Recorded Date: February 27, 2020
Duration: 1 hour
Presenter(s): Chris Ude

Video Coming Soon!

Software at its best is all about organizing, simplifying and automating the information and tasks of the real world. So it can be frustrating when getting real world data into something like a Customer Relationship Management (CRM) tool feels like fitting a square peg into a round hole. What if we want to track customers and partners in the system–and even competitors–but we care about completely different company details for each type? What if we work with a national or global customer who has multiple separate offices that roll up to a central parent company? How can we denote that a person who works for one of our customers is also a referral partner to multiple other customers? Is there a way to follow the history of those people who seem to change jobs but stay within the ecosystem of our customers? Thankfully Salesforce gives us many Data Quality and Organization tools right out of the box. It’s easy to configure them, but many of us don’t even know what they are or when to use them. This webinar will expose you to some Data Quality and Organization features related to Accounts and Contacts that you may not even know existed, or have heard of, but haven’t yet figured out how they would help you, including:

  • Record Types
  • Account Hierarchy
  • Account Teams
  • Related Contacts
  • More!