year after the wedding, I was overjoyed to continue expanding my career internationally. Once we arrived, I...