From the course: Salesforce for Small Business
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Connecting contacts and accounts - Salesforce Tutorial
From the course: Salesforce for Small Business
Connecting contacts and accounts
- [Instructor] Now that we have some contacts and accounts, let's look at some ways to link them together in SalesforceIQ. We'll start on the Contacts page. In the Contact field, each person's name links to their detail page. I'll click on Jeff Baker, who we added in an earlier movie. At the top of Jeff's Contact Profile page, you can see that he's not been associated with any accounts. You can add him to an account by clicking the Add to Account button on the right-hand side. Then search for the name of the account that you want to add him to. I'll add him to the Planet Yondo account. Then click Next. You can now see that Jeff has been linked to this account. Let's add Kim to this account, as well. To quickly pull up her address card, click the search field in the upper right and then type in her name. You can then click on her name in the search results field, to access her contact profile page. Here we can see all of the data that was imported with her V-card when we created her…