Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Account and Contact Ownership and Visibility Considerations

Salesforce Certified Sales Cloud Consultant • 13m

Up Next in Salesforce Certified Sales Cloud Consultant

  • Sharing Rules – When To Use Them, and...

    In this lecture, I discuss how to set up a Sharing Rule on the Account object to extend Read Only access to our example user. Sharing Rules are used to grant further access to records and can't be used to restrict access.

  • Exam Guide Sample Test Question #3

    In this lecture we look at Sample Test Question #3 in the Exam Guide. It goes into record visibility and mentions that there is a Private sharing model that has been set up. I walk you through how to dissect the question and determine what the right answer is.

  • Associating a Contact to Multiple Acc...

    Beyond the out-of-the-box functionality of creating a new contact to associate it with an account, there are several other ways to establish relationships between accounts and contacts. We set up three additional features in our org that further extend and enhance the account to contact relations...