ROYCON ACADEMY
THE BLOG
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....
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...
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...
In today’s video, we’re going to show you how to Use Salesforce Data Import Wizard. Sometimes, you need to insert or update many records for the same object in bulk, and manually doing so would take too much time. Thankfully, Salesforce has its own tool that can cover...
In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set...
In today's video, we'll show you how to customize a Salesforce homepage using the Lightning App Builder in Setup. The Lightning App Builder is a front-end interface that allows you to easily drag-and-drop modules to display the information most important to your...
In today’s video, we’re going to show you how to create Chatter groups in Salesforce. You can either have public Chatter groups, which anyone can join, or private groups. To create Chatter groups, follow these steps: 1. Navigate to the App Launcher. 2. Type...
In today’s video, we’ll show you how to make custom picklist values global in Salesforce. As your org changes, you may find that a custom picklist actually needs to be a global one. Luckily, this is a simple change. To make custom picklist values global in Salesforce,...
In today’s video, we’ll show you how to create debug logs in Salesforce. When solving problems users may come across in their orgs, it’s often helpful to get a detailed look of what’s actually going on behind the scenes. Using trace flags, we can narrow down logs to...
In today's video, we'll show you how to subscribe to reports in Salesforce. If you find yourself frequently checking reports in anticipation of a specific change or data result, you should know that you can automate this process to notify you in the event of changes....