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Building a Salesforce-Powered Front Office: A Quick-Start Guide
book

Building a Salesforce-Powered Front Office: A Quick-Start Guide

by Rashed A. Chowdhury
March 2021
Beginner
300 pages
6h 2m
English
Apress
Content preview from Building a Salesforce-Powered Front Office: A Quick-Start Guide
© Rashed A. Chowdhury 2021
R. A. ChowdhuryBuilding a Salesforce-Powered Front Officehttps://doi.org/10.1007/978-1-4842-6676-2_4

4. Accounts

Rashed A. Chowdhury1  
(1)
Marietta, GA, USA
 

In the previous chapter, we had an overview of the opportunity, opportunity stages, sample sales stages, and how to build an opportunity pipeline. We also reviewed the definition of opportunity from Salesforce’s perspective, what to do during sales stages, challenges and trends of modern sales, and how to leverage technology to address them. The following topics will be covered in this chapter:

  • Account object

  • Person account

  • Account settings

  • Account team

  • Account data organization

What Is the Account Object?

The Account Object in Salesforce is used to track and store information ...
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Publisher Resources

ISBN: 9781484266762Purchase LinkPublisher Website