Work with an Account Record
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the purpose of the account record.
- Edit the details of an account.
- Create a new associated contact.
- Review past interactions associated with the account.
What Is an Account Record?
In a Salesforce org, every account has an individual listing that contains the details about the account and the associated relationships. Accounts can be associated with contacts, opportunities (deals in progress), cases, and more. You can complete numerous actions such as editing details, creating an associated contact, and reviewing past activity from the account record.
Edit the Details
- With an account record open, find the details about this record.
- Click the pencil icon to the right of the Annual Revenue.
- Enter any amount in the field.
- Click Save.
- Click the Edit button at the top of the account record.
- Adjust any of the fields.
- Click Save.
As you can see, there are multiple ways to edit your account record. Decisions are often made based on account data, so it‘s important this data is as accurate as possible.
Create an Associated Contact
- With an account record open, click New Contact at the top of the account record.
- Enter a First Name and Last Name on the New Contact form. Note that the Account Name is already listed.
- Click Save.
- In the related section, notice that the newly created contact is now listed in the related contacts of this account record.
Review Past Activity
- In the activity section, click New Task. (You may also have to click Create a task….)
- Select a Subject and enter a Due Date.
- Click Save.
- At the bottom of the activity section is this account’s activity timeline. Your newly created task is now listed on this timeline. All logged communications and tasks associated with this account appear here.
As you can see, the account record is incredibly useful for gathering broader information related to this company or person. Be sure to keep exploring as there is even more that can be done within the account record.