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Demystifying AI for Business

by Thomas McGee | October 12, 2023 | Administrator, Developer, IT, Salesforce, Salesforce Blog | 0 Comments

Introduction to AI for Business In today's digital age, Artificial Intelligence (AI) stands as a beacon of innovation, driving change across industries and reshaping the way businesses operate. This multipart series aims to unravel the complexities of AI in the...

Dreamforce Preparation | 6 Tips for Dreamforce Success from the Experts

by Samantha Perry | August 22, 2023 | Administrator, Commerce, Developer, Finance, IT, Marketing, Sales, Salesforce Blog, Service | 0 Comments

Dreamforce, Salesforce's annual mega-event, brings together professionals, experts, and enthusiasts from all over the world to learn, network, and explore the latest innovations in the realm of customer relationship management and technology. Whether you're a seasoned...

How to Install Apps from the Salesforce AppExchange

by Julie Contino | March 13, 2023 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials | 0 Comments

In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the permission "Download AppExchange Packages" to do...

Salesforce Validation Rules: Best Practices

by Julie Contino | March 8, 2023 | Administrator, IT, Salesforce, Salesforce Blog, Setup & Optimization | 0 Comments

Salesforce Validation Rules can be incredibly powerful. They can provide guidance for end users, ensure all of the necessary data is filled out, and they can verify that the data being entered is clean and useful. However, if not managed well, validation rules can...

Prospecting Based on Last Completed Activity

by Daniel Gonzalez | March 6, 2023 | Administrator, Sales, Sales Cloud, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials | 0 Comments

In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...

Salesforce Flows | How to Declaratively Remove Duplicates from Get (all) Records

by Brian Colbo | March 1, 2023 | Administrator, IT, Salesforce, Salesforce Blog, Salesforce Tutorials | 0 Comments

In this blog, I am going to show a declarative solution to deduping records when a ‘Get Records’ is set to return all records and we need to select a value, from these records, that appear multiple times. Why? In Salesforce Flows, we use ‘Get Records’ where we can...

How to Login as Any User in Salesforce

by Julie Contino | February 27, 2023 | Administrator, Salesforce, Salesforce 101, Salesforce Tutorials, Setup & Optimization | 0 Comments

In today’s video, we’ll show you how to Login as any user in Salesforce. This is a tool that users with the Systems Administrator profile can use to diagnose and debug issues that they see in their orgs. To login as any user in Salesforce, follow these steps. 1....

Exploring Salesforce Data Storage

by Brian Colbo | February 22, 2023 | Administrator, IT, Roycon, Salesforce, Salesforce Blog, Setup & Optimization | 0 Comments

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage their sales, customer service, and marketing efforts. One of the key benefits of using Salesforce is its ability to store and manage vast amounts of customer...

How to Set Up Price Books in Salesforce

by Julie Contino | February 20, 2023 | Salesforce, Salesforce 101, Salesforce Tutorials, Setup & Optimization | 0 Comments

In today’s video, we’re going to show you how to Set Up Price Books in Salesforce. Price books are a collection of products, each with their own set of prices. Price books can help you easily set up different pricing models for different aspects of your business. To...

The Secret Ingredient to Salesforce Success: The Salesforce Implementation Partner

by Samantha Perry | February 15, 2023 | Administrator, IT, Salesforce, Salesforce Blog | 0 Comments

If you’re reading this, you’ve made the exciting decision to move forward with Salesforce as your CRM solution. Congratulations! At this point in the process, Salesforce clients begin to ask themselves: can my company self-implement, or do we need to hire a Salesforce...

THE BLOG

What’s Happening in the Ecosystem

Integrating Field Service Lightning with Square Payment Processing

Apr 13, 2022 | Developer, Field Service, IT, Salesforce Blog, Salesforce Tutorials

Hello, and welcome to the Roycon Blog! Today we are going to be discussing how to leverage Field Service App Extensions to integrate with the popular payment processing application, Square. If you are interested in learning more about the functionality afforded by...

Salesforce is the #1 CRM: 5 Reasons Why

Apr 6, 2022 | Administrator, Salesforce, Salesforce Blog

Last year Salesforce announced it was ranked the #1 CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker, for the eighth consecutive year. The study shows that Salesforce is the market share leader in IDC’s segments...

How to Use Salesforce Schema Builder

Mar 28, 2022 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In today's video, we'll show you how to use Salesforce Schema Builder. Schema Builder is an all-in-one Salesforce tool that allows you to view object and object relationships at-a-glance. It also allows you to create objects, fields, and relationships, while being...

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

Is Salesforce Down? How to Check Salesforce Status

Dec 13, 2021 | Administrator, Salesforce, Salesforce 101, Salesforce Tutorials

In this video, we'll show you how to check the status of Salesforce and all of its services. For all details regarding the status of your Salesforce org as well as Salesforce services to maintenance windows, Salesforce has its own website to check site status. This...

How to Create A Salesforce Object Calendar

Nov 16, 2021 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information. Today we’re showing you how to create a calendar on a...

How to add an image to your email signature in Salesforce

Nov 8, 2021 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we show you how to add an image to your email signature in Salesforce. This is useful when you want to add your company logo to your signature. You'll need to have the image you want to use uploaded to your Files in Salesforce in order to use it. We’ll...

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SALESFORCE 201

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

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