Relationships between objects are a key function of any CRM. Knowing what the three basic types will help you nderstand your Salesforce.
It helps when you are starting to setup your Salesforce to think big picture. Today we talk about a useful way to approach this process. Links: How to sign up for SalesforceObjects, Record Types, and Fields – OH MY!Trailhead – Getting started in Salesforce
Getting started in salesforce can feel pretty overwhelming, especially if you’ve never worked in a database or CRM before. So today we are going to take a look at some of the structure behind Salesforce in order to help you build a database that reflects your organization. As you go through your data modeling process, […]