Lightning - Accounts/Organisations Management

Accounts/Organisations Tab
Accounts/Organisations Tab Accounts/Organisations and Contacts provide the foundation for your CRM system. The Accounts/Organisations Tab will feature prom...
Wed, 16 May, 2018 at 11:09 AM
Account/Organisation Records
Account/Organisation Detail After accessing an Account/Organisation Record from the Account/Organisation Tab you will be presented with the Account/Organis...
Wed, 16 May, 2018 at 11:09 AM
Creating a New Account/Organisation
New Account/Organisation Button To create a new Account/Organisation, go to the Accounts/Organisations Tab and click the NewButton. The best practice f...
Wed, 16 May, 2018 at 11:09 AM
Editing an Account/Organisation Record
Using Search to Find & Edit To update an Account/Organisation record, search for the Account/Organisation via the Global Search and click on the Accoun...
Wed, 16 May, 2018 at 11:09 AM
Account/Organisation Views
This article explores the process for creating and editing Account/Organisation views. Views are created via the Accounts/Organisations Tab to provide a mor...
Wed, 16 May, 2018 at 11:10 AM
Account/Organisation Duplicate Rule
This article explores the Account/Organisation Duplicate Rules which can be configured and activated in your Salesforce environment. Typically Account/Orga...
Wed, 16 May, 2018 at 11:10 AM