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Tag Archives: Accounts

Make It More Readable: Enforce Case w/ Simple Workflow Rules

25-Aug-09

Sometimes the flexibility of Salesforce.com can be intimidating. Whether potential buyers, admins, or users, wrapping your head around all the various tools available to you and imagining how you might used them can be challenging. Sometimes it is the most simple example that starts the wheels turning and leads to a real use case in [...]

Understanding Business Accounts and Person Accounts – Part 2

26-May-09

In Part 1 of this series, we reviewed the difference between a [Business] Account and a Person Account. Moving from a Business Account to a Person Account is very common and the converse can be as well so how do we make this easy to do? Let’s review the requirements to create a Person Account [...]

Understanding Business Accounts and Person Accounts – Part 1

04-May-09

How you store your client information inside Salesforce.com makes a big difference. One area where this is very clear is Accounts and Contacts. Salesforce began as a business tool and therefore focused on business to business (B2B) relationships. Therefore, the Account object is oriented toward a business or company by default. These relationships look like [...]