accounts and contacts lex Flashcards
Accounts are companies that you’re doing ______________with,
business
_______________are the people who work for companies SF does business with .
contacts
Account where SF is doing business with a single person, like a solo contractor or an individual consumer is a
special account type called a person account.
A person account does not have their own _____________
contact
Accounts and contacts are related to many other____________ objects, which makes them some of the most important objects in Salesforce
standard
Under the account record you’ll see the information collected on the company as a list of records related to it, such as
contacts
deals in progress,
service requests,
information about previous meetings or calls, uploaded documents
most important things you need to know about a company is who ________ there and how to reach them
works
The News feature contains news from —
news from US news sources,
Before you can view News, your admin ______________
must enable it for your organization.
how can you enable the news feed for your org
From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Enable News
The news you see in Salesforce is customized depending on _______________
where you access it.
EX ACCT PAGE HAVE NEWS BASE ON ACCT
CONTACT HAVE NEW BASED ON ACCT CONTACT LINKED TO
To see or follow a Twitter account from within Salesforce, you musT………………………………….
have an account on Twitter, and you have to link the account or contact record to a Twitter profile.
Before you can use the Social Accounts, Contacts, and Leads feature, your admin must
enable it for your organization and you have to configure your personal settings.
Always associate ———————-with an account.
contacts
Know your company’s ______________conventions for accounts.
naming
