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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
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...