Cursusinhoud
De Beginnersgids voor Salesforce
De Beginnersgids voor Salesforce
1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
6. Salesforce Reporting & Analytics
How to Link Accounts & Manage Relationships in Salesforce
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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