Lesson: 10 | Account Settings

Notes

Notes

Salesforce provides a versatile set of Account settings to tailor your organization's account management processes. The Account Settings page is where you can configure these options, including the hierarchy view, managing contacts, and enabling Person Accounts. Let’s explore the key settings in this section.

General Settings

One of the primary configurations is enabling the "View Hierarchy" link on account pages. This option allows users to visualize the account structure and understand parent-child relationships between accounts. When this checkbox is selected, users can easily navigate the account hierarchy, enhancing data comprehension.

Contacts to Multiple Accounts

Salesforce offers the flexibility to relate a single contact to multiple accounts. By enabling this feature, organizations can manage more complex business scenarios, such as when a single individual interacts with multiple companies. This is particularly useful for B2B setups, enabling better relationship tracking. To activate this feature, check the "Allow users to relate a contact to multiple accounts" option.

Person Accounts

For businesses that need to manage individuals instead of companies, Salesforce offers the Person Accounts feature. This setting combines account and contact records into a single entity, streamlining the management of individual clients. To manage these settings, use the "Edit Settings" link provided under the Person Accounts section.

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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 (7 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (10 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)

You need to complete all the quizzes before certification.