Accounts & contacts for lightning experience Flashcards
business account
a company you do business with
contacts
people who work at your accounts
person account
when you’re conducting business with a single person, like a solo contractor or a individual consumer. They are meant to hold information about a single person they do not have any contacts
Why is it important to make sure all contacts have accounts associated with them?
“private accounts” are hidden to everyone except you and the admin, so they’re easy to forget, hard to find, and useless to colleagues
different types of relationships accounts and contacts can have?
indirect and direct
difference between indirect, and direct relationships
direct is the relationship between the primary account and the contact of that record. Indirect is the relationship between the contact and something else.
the account listed on the top of an account record is
the primary account
Why would you relate a single contact to multiple accounts?
when you relate a single contact to multiple accounts, you can easily track the relationships b/w people and businesses without creating duplicate accounts
how do you create a hierarchy among related accounts
they all must share a parent account from there you can click on the parent account and on the logo of the little hierarchy tree it’ll show them all
how do you setup an account team
Account>details>account teams>add team members
what is an account team
a group of contacts(employees of a company) working on one account
What are the two best practices for establishing account hierarchies for businesses with multiple locations?
Global Enterprise account and location-specific accounts
Global Enterprise Accounts
One global account and link all contacts, opportunities, cases, and so on to that single overarching account.
Con: Harder to manage a large mass of information and not being able to easily view the big picture might make it hard to see what each location needs from you.
Location Specific Accounts
Recommended
Establish accounts for each location and create contacts, opportunities, cases, and so on separately for each location.
Pro: This arrangement lets you concentrate on customer success in each location while still giving you the ability to put the big picture together
Why are default account teams beneficial and who should be on there?
They make account teams faster to use. You should add team members that your regularly work with. This saves you the time of adding members
