Accounts are the lifeblood of business. In this lecture, we go through the various aspects of the account object in Salesforce. We cover the types of accounts you will be working with, the account page layout, and also key fields that are vital in your understanding of the Salesforce Platform, as it relates to Sales and Account Management.
In this lecture, we enable Account Teams. We then go through the process of adding team members to an account, as well as assigning their various roles.
Providing effective Account Management and delivering stellar Client Services are crucial for not only your success in Salesforce, but in business. This lecture walks you through various Activity Management functions for account records. We cover assigning tasks and scheduling events for accounts.
Chatter enables you to collaborate on accounts with team members to provide effective Account Management. In this lecture, we run through the common Chatter functions you can perform as it relates to Accounts in Salesforce.
