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Set Up Accounts and Contacts

Fine-tune Sales Cloud objects to help your team record and access essential customer data.

Steps

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Trailhead
Trailhead 30 mins

Module

How to Set Up Account and Contacts

Learn on Trailhead →
Low Product Usage Speed to Value Maximize Value Connected Ways of Working
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H&T
H&T

Knowledge Article

Get Best Practices for Managing Accounts and Contacts

Explore Help Docs →
Low Product Usage Speed to Value Automation Needs Maximize Value Connected Ways of Working
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Trailhead
Trailhead 20 mins

Module

How to Organize Data with List Views

Learn on Trailhead →
Low Product Usage Speed to Value Missing Sales Targets Maximize Value Process Optimization
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H&T (Accelerator)
H&T (Accelerator) 2 hrs

Webinar

Get Expert Opportunity Management Guidance

Premier and Signature Success Plan customers can request an individual follow-up after the session.

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Inefficient Business Processes Maximize Value Process Optimization
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Set Up Sales Cloud

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Connect Email and Calendar Apps with Sales Cloud
Sales Email and Calendar Integration Low Product Adoption Low Product Usage
Deliver Accurate Reporting
Sales Reports & Dashboards Automation Needs Data Accuracy Analytics for Insights
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value

Resources

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Join a Community
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Help & Training
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Connect with Support
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Customer Success Events
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