Start to work with Accounts and Contacts
- Know the difference between an
account and a contact and be able to define the terms.
- Know how to use: create and
edit your accounts and contacts
Develop your customer centric by building
customer relationships and collect data to adapt your offer with the customer
Through the Thynk environment, gather all
the customer useful data by using accounts and contacts.
What is the difference between ?
- The accounts are the companies with whom
you are doing business.
- The contacts are the person working for the
companies, working for accounts.
Several people/contacts might be assigned
to the same accounts.
If you are doing business with only one
person, note that this person will have a person account which is similar to
the business account, except that this account does not have its own contacts.
First let’s talk about accounts;
By creating an account to the company, you
are dealing with, or any other potential lead, you will be able to gather all
the information of the company as for example the key people. It will allow you
to remember specific needs and being proactive for your proposal.
When registered, the account will appear as
an “Account” Record.
Here, ic-Demo is one account, a record of
the Accounts object, also called a company.
Within this new account record, you will
also find a list of records such as:
- The people working in the
company: the contacts
- The current transactions
- The specific requests
- Information about the previous
- Your account can evolve while the company
is evolving. It means you are able to edit and update the account whenever you
- To update the information, you simply have
to click on the little pen , close to the information you want to edit.
If needs an account’s information without
having your computer close to you, we invite you to look at the Salesforce
Mobile App and search the name of the company in the searching bar.
Note that only administrators can delete
accounts. As Salesforce user you can able to create and update accounts,
however, you will need the authorization of the administrator to delete one of
If you have more questions concerning the
Accounts use, feel free to ask in the chatter!
With detailed contacts, you will have a strong
database. Through Thynk, you are able to gather the data you need to be better
efficient in your business.
When you create a contact, it means that
you add a lead or client to your database.
When you create a contact, you must link
this one with an existing account, thus we advise you to first create the
account. If you forgot to link your contact it with an account, it will be hidden
from all users, only administrators and managers could be able to see it.
you create a contact, you can decide or not to synchronize it with Mews
You can also fill information such as:
- The title: the position of your
contact into the company
- Email address
- Lead source: from where did you
find your contact?
- Phone number
The more information you fill, the more complete
will be your contacts database.
Again, you can update your contacts by clicking on the little pen.
Feel free to ask any question in the chatter if you need some more help.
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