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Salesforce How to

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...
Salesforce Post Implementation Strategy

How to Identify Salesforce Power Users

Power users are those who use a product the most. They can assist in training, troubleshooting issues and increasing user adoption. But how can you identify Salesforce power users? IntroductionPower users can be defined as the individuals that interact with a product...

Best Practices for Better Email Deliverability in Pardot

Did you know on average approximately 7% of all emails end up in the spam folder? According to The 2020 Email Delivery Benchmark Study, only a little over 80% of all emails sent, actually reach the inbox. So while the email marketing channel yields one of the highest...
Salesforce How to

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...
Salesforce How 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,...
Inc 5000

Inc. 5000 Ranks Roycon as One of the Fastest-Growing Private Companies in America

Inc. magazine selected Roycon as one of the fastest-growing private companies in America for 2022. Roycon earned the rank of number 2705 on the 2022 Inc. 5000 list of the fastest growing private companies in America.    This achievement puts Roycon in a rarefied...
Salesforce How to

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...
Salesforce Flow, Summer '20

When You Should Use Bulk APIs in Salesforce

Salesforce provides a number of APIs, or Application Programming Interfaces, to integrate and work with data, each with their own use case. Today we’re going to look at Bulk API - a programmatic solution for working with large batches in Salesforce. But just how much...
Salesforce How 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...
Salesforce and Asana Integration

Guidelines for Identifying your Salesforce Implementation Goals

So you’re thinking about implementing Salesforce in your business? We are SO excited for you! Salesforce is an incredible and beautiful tool, and the customization possibilities are virtually endless. As you daydream about everything that Salesforce can automate and...

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

SALESFORCE 201

Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics