Accounts & Contacts for Lightning Experience

Question 1

It is a Salesforce object where you put the companies you’re doing business with.

Answer 1

Accounts

Question 2

It is a Salesforce object where you put people who work for those Companies

Answer 2

Contact

Question 3

Name Three Key Account and Contact Relationships

Answer 3

• Between Companies and people who work at them
• Between Contact to more than one Account
• Between Customers and Coworkers who deal with them (Salesforce Workers)

Question 4

This list view lets you view current and past relationships, and capture unique and custom details about these relationships so you always know who you’re talking to—or who you should be talking to.

Answer 4

Related Contacts

Question 5

(True or False) To accurately represent the relationships your company maintains, you can modify the values in the Roles field and even create custom fields, such as a checkbox to denote the main contact for the account.

Answer 5

True

Question 6

How to manage different accounts that belong to the same Company?

Answer 6

by doing Account Hierarchies

Question 7

Name two best Practices for Establishing Account Hierarchies

Answer 7

• Global Enterprise Account

- Location-Specific Accounts

Question 8

This feature you can enable the appropriate access to different account roles. Each person can be assigned different roles and different levels of access to the account and its opportunities and cases. It is perfect when more than one person is working for an Account.

Answer 8

Account Teams.

Question 9

Name five Best Practices for Managing Accounts and Contacts

Answer 9

• Company’s Naming Conventions
• Associate Contacts with Account
• No Inactive Accounts obstacle
• Maintain Active Ownership
• Updated Records