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Salesforce: Accounts and Contacts

Salesforce: Accounts and Contacts
----- Lynda Video Training -----
Size: 308 MB | Duration: 2h 3m | Video: AVC (.mp4) 1280x720 15&30fps | Audio: AAC 48KHz 2ch
Genre: eLearning | Level: Beginner | Language: English.

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

Topics include:
* Creating a 360-degree view
* Managing accounts and contacts
* Page layout sections overview
* Account names, parent names, and site names
* Managing external IDs and account numbers
* Using Data.com
* Building a data model
* Extracting, transforming, and loading
* Locking opportunities on non-active accounts
* Creating scorecards
* Updating account status
* Monitoring contract renewal dates
* Using Contact Roles

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Salesforce: Accounts and Contacts


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