Classic - Accounts/Organisation Management

Accounts / Organisations Tab
This article explores the Accounts/Organisations Tab and provides some guidance on how to navigate to the various functions within the tab. "Acc...
Wed, 16 May, 2018 at 4:19 PM
Account / Organisation Records
This article explores Account/Organisation Records and the standard data that is captured on each record. Account/Organisation Detail After ac...
Wed, 16 May, 2018 at 4:22 PM
Creating a New Account/Organisation
This article explores the process of creating a new Account/Organisation Record in Salesforce. New Account/Organisation Button To create a new...
Wed, 16 May, 2018 at 4:25 PM
Editing an Account/Organisation Record
This article shows you the process for editing an existing Account/Organisation record in Salesforce. Using Search to Find & Edit To upda...
Wed, 16 May, 2018 at 4:28 PM
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 4:30 PM
Merging Accounts/Organisations
This article explores the process for merging Accounts/Organisations. The typical scenario for merging Accounts/Organisations is when duplicates are found. ...
Wed, 16 May, 2018 at 4:32 PM
Contacts with no Account/Organisation
This article explores Contacts that have no Account/Organisation. In this case the Contact should be associated to a generic Account/Organisation to help fa...
Wed, 16 May, 2018 at 4:34 PM
Account/Organisation Duplicate Rules
This article explores the Account/Organisation Duplicate Rules which can be configured and activated in your Salesforce environment. Typically Account/Organ...
Wed, 16 May, 2018 at 4:36 PM