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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 7

Using Accounts

IN THIS CHAPTER

Bullet Understanding the Account record

Bullet Using the Account-related lists

Bullet Keeping your Accounts up to date

Who are your customers? What do you know about them? What are their top compelling business problems? If you have trouble answering any of these questions, pay close attention to this chapter. Here, we discuss how to use Salesforce to manage your Accounts.

In Salesforce, an Account is a company that you do business with or want to do business with or have done business with in the past. Accounts can include all types of companies: customers, prospects, partners, and even competitors. Among the top reasons companies implement any customer relationship management (CRM) tool is that they need a centralized place where they can store Account data, to prevent themselves from having to search all over the place for critical customer information. With Salesforce, you can keep all your important Account information in one place so that you and your team can apply that knowledge to sell more and keep customers happy. For example, if you work for a pharmaceutical company, you can use the Accounts area to manage your territory of hospitals, clinics, and ...

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Publisher Resources

ISBN: 9781394231669Purchase Link