Episode 1: Overview of Leads, Account and Contacts in Salesforce (6:21)
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 field and how Salesforce is an “Account Centric” database.