Share this article…Accounts in Salesforce are more important than you may think. An Account record is the cockpit for sales, service, and marketing teams – it builds a rich profile of your customers’ sales opportunities, open and closed cases, overall engagement with your brand, and… Read More …
Here are highlights from article Why Salesforce Accounts Need Contacts (And 6 Ways to Add Them) | Salesforce Ben
1. Accounts in Salesforce are important because they provide a rich profile of customers’ sales opportunities and overall engagement with a brand.
2. However, Accounts are incomplete without Contacts, the individuals working for the prospect/customer organization.
3. Relationship intelligence and understanding the relationships between stakeholders is key to revenue success.
4. There are six ways to add Contacts to Salesforce Accounts:
a. Manually adding a Contact via the Contacts tab.
b. Adding Contacts through the Account record.
c. Converting Leads into Contacts.
d. Importing Contacts through data import.
e. Using external integrations to sync Contacts with Salesforce.
f. Automatically creating Contacts through web forms or email campaigns.
5. It is important to establish ground rules and define criteria for converting Leads into Contacts to avoid skewing reports or cluttering Account records with irrelevant information.
You can read it here: https://sfdc.blog/pHOmm
Source from salesforceben(dot)com