ROYCON ACADEMY
THE BLOG
Who can see what in Salesforce? One of the most important Salesforce features is the deep visibility architecture available to allow administrators to control access to company information within the organization and with external users. This control is a critical...
In this video, we will learn how to display a lightning page, related record component in Salesforce. We'll show you how to display details from a related record using a lightning page component. For this example, we’ll use the case object. Let's say we want to...
In today's video, we'll show you how to take advantage of inline editing in Salesforce. Let's say you have a list view open and need to edit a field value on multiple records. It can be time-consuming to individually go into each record and update a value. But using...
In today's video, we'll show you how to add filters to dashboards in Salesforce. Depending on the use case, you may need to add filters to better understand metrics on your dashboard. Filters can be added when creating or editing your dashboard so dashboard users can...
In today's video, we'll show you how to clone reports in Salesforce. Sometimes, you need to create reports that are only slightly different from a pre-existing report. Instead of creating a new report and re-applying all of the configurations, we can just clone it...
In today's video, we'll show you how to monitor Storage Usage in Salesforce. It's important to keep track of where your storage is being used across your org, and whether you're approaching limits so that you can be proactive about resolving potential issues. With...
In today's video, we're going to show you how to set up duplicate rules in Salesforce. Duplicate Rules help detect records that may contain the same information as a previously created record. This is a helpful tool to prevent duplicate data in your org and making...
In today's video, we're going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out of the box, but we can also create our own. To...
In today's video, we'll show you how to create Approval Processes in Salesforce. Approval Processes are automated for when a specific criteria is met,and determine what happens to the record in question is approved or rejected. Additionally, approval processes can be...
How to Create a Custom Path in Salesforce Today we will be covering how to create a custom path in Salesforce. To start, navigate to the Object field you want the path to be based off of. In our example that will be the Opportunity Stage field. Add or adjust the...