From the course: Salesforce for Admins
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Managing accounts and contacts - Salesforce Tutorial
From the course: Salesforce for Admins
Managing accounts and contacts
- [Instructor] Account and contact objects allow your teams to track existing relationships with your organization, which makes them the most important objects to be mindful of as an administrator. An account refers to all the information related to a company or one-person company. This may include things, like their address, their industry, website, and more. There are two types of accounts: business and person accounts. Business accounts store information about the companies your org does business with. Person accounts are not enabled by default but account for one person companies like home healthcare or lawn care services. Be mindful that once person accounts are enabled, you cannot disable them again. When querying reports, it may require pulling fields from both the account and contact objects. Can cause friction in resolving bug issues and updates. And make it more difficult to leverage certain AppExchange…
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Creating global actions2m 37s
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Creating object-specific quick actions3m 2s
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Assignment and escalation rules3m 35s
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Managing leads and opportunities3m 22s
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Managing accounts and contacts3m 44s
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Sharing calendars4m 11s
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Using campaigns2m 44s
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Using email templates2m 49s
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Troubleshooting queues2m 11s
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Defining products and price books3m 3s
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Using collaborative forecasting2m 47s
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Troubleshooting reports and dashboards5m
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