Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Salesforce CRM Administration Handbook

You're reading from  Salesforce CRM Administration Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Pages 328 pages
Edition 1st Edition
Languages
Concepts
Authors (2):
Krzysztof Nowacki Krzysztof Nowacki
Profile icon Krzysztof Nowacki
Mateusz Twarożek Mateusz Twarożek
Profile icon Mateusz Twarożek
View More author details

Table of Contents (16) Chapters

Preface Chapter 1: Getting Started with Salesforce Chapter 2: Salesforce Architecture Chapter 3: Getting to Know Data Management Chapter 4: Lightning Experience Chapter 5: Objects in Salesforce Chapter 6: User Management and Security Chapter 7: Automation Tools Chapter 8: Reports and Dashboards Chapter 9: AppExchange and Custom Applications Chapter 10: Service Cloud Chapter 11: Sales Cloud Chapter 12: Salesforce Administrator Exam Preparation Chapter 13: Continuing Education and Career Development Index Other Books You May Enjoy

Contacts

In this case, much like with Accounts, there aren’t too many mysteries. Contacts are simply records, most often associated with Accounts, meaning employees of a particular company or individuals with whom you establish cooperation during sales activities, such as writing to them or calling them if you are a salesperson. Contacts appear in Salesforce after converting Leads or can be created directly on Accounts by clicking the New button in the Account Related List.

The Contact object includes fields such as first and last name, email address, one or more phone numbers, and address details. These details may differ from the registration data of the associated Account, as the contact person might work in a different department or city. You can record activities related to the Contact, such as calls or meetings. Additionally, you can add notes about important matters.

An important Salesforce functionality related to Contacts is the ability to connect one Contact...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $15.99/month. Cancel anytime}