Managing accounts & contacts in Salesforce
Description: The following is a brief guide on how to manage your accounts and contacts in Salesforce.
Accounts & Contacts
There are two different kinds of accounts: business accounts and person accounts. Business accounts represent the other companies with which Teach First does business. For business accounts, the individuals who work at those companies are represented by contacts.
Person accounts represent the individual clients with whom Teach First does business, such as applicants, participants, ambassadors, or Futures pupils.
The Accounts tab displays a home page that lets you quickly create and locate all types of accounts. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as school relationships, contact relationships, event attendance, etc. You can also sort and filter your accounts using standard and custom list views. In addition, this tab lets you view and edit detailed information on each account to which you have access.
Record Ownership
All data types are assigned an Owner. This should be an active Teach First Salesforce user. The Owner is the person responsible for maintaining the record and your first point of contact if you have any queries about that record. Ownership of a record can change during the data journey, e.g. Applicant to Participant to Ambassador.
Record Types
Record Types are used to segment groups of data and determine which page layout users see when viewing data, based on their profile.For example a School account (record type: School) and a Participant account (PA: Participant) are both Accounts, but will appear different due to their record type. A school will display information such as Type of School, and no. of Participants and a participant account will display information such as Gender and Date of Birth.
Your Contact Record
A TF Employee record type is set up for all TF Employees by the Salesforce & Knowledge Management team. It is your responsibility to maintain the details held on your record. If your title changes, if you move department, or who you report to changes you need to update your record to reflect this. You will also need to update your record if your contact details or your name changes.