Learn about using Contacts within Salesforce and how they connect with Accounts.
- [Instructor] It's important for all teams…to track and manage existing relationships.…The core data type within Salesforce…for tracking relationships in contacts,…which also connects with accounts.…While a lead record stands alone,…an account can have one or many contacts…just as a company can have many employees.…Contacts track details about individuals…as well as activities and sending emails.…I store information about companies…and other entities in accounts,…and then the individual people within contacts.…
It's fine to store contacts that are not…associated with accounts as well as accounts…with no contacts.…Contacts can be added directly or a lead can be converted…to become an account/contact pair.…Accounts and contacts can also be imported…from an external file.…It's common for teams to convert from leads…because most touchpoints in organizations…start as potential relationships that eventually…develop into active ones.…We'll need to be signed in and let's go ahead…and click on Leads.…
We'll be converting one of these leads…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine V Pereira50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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