Accounts/Contacts: Understand Account and Contact Relationships Flashcards
What are the Three Key Account and Contact Relationships?
Relationships between companies (accounts) and the people who work at them (contacts).
Relationships between customers (accounts) and coworkers who deal with them (other Salesforce users)
Relationships between your customers (accounts) and other customers (other accounts).
what is it called when you relate a contact to more than one account ?
-Contacts to Multiple Accounts
Contacts to Multiple Accounts is……
contacts might work with or own more than one company
When you relate a single contact to multiple accounts, you can easily track………..
the relationships between people and businesses without creating duplicate records
The account that appears in Account Name and is usually the company ……….
the contact is most closely associated with.
Any other accounts associated with the contact that isnt under Account name represent ………….
indirect relationships
You can define company relationships by using Account _______________
Hierarchies
Salesforce can generate a family tree (Hierarchies) for your account if
If you’ve recorded the Parent Account for each account that has one,
To view an account’s hierarchy, click…….
he Accounts tab and select an account. Click the hierarchy icon next to the account name.
two basic choices when you’re deciding how to establish accounts for businesses with multiple locations are:
Global Enterprise Account
Location-Specific Accounts
What is Global Enterprise Account?
It links all contacts, opportunities, cases, and so on to that single overarching (combined) account.
What is the advantage of using Global Enterprise Account feature ?
Using one global account makes it easy to find that account’s records and to report on that account at the enterprise level.
What is the disadvantage of using Global Enterprise Account?
But it’s 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
What is Location-Specific Accounts?
Establish accounts for each location and create contacts, opportunities, cases, and so on separately for each location.
What is the advantage of using Location-Specific Accounts feature?
With this option, you maintain more accounts and need to set up a few more complex reports to get the big picture.
Recommended to establish accounts for each separate ____________ rather than combining all locations into a single global account.
location,
Using account teams to define roles help to
enable the appropriate access to different account roles
How can you set up your own personal Default Account Team?
In your personal settings.
___________Teams are a shortcut that saves you from having to enter the same members into the same form over and over again.
Default
If the same people usually work together, create a ————–
default account team and assign them to it.
Add the entire default team to your account by selecting ————————-
Add Default Team from the Account Team related list action menu.
To set up or edit a default account team:
Read on accounts
AND
Account owner or above the owner in the role hierarchy
To add the account owner’s default account team to an account:
Read on accounts
AND
Account owner or above the owner in the role hierarchy
