Salesforce

Q: How to view child accounts on parent account page?

User-added image

When you have different branch for the same company or different department you are contacting it is useful to see c

This function is called ‘Inline’. There is a useful link on how to code it. (Link) or you can download a ready-to-go plugin below.
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016chCEAQ

Inline_Account_Hierarchy

 

Q: Set up Contact linking with multiple Accounts

In case the contact is working in more than one company, you can use this feature to have the name appear in all account without duplicating the contact.

 

Link Salesforce with Social media

http://salesforce.vidyard.com/watch/9CMoKIzlVod8A0sMoWxShQ

 

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