Account and Contact Management Introduction

In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam.

  • Identify use cases and design considerations for social accounts and contacts. 

  • Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc. 

  • Explain the various methods for establishing relationships between accounts and contacts. 

  • Explain the impact of having an account hierarchy. 

  • Explain the methods for populating and maintaining account and contact 
data using data enrichment tools. 

  • Explain the use cases and implications for implementing person accounts. 


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