8 Account and Contact Management in Salesforce | TAMIL

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  • Опубліковано 15 вер 2024
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    In this in-depth Salesforce tutorial, discover the fundamental principles of Account and Contact management. Learn how to efficiently create, organize, and manage customer data using Salesforce's powerful features.
    Whether you're new to Salesforce or looking to enhance your skills, this video covers everything you need to know about optimizing your CRM for effective Account and Contact management. Explore best practices, tips, and real-world examples to streamline your Salesforce experience and boost your sales and customer relationship efforts. Don't miss this opportunity to become a Salesforce Account and Contact management pro!
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КОМЕНТАРІ • 2

  • @anbarasimathiyazhagan5233
    @anbarasimathiyazhagan5233 11 місяців тому +1

    Hi, can please tell me what is the difference between phone number field under account and phone number field under contact, are they both same, how they set this phone number field? 😊

    • @salesforce_in_tamil_by_goutham
      @salesforce_in_tamil_by_goutham  11 місяців тому +1

      The key difference lies in their usage and context within the Salesforce data model:
      1. **Account Object**: The phone number field in the Account object typically represents the main or primary phone number associated with a business or organization. It's often the contact number for the company as a whole.
      2. **Contact Object**: The phone number field in the Contact object represents an individual's or a specific contact person's phone number within an organization. It's more focused on an individual's contact information.
      Technically they both are different fields with respective Objects.