In this lecture, I show you how to view an account hierarchy, as well as to associate other accounts into the Hierarchy. We also address how to adjust the columns that are displayed in the Account Hierarchy page layout.
In this lecture, I show you how to assign a Data.com feature license to your user account. I then demonstrate how to locate Account and Contact records in Data.com and add them to your Salesforce account. We discuss how the Data.com Clean feature works and I introduce you to the Data.com Implemen...
In this lecture we discuss the process and implications of implementing person accounts in your org.
Resources:
Person Account Comparisons - Pros and Cons (From Technical Library) - https://help.salesforce.com/articleView?id=account_person.htm&type=5#Person_Account_Model
Setting Up Person A...
In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.
Given a set of requirements, determine how to support different sales process scenarios.
Given a scenario, determine the relationsh...
