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Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
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.
There are several ways that a new contact record can be created in Salesforce. We revisit the lead conversion process and how a new contact is created from this process, along with its associated account record, and the optional new opportunity that is also created during the lead conversion proc...