Set the baseline of Salesforce accounts and contacts so we can focus on the real work of developing the holistic cloud mindset.
- [Instructor] The first thing to know is that accounts are at the center of everything in Salesforce. Salesforce's database structure links both opportunities and contacts to the specific accounts that you set up. So while this is an advanced course, I'd still like to just touch on the baselining of what is an account and what is a contact. So for accounts, an account is a company, a business entity, a converted lead, has a physical address. People work or reside there. The location can receive postal mail, and size does not matter.
It could be a house, a garage, or a large corporation. Now, for the contact, a contact is a person at a company or an account. Someone you have a business relationship with. Someone you know. People you're actively selling, have sold to, or are business acquaintances, partners, or vendors. And as a best practice, a contact should be associated to an account. There should be no orphan contacts in your Salesforce org, that's just a bad practice. I want to mention one more thing, and that's with winter release 2017, you can now relate a contact to multiple accounts more easily.
And I also wanna mention that often the account is considered a static object use for holding non-actionable company data, but we're going to learn in this course how to make the account the most actionable and most exciting object in Salesforce. So now that the baselining of accounts and contacts is over, let's get busy.
- Creating a 360-degree view
- Managing accounts and contacts
- Page layout sections overview
- Account names, parent names, and site names
- Managing external IDs and account numbers
- Using Data.com
- Building a data model
- Extracting, transforming, and loading
- Locking opportunities on non-active accounts
- Creating scorecards
- Updating account status
- Monitoring contract renewal dates
- Using Contact Roles