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…
Author
Released
8/31/2017- 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
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Contacts