Administrator Progress ( Quizzes)

Lesson: 02 | Account

Intro

In Salesforce, an Account is an entity that represents an organization or company that your business interacts with. An Account record contains information such as the account name, address, phone number, website, and other details related to the organization.

Accounts are used in Salesforce to manage customer relationships, sales opportunities, and customer support. By creating an Account record in Salesforce, a business can track and manage its interactions with the organization, as well as the products or services that are purchased by the organization.

In addition to standard fields, Salesforce allows businesses to customize Account records by adding custom fields, validation rules, and workflows. This customization allows businesses to capture specific information relevant to their business needs.

Accounts in Salesforce are often related to other objects in the platform, such as Contacts, Opportunities, Cases, and Campaigns. By associating these objects with an Account record, businesses can gain a complete view of their interactions with the organization.

Overall, Accounts are a fundamental part of Salesforce's customer relationship management (CRM) functionality, enabling businesses to manage their interactions with their customers in a centralized, organized way.

Accounts store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

Types of Accounts:

Business Accounts
Person Accounts

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 02 | Account

Intro

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Lesson: 02 | Account

Intro

Administrator Course