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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Accounts

I think, in this case, there’s no need to delve too deeply. An Account in Salesforce contains the company data you input. These can be your clients, potential clients, partners, or even competitors (to mark this, you can use the standard Type field). Importantly, Accounts are related to Contacts and Opportunities. This means that by accessing the profile of a specific company, you can immediately see which Contacts belong to that company or view historical and current sales opportunities.

Account records also include the company’s contact information, tax numbers, and so on. These are rather static data, making this object less frequently edited and, therefore, less attractive to users. However, it exists because there needs to be a common part connecting Contacts and Opportunities. Yet, it doesn’t always have to be this way. One thing I often do to make Account records more appealing is to use fields such as Rollup Summary, summing up the total sales...

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