Account and Contact Management in Salesforce

Course Overview

Learn how to use Salesforce to organize and maintain accurate account and contact information. This hands-on workshop focuses on managing customer records, understanding relationships between organizations and individuals, and using Salesforce to build a more complete view of your customers.

What You’ll Learn

• Understand the difference between Accounts and Contacts.

• Create and maintain accurate account records.

• Add, update, and manage contact information.

• Understand the relationship between accounts and contacts.

• Identify and manage key customer stakeholders.

• Track contact roles and relationships within an organization.

• Use account and contact information to prepare for customer interactions.

• Relate activities and opportunities to the appropriate records.

• Search for and access customer information efficiently.

• Identify and correct common data-quality issues.

• Apply best practices for maintaining reliable customer records.

What’s Included

• Three hours of live, instructor-led training.

• Hands-on exercises in a dedicated Salesforce practice environment.

• Realistic account and contact management scenarios.

• Opportunities to apply the concepts directly in Salesforce.

• Time for questions and instructor feedback.

Who Should Attend?

This course is designed for sales representatives, account executives, business development representatives, and other sales professionals who manage customer relationships and maintain account and contact information in Salesforce.

Prerequisites

Participants should have a basic understanding of Salesforce navigation and familiarity with the general purpose of accounts, contacts, leads, and opportunities.

Course Details

• Class Code: SFT-SR-107

• Duration: 3 hours

• Format: Live, instructor-led workshop

• Practice Environment: Participants may use either a dedicated Salesforce practice environment or their own Salesforce environment.

• Course Focus: Account and contact management, customer relationships, data quality, and customer information management.

Important: The instructor will deliver the workshop using a dedicated Salesforce practice environment. If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, reports, dashboards, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise or demonstration will work identically in your organization’s environment.

If your Salesforce environment is highly customized, you may wish to consider private training tailored specifically to your organization’s configuration, sales process, and account-management practices.

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on needs and location, private training may be virtual, in person, or on-site.

Course Provider

This course is developed and delivered by The Salesforce Trainers, a team of experienced sales and Salesforce professionals specializing in Salesforce adoption, sales leadership, training, and change management.