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dimitris provatas a posé une question dans #Customer Service
7 août 2013, 21:02

Contacts and Accounts in Contac Manager version of Salesforce

Using a the demo version of the Contact Manager and my question is: When adding contacts it asks me for an account name, why? At this time I need to add only my contacts and then decide my account names! This way I have to dublicate my entries since when adding a new contact and he/she is not under an account I can not add. Anyone?
5 réponses
  1. Justin Brill (Salesforce)
    7 août 2013, 21:09
    You could just add one Account that represents your own company, then nest all Contacts under that Account.

     

    what are you primarily using this for? B2C or B2B? If B2C, this is a common use case, but if B2B, it's really best practice to associate the contacts with the Company (Account) they work for.

     

    In Salesforce, Account does not necessarily mean the Account = Active Customer. It's simply used to store ANY business you associate with, be it a client, Vendor, Partner, etc...
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