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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

Contacts

In this case, much like with Accounts, there aren’t too many mysteries. Contacts are simply records, most often associated with Accounts, meaning employees of a particular company or individuals with whom you establish cooperation during sales activities, such as writing to them or calling them if you are a salesperson. Contacts appear in Salesforce after converting Leads or can be created directly on Accounts by clicking the New button in the Account Related List.

The Contact object includes fields such as first and last name, email address, one or more phone numbers, and address details. These details may differ from the registration data of the associated Account, as the contact person might work in a different department or city. You can record activities related to the Contact, such as calls or meetings. Additionally, you can add notes about important matters.

An important Salesforce functionality related to Contacts is the ability to connect one Contact...

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