Salesforce CRM | Daily Dose of Salesforce CRM | Trailhead/Salesforce
Trailmix 1 - Fundamentals of Salesforce
Salesforce CRM | Daily Dose of Salesforce CRM | Trailhead/Salesforce.
Add an account and contact, then create an opportunity
To do business with a new customer, Mondocorp, you need an account, contact, and opportunity.
Create an account:
Name: Mondocorp
Industry: Energy
Employees: 10000
Create a contact for Mondocorp:
First Name: Shawn
Last Name: Corbin
Email: [email protected]
Create an opportunity for Shawn Corbin:
Opportunity Name: Replacement gas generator
Type: New Customer
Close Date: Today
Stage: Value Proposition.
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