Lesson: 60 | What are the relationships between lead, account, contact, and opportunity in Salesforce and how do they relate to each other in the sales process?

Notes

Notes

In Salesforce, a lead is a record that represents a potential customer or prospect. When a lead is qualified and becomes an actual opportunity, it can be converted into three separate records: an account, a contact, and an opportunity.

The account represents the company or organization associated with the opportunity. The contact represents the person or people associated with the opportunity, such as the decision-maker or key stakeholders. The opportunity represents the potential sale or deal that is being pursued.

When a lead is converted into an opportunity, Salesforce automatically creates a new account and contact record, and links them to the opportunity record. The account and contact records are linked to the opportunity through a lookup relationship. This means that the account and contact records are related to the opportunity record, but the opportunity record does not "own" or control the account and contact records.

This relationship between lead, account, contact, and opportunity allows sales teams to effectively manage their sales processes and track the progress of potential deals from initial contact to final close.

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Lesson: 60 | What are the relationships between lead, account, contact, and opportunity in Salesforce and how do they relate to each other in the sales process?

Notes

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