Salesforce: Accounts and Contacts

Salesforce: Accounts and Contacts

Website or Online Data - 2017
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Improve how you set up and manage your accounts and contacts in Salesforce. Learn about parent accounts, data structure, workflows, validation rules, and more.
Improve your management of customer relationships by optimizing your Account and Contact workflows in Salesforce. First, see how accounts are structured by examining parent accounts, naming, and ID numbers. Next, learn how to set up validation rules that will keep your data consistent. Then, find out how to create scorecards that will help you keep track of qualified and recent activity. Finally, discover how to enhance contact records by leveraging contact roles.
Publisher: Carpenteria, CA :, 2017
Copyright Date: ©2017
Characteristics: 1 online resource
Additional Contributors: (Firm)
Call Number: eResearch


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