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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 8

Developing Contacts

IN THIS CHAPTER

Bullet Customizing the Contact record

Bullet Creating and updating Contacts

Bullet Putting your Contacts in order

Bullet Viewing Contact-related lists

Bullet Building organizational charts

If you’ve been selling for more than a few years, you probably have a big golden list overflowing with business contacts. And if you’re just starting out, you probably wish you had one. But how much do you know about those contacts? Where do you keep track of the personal and business information you’ve collected throughout the years?

Salesforce enables you to plan, manage, and capture all the important interactions you normally have with your prospects and customers. Just imagine the value that keeping this shared information in one place can have for you and your teams.

By using the Contacts section in Salesforce, you can effectively keep all your most important Contacts together in one place, easily link them with the Accounts they work for, gain insight into the relationships between ...

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Publisher Resources

ISBN: 9781394231669Purchase Link