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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Contact management


Contact is a way to maintain the information about key decision makers, buyers, and key influential people for an account in Salesforce. The sales and marketing people often need it as they should visit the customer site and give a demo to them about products or services to finalize the deal. You can store contact information, such as first name, last name, account name, billing address or shipping address, contact number, and e-mail address.

You can create a contact in Salesforce by using the user interface, or you can import it from another organization by using the import wizard and data loader.

Understanding account and contact relationships

One account may have more than one contact and one contact may be associated with multiple accounts. For example, say, your company is currently selling a product to two sites of Automation Champion, USA and India. You have two accounts for Automation Champion in your Salesforce. For the USA account, Cathal Murtagh is the decision...

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