Administrator Progress ( Quizzes)

Lesson: 03 | Contact

Intro

In Salesforce, a Contact is an entity that represents an individual person who has a business relationship with your organization. A Contact record contains information such as the person's name, job title, phone number, email address, and other details related to the individual.

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

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

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

Overall, Contacts 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, and to build strong, long-lasting customer relationships.

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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: 03 | Contact

Intro

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Lesson: 03 | Contact

Intro

Administrator Course