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Set Up Accounts and Contacts

In this video, you will learn how to:

Discover how Accounts and Contacts work in Salesforce.
Adjust Accounts and Contacts fields to capture the data you need.

Overview

For this video, we’ll walk you through the steps you’ll need to set up Accounts and Contacts in Salesforce. We’ll start by discussing what Accounts and Contacts are and where you can find them. Then, we’ll jump into customizing fields to match your business needs and how to set up custom list views. We’ll also link you to a Getting Started Workbook to help guide you through setup.

Accounts are companies you have a relationship with and can include prospects, customers, partners, and competitors. Contacts are people associated with an account who matter to your business. They can include sponsors, decision makers, influencers, assistants, and partner liaisons.

Account records represent companies that you have a relationship with. In Salesforce, you’ll see the Accounts tab, which features the highlights at the top. Here, you can get the field information you need quickly. There’s also a News feed that shares the latest stories relevant to that account, as well as related lists.

Through the page layout section, you can rearrange these sections in a way that works best for you. Also, you will note the contacts associated with each account, which can be one or more. Simply clicking a contact will bring up detailed information on the contact.

Once you understand what accounts and contacts are and where to find them, you’re ready to start adding your own. The video gives step-by-step instructions on adding both and making sure they are set up so they are relevant to your business.

Once you’ve created your accounts and contacts, you’ll want to create custom list views, so you can easily monitor and manage your accounts. You’ll do this by simply adding filters that present the information you want to see.

To get help and to go further in Salesforce, we’ll also provide helpful resources at the end of the video.


Additional Resources

Resources from the Set up Accounts and Contacts video.

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