How to Link Accounts & Manage Relationships in Salesforce
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We'll explore how to import Opportunities into Salesforce and discuss the unique role of lookup relationships in linking Opportunities with Accounts.
Understanding this connection is key to managing your data effectively and avoiding potential frustrations during the import process.
1. How does Salesforce use a lookup relationship for Opportunities?
2. Why are clear naming conventions important when linking Opportunities to Accounts?
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