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How do Objects Relate to Each Other in Salesforce
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In this video we answer the question, "How do Objects Relate to Each Other in Salesforce?"
This is a short clip from a previous live QA session. I noticed several related questions around how objects relate to one another in Salesforce. There was some confusion around the Lead Conversion process stated in those questions, so I discuss here how a Lead record can be converted into a Contact, Account and Opportunity.
Links:
Mike Wheeler Media+ A NEW way to learn Salesforce (7 Day Free Trial)
Mike Wheeler Media+ app for ios
Mike Wheeler Media+ app for Android
Salesforce Career Paths Course
My website
Mail:
Mike Wheeler Media
9005 Overlook Blvd
Brentwood TN 37027 ** There is a platform I like as much as Salesforce. It’s KARTRA **
I use Kartra for managing my email lists, my sales landing pages, and TONS of automation for my business.
You can try Kartra for free for 14 days by going here:
This is a short clip from a previous live QA session. I noticed several related questions around how objects relate to one another in Salesforce. There was some confusion around the Lead Conversion process stated in those questions, so I discuss here how a Lead record can be converted into a Contact, Account and Opportunity.
Links:
Mike Wheeler Media+ A NEW way to learn Salesforce (7 Day Free Trial)
Mike Wheeler Media+ app for ios
Mike Wheeler Media+ app for Android
Salesforce Career Paths Course
My website
Mail:
Mike Wheeler Media
9005 Overlook Blvd
Brentwood TN 37027 ** There is a platform I like as much as Salesforce. It’s KARTRA **
I use Kartra for managing my email lists, my sales landing pages, and TONS of automation for my business.
You can try Kartra for free for 14 days by going here:
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