Whiteboard

In this episode of the ShellBlack Whiteboard, Shell introduces the concept of Leads, Accounts and Contacts and how they differ in Salesforce data model. Shell discusses the best practice for dealing with companies with multiple locations and the importance of nesting Contacts under the Accounts. Additionally Shell touches on how to use the Account Site…

The idea for the ShellBlack Whiteboard came to me long ago when I first founded my consulting company (and this blog). In this first episode I tell the story of how a few critical events in my early career as a Salesforce consultant helped send me down the path that resulted in this video series….