Notice: This page requires JavaScript to function properly.
Please enable JavaScript in your browser settings or update your browser.
Aprenda How to Link Accounts & Manage Relationships in Salesforce | Closing Deals & Managing Opportunities in Salesforce
The Beginners Guide to Salesforce

book
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?

question mark

How does Salesforce use a lookup relationship for Opportunities?

Select the correct answer

question mark

Why are clear naming conventions important when linking Opportunities to Accounts?

Select the correct answer

Tudo estava claro?

Como podemos melhorá-lo?

Obrigado pelo seu feedback!

Seção 3. Capítulo 3

Pergunte à IA

expand

Pergunte à IA

ChatGPT

Pergunte o que quiser ou experimente uma das perguntas sugeridas para iniciar nosso bate-papo

some-alt