- Salesforce for Beginners
- Sharif Shaalan
- 116字
- 2021-06-24 16:16:16
Summary
After finishing this chapter, we now know what an account is and how to create and view an account. We learned about the important sections of an account's record, including the Related Items, Details, and News sections. We then learned what a contact is and how to create a new contact on an account record. We also learned about the important sections in a contact's record, including the Related Items, Details, and News sections.
Finally, we learned about when to use a relationship and how to create a relationship between a contact and an account.
In the next chapter, we will look at opportunities—the most important part of the sales cycle in Salesforce!
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