Salesforce: Understanding Standard Fields - dummies

Salesforce: Understanding Standard Fields

By Tom Wong, Liz Kao, Matt Kaufman

A Salesforce account record comprises fields that make up the information on a company that you’re tracking. Remember that a Salesforce record has two modes:

  • Edit: You can modify fields.

  • Saved: You can view the fields and the account’s related lists, which are located below the record fields.

An account record also comes preconfigured with a set of fields commonly used for account management. Most of the standard fields are self-explanatory, but this list highlights certain terms that warrant greater definition:

  • Account Owner: This required field identifies the person in your organization who owns the account. An account record has only one owner, but many users can still collaborate on an account.

  • Account Name: This required field represents the name of the company you want to track.

  • Account Site: The Account Site field goes hand in hand with the Account Name field when you’re distinguishing different physical locations or divisions of a company. This field, although not required, is very important if your company sells to different locations of a customer with decentralized buying patterns.

    For example, if you sell mattresses to HappyDaze Hotels but each HappyDaze hotel buys independently, this field is useful for classifying different sites.

  • Type: This is one of the fields on an account record that classifies the relationship of an account to your company. The Type field consists of a drop-down list of values, which can prove critical if you want to differentiate types of companies.

    For example, if you work for a software company that uses value-added resellers (VARs) to sell and service your products, you might want to select Reseller as one of your drop-down list values.

  • Rating: Use this drop-down list to define your internal rating system for companies that you’re tracking. Salesforce provides default values of Hot, Warm, and Cold, but you can replace these with numbers, letters, or other terms based on how you want to segment companies.